About Fee-Only

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Company name

Fee Only Investment Advisers LLP

Job City


Job Type

Work from office

Company Site

Company Profile

Fee Only Investment Advisers LLP is a SEBI registered Investment Advisor having a niche base of financial planning clients within and outside India. The firm caters to HNI clients including Non-resident clients from various parts of the world. The principal officer and partner Harsh Roongta is a well-known media personality who is an acknowledged expert on tax and personal finance matters. Harsh is also a director and ex chair of the Association of Registered Investment Advisers (ARIA) – a section 8 not for profit company & Governing Council Member – Sahamati.

Job Title (Financial Planner Intern)

Job Profile

The candidate will get a chance to assist and learn from the Operations manager and the financial planners in the following areas.

  • Updating and maintaining client investment data in reporting software like Invest well.
  • Initiating financial and non-financial transactions through online platform MFU.
  • Capital gain statements and CAS reconciliation
  • Providing various Management MIS from the back-office software
  • Assisting senior financial planners in their tasks such as insurance analysis, search for unclaimed shares/dividends (IEPF), nominations audit on the investments of the client, portfolio performance review
  • Coordinating and follow up with Mutual funds houses and PMS providers.
  • Client onboarding process
Desired Candidate Profile
  1. This position is for freshers only who want to work in financial planning and wealth management.
  2. Good knowledge in advanced Microsoft Excel including pivot tables/VLOOKUP etc.
  3. Good command of written & spoken English
  4. Common Sense Financial Acumen

– Graduate/Postgraduate in any stream plus

– CFP or NISM VA or NISM XA Certified is a must

Compensation and other details
  1. The internship period is 12 months.
  2. Stipend during internship will be 24,000/- pm.
  3. This is 6 days a week work from our office at Bandra Kurla Complex (BKC).
  4. There will not be a sales-based target.
  5. Post the 1-year internship period, based on performance intern may be offered full time employee position. Currently the salary for that position would be around 30,000/- p.m. plus benefits like insurance reimbursement, retention bonus, performance-based pay and 28 paid leaves with CTC totaling 4,00,000+.
Additional Details 
  • Boutique Financial planning firm that works with high networth clients. Excellent chance to work with top ranking finance professionals like Harsh Roongta.
How to Apply 1. Application:

Send us your resume on with subject line “RESUME FOR FINANCIAL PLANNING INTERN – “FIRST NAME LAST NAME”

 2. Test:

Interested and shortlisted candidates will be required to give a short test on general financial concepts.

3. First Interview with Financial Planner

4. Final interview with Harsh Roongta

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