• Company Name:
  • Location:
    PAN India
  • Duration:
    1 Week
  • Total Efforts:
    3 - 4 Hours
  • Target Audience:
    Undergrad Students, Management Students, Postgrad Students, Freshers, Part-time/ Freelance Professionals
  • Number of openings:
  • Completed Date:
    27th May, 2019
  • Start Date :
    Students will be expected to start working within 2 days of selection

About the company

ClearTax is a technology company specializing in the ‘Tax’ domain. Our software helps individuals prepare and file their income tax return in the shortest time while maximizing their tax deductions. ClearTax Has recently come up with ClearSave wherein you can invest in Mutual Funds, avail the best expert guidance, build up a portfolio without any service charges.

Project Objective/ Summary:
This is a one-of-a-kind Training Program which provided a balanced mix of both theoretical and practical learning for all Finance Students interested in learning more about Financial Planning. In this program, students will not only gain comprehensive knowledge of various Financial Planning Methods but will also get a Practical understanding of the same. This Training Program is being primarily conducted by OysterConnect.com in association with our Client Partner, ClearTax, for whom the students will be investing in Mutual Funds as a part of the Practicals. Here OysterConnect will score the students on their Theoretical understanding and provide practical Experience as well.

Project Steps

  • This Training Program consists of 3 Main Levels:
  • Level I - Complete the Training and Assessment on Basics of Financial Planning. You will be provided with detailed Documents and Presentations to make you acquainted with the Basics of Financial Planning. We will explore all the dimensions of Financial Planning, Its benefits, Various channels of Financial Planning and pros and cons of each of it.
  • Level II - Once you have completed the Training Materials, you need to take Self Assessment to gauge your understanding of the Training Program. Project Manager will go through your scores and train you accordingly, if needed.
  • Level III - Once you have taken the Self Assessment, you need to gain Practical Experience by Investing In Mutual Funds/ Tax Saving Funds via ClearTax. The exact steps are as follows:
    1. Fill the Investor Details form mentioning your Basic Details.
    2. Go to website - cleartax.in/save and sign up on the ClearTax website.
    3. Choose the appropriate Mutual Fund/Portfolio you want to Invest in.
    4. Fill in the Appropriate details and complete the e-KYC.

Expected Project Output

Complete all 3 levels of the Training Program successfully - Complete the Self Assessment in Level 2 and Invest in Mutual Funds in order to Earn the Course Completion Certificate.

Rewards & Benefits:
1. Course Completion Certificate in “Basics of Financial Profiling for Mutual Funds Investments" containing KSA Ratings, Logos of ClearTax & OysterConnect.com, and Signature of Sr. Management Personnel from OysterConnect.com
2. PPI Offer to OysterConnect.com’s Summer Internship Program 2019.
3. Cashback of Rs. 150/- for every Investment of total Rs. 2000/- or more (Lumpsum/ SIP)

Skills you will Learn:
- Knowledge of Mutual Funds/Tax saving Funds
- Financial Needs Assessment
- Financial Profiling of an Individual
- Financial Planning Basics
- Data Analysis & Interpretation
- Thorough knowledge of the Investment Methods

Who Should Apply to this Program:
1. Students/ Freshers who have a Finance background and are Interested in working in the Finance Sector (especially in the areas of Investments, Taxes, Financial Planning, Financial Services, FinTech, etc.).
2. Students/ Freshers looking to pick up skills or experience in Financial Services Marketing/ Customer Engagement/ Wealth Management/ Investment Planning/ Customer Profiling, etc.
3. Students/ Freshers who have good interpersonal skills, are good at convincing people or want to improve their Skills in the same.
4. Students/ Freshers looking to simply understand and gain knowledge on the basic of managing finances, how to save and invest, etc.

Have Friends who you would love to do this?
Refer them to this Program by using the Email Forward Icon on top and ask them to Apply,
OR, Become a Part of our Marketing Team for this Certification Program by Clicking Here and Earn more Rewards in the form of Stipends & Certificates.

Type of Interaction

Virtual with flexible work hours. Student will be expected to spend 10 hours/week. All interaction will happen over email/Group Chat/phone. No need to visit the office.

Extra Benefits

Certificates of Excellence on the basis of student achieving various performance parameters & target slabs. Click Here to Learn More about all Rewards & Benefits @ OysterConnect.com

Any Additional Information

NOTE: Once students are selected, the Project Manager will send an Email Invite to all these students to join their project group on "Basecamp3" - A Project Management App & Website. All further interactions between students & the Project Manager will take place via this Basecamp Group. Therefore, please be on the lookout for the Email Invitation and follow the steps mentioned in the email to register and start interacting on the Basecamp.

Terms & Conditions:
Click to Read All the Important Terms & Conditions related to Live Projects & Internships on OysterConnect.com.