Details of the Organization

C.C. Chokshi Advisors is a boutique advisory firm specializing in investment banking and family succession planning. They work closely with high-net-worth clients to provide tailored solutions that safeguard their financial legacy.

Details of the Job/Internship

C.C. Chokshi Advisors is inviting applications for an internship opportunity in Mumbai.

Role and Responsibilities

• Support senior advisors with financial analysis, business valuations, & transaction documentation.
• Conduct research on industry trends, market data, and legal frameworks for estate succession.
• Assist in the preparation of wills, trusts, and other estate planning documents.
• Create and maintain financial models using Microsoft Excel.
• Participate in client meetings and strategy sessions.
• Help develop internal reports & presentations.

Eligibility

• Pursuing or recently completed a degree in Finance, Accounting, Business, or related field.
• Proficient in Microsoft Excel (financial modeling, data analysis, charts/tables).
• Keen eye for detail and strong analytical skills.
• Eager to learn, proactive, and able to manage multiple tasks.
• Excellent communication skills, both written and verbal.
• Prior internship or coursework in finance, investment banking, or legal studies is a plus.

Salary/Stipend

Stipend is not disclosed.

Type of Opportunity

Fulltime

Country

India

Address

Mumbai, Maharashtra, India.

Application and Registration Details

After you submit your application, you will receive the next steps in the process via email. Please follow the instructions provided to complete your application.

Incase you find any issue with the application process, please contact: [email protected]

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