Company Description RupeeNex is a goal-based financial planning and wealth management company headquartered in Surat, Gujarat, focused on helping individuals, families, professionals, and NRIs make informed financial decisions and build long-term wealth. Founded in 2025 by Manish Tiwari and Avaneesh Tiwari, the firm emphasizes transparent, ethical, and client-centric advisory over product selling. RupeeNex offers a wide range of services, including mutual fund and SIP investments, tax-saving solutions, retirement and child education planning, insurance advisory, loan advisory, and NRI investment solutions. The company is registered with AMFI and licensed by IRDAI, and operates in line with guidelines from AMFI, SEBI, IRDAI, and RBI, ensuring strong compliance and client-first practices. Supported by technology-enabled tools and dedicated client service, RupeeNex aims to create clear financial roadmaps that help clients achieve life goals confidently.
Role Description The Founder's Office Intern role is an on-site internship based in Surat, working closely with the founding team on strategic and operational initiatives. Day-to-day responsibilities may include conducting market and competitor research, preparing reports and presentations, supporting business planning and execution, and assisting with process documentation and internal coordination. The intern will help streamline workflows across functions such as marketing, client onboarding, and operations, and may support special projects related to new services or partnerships. This role offers exposure to early-stage business decision-making in the financial services sector and requires a proactive, detail-oriented approach and a strong willingness to learn.
Qualifications
- Strong analytical and research capabilities, including the ability to interpret financial and market data and present clear insights.
- Effective written and verbal communication skills for drafting emails, presentations, reports, and internal documentation.
- Good organizational and time-management skills, with the ability to handle multiple tasks and meet deadlines in a fast-paced environment.
- Comfort with technology, including proficiency in MS Office or Google Workspace (Excel/Sheets, PowerPoint/Slides, Docs) and basic internet research tools.
- Demonstrated interest in personal finance, investments, or wealth management; familiarity with mutual funds, SIPs, and financial planning concepts is an advantage.
- Ability to work collaboratively with founders and team members, show initiative, and maintain high ethical and professional standards.
- Current student or recent graduate in business, finance, economics, commerce, or a related field is preferred.
- Prior internship or project experience in startups, consulting, or financial services is a plus but not mandatory.
