SIBM, Noida Student Completes Summer Internship at Money Compound

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 Akansha Goel

 SIBM, Noida



Internship Completed at Money Compound!

I'm excited to share that I have successfully completed my internship at Money Compound, where I gained hands-on exposure to wealth management, equity research, portfolio analytics, and financial planning under the mentorship of Mr. Vipul Khandelwal.


Over the course of this journey, I worked on:


Advanced Portfolio & Mutual Fund Analytics
• Analyzed and ranked mutual funds
• Conducted client portfolio reviews and wealth allocation assessments

Sector-Wise Equity Research
• Analyzed companies through industry-specific metrics
• Built sector insights and model portfolios across cyclical and defensive industries

AI-Driven Automation & Trading
• Created Claude custom skills to automate portfolio research workflows
• Tested trading strategies and leveraged AI tools for market analysis

Alternative Investments & Financial Planning
• Explored PMS, AIFs, Structured Products, GIFT City opportunities, SGBs, and P2P lending
• Studied insurance solutions including Term, Health, Traditional, and ULIP plans

Operations & Client Solutions
• Worked with Zoho CRM and streamlined client data management
• Revamped financial planning forms and supported transaction execution across investment products

A heartfelt thank you to Mr. Vipul Khandelwal for his invaluable mentorship and guidance throughout this journey. Dheemant Parashar Apoorv Srivastava for additional valuable insights

I am equally grateful to Symbiosis Institute of Business Management, Noida and Dr. Vandana Ahuja , Dr. Dr. Vikas Garg for providing opportunities that bridge classroom learning with real-world industry experience.

This internship strengthened my understanding of how finance, technology, and data-driven decision-making come together to create meaningful wealth management solutions.

Looking forward to applying these learnings in the next phase of my professional journey! 🚀

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