InvestingWealth Management Intern, HNI DivisionJun 2025 — Aug 2025India
HDFC Bank
Conducted investment research for High-Net-Worth Individual portfolio reviews under the Head of Wealth Management.
Context
I interned in HDFC Bank's HNI (High-Net-Worth Individual) wealth management division, working under the Head of Wealth Management.
The work was investment research feeding directly into client-facing portfolio reviews.
What I did
- —Conducted investment research analyzing equities, mutual funds, and investment products for HNI portfolio reviews.
- —Produced client-facing investment pitch decks and research summaries used directly in portfolio reviews and client meetings.
- —Researched macroeconomic, sector, and company-level trends to inform asset allocation and portfolio construction recommendations.
Outcomes
- →Research summaries and decks used directly in client portfolio reviews and meetings.
Proof
Links, docs, and screenshotsDocument
Investment pitch deck (redacted)
Client-safe sample to add.
Coming soon- Investment Research
- Equities
- Portfolio Construction