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Earn & Learn Non sales, Non Advisory, Referral/ lead generation program benefits: About internship + Lucrative referral fee @ 10%, if leads/referrals provided by you get converted as clients – INR 1000- 10000 / Month at an average leads conversion rate. +Program opens to both finance and non finance background candidates willing to (earn & learn) + Hands on training & mentoring program -key focus on live financial research covering basics of stocks, Mutual funds, ETF, Financial planning Global & local financial system, financial marketing with SEBI registered investment adviser having 14 years of industry experience. Mentoring certificate would be provided separately +No sales targets (work on your own pace) + Opportunity to earn regular Income, referral provided by you will be mapped to you (opportunity to earn regular income from existing clients with new service purchases from our online portal) this feature will be available till the time you continue to be part of this program +Work from anywhere anytime as per your convenience +Get paid on monthly basis if reference provided by you avails any service through our platform +Support team (we go extra mile & provide marketing support to give you boost up to this endeavor) # What You Will Do ( Responsibilities) 1.Initiate Corporate Tie ups and organize marketing campaigns in top MNC’s, PSU’S, Fortune India 500 companies, SME’S, 2.Offer Employee Welfare and value added programs to corporate to promote the firm’s offerings & Investment adviser 3. Strategize and initiating for digital marketing campaigns and assist Founder in making Business plans with respect to demographics and related decision assisting tools in your territory of work. 5.Organize Investor meetings, conduct presentations about firm’s disruptive offerings. 6.Conducting onsite marketing activities in assigned territory 7.Meeting with Administration Heads in corporate, CA Firms, Legal Advisors, Valuation and Technical Consultants, NBFC and Private Lenders, High end up market RWA, Institutions, Associations, other professionals bodies, up market Retail, anyone in need to avail investment advisory services across your assigned territory/ Area of operation for the firm, to introduce firm and the Investment Adviser and generate leads/ referral 8.Conduct market research, Competitor and prospect surveys 9.Attend skills & personality development training for professional growth 10.Performing regular follow up meetings with Corporate for information, coordination and related support

Firm’s Profile Disruptive Investment Advisory startup – Ample opportunity to grow professionally in BFSI , one of the fastest growing sectors of Indian economy. We are Investment/ Portfolio advisory startup based out of New Delhi. Founded in 2017, the firm through Mohit Kumar (SEBI Reg No- INA 100008726) offers disruptive & innovative Portfolio/ Investment advisory solutions in Equity, Mutual funds, Financial Planning, Wealth Management, Financial education and other related services through Online and Offline Mode. Founder’s Profile With more than 14 years of experience in Financial services/Marketing domain, Founder has done Post Graduate Executive Program in Financial Markets from National Institute Of Financial Management an autonomous institute of Ministry of Finance, Government Of India, An MBA in Business Management from IMT. He holds a BTEC in Business from Edexel International UK. A BAT certified professional from Bloomberg in Singapore. He has been himself part of training & mentorship program with CITIGROUP, PHILIP CAPITAL, SBI CAPITAL, ICICI SECURITIES AND BLOOMBERG. He has presented concepts on Wealth Creation to more than 50 renowned MNC’S and PSE’S in India- like Maruti Suzuki, Samsung Electronics, Heromotocorp, Indian Oil Corporation, TATA Motors, Moserbaer, HCL Tech, Aptaracorp, Nielsen, Times Of India, Hindustan Times etc.

Perks 1. Internship certificate 2. Flexible working hours- 2-3 hrs a day 3. Work from home