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    TCB Finance Profile

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    danish.40581
    The Capital Box was founded on July 14, 2016 with integrity as its core value. It designs personal financial solutions to protect unique client lifestyles and offer peace of mind. The firm strives to build long-lasting relationships through attention to detail and superior service. It provides consulting, financial products, and risk management strategies tailored to complex individual, family, and business portfolios. The vision focuses on helping clients achieve goals and empowering them with education and resources to facilitate clear communication about their ambitions.

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    TCB Finance Profile

    Uploaded by

    danish.40581
    25 views2 pages
    The Capital Box was founded on July 14, 2016 with integrity as its core value. It designs personal financial solutions to protect unique client lifestyles and offer peace of mind. The firm strives to build long-lasting relationships through attention to detail and superior service. It provides consulting, financial products, and risk management strategies tailored to complex individual, family, and business portfolios. The vision focuses on helping clients achieve goals and empowering them with education and resources to facilitate clear communication about their ambitions.

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    The Capital Box was founded on July 14, 2016 with integrity as its core value. It designs personal financial solutions to protect unique client lifestyles and offer peace of mind. The firm strives to build long-lasting relationships through attention to detail and superior service. It provides consulting, financial products, and risk management strategies tailored to complex individual, family, and business portfolios. The vision focuses on helping clients achieve goals and empowering them with education and resources to facilitate clear communication about their ambitions.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    25 views2 pages

    TCB Finance Profile

    Uploaded by

    danish.40581
    The Capital Box was founded on July 14, 2016 with integrity as its core value. It designs personal financial solutions to protect unique client lifestyles and offer peace of mind. The firm strives to build long-lasting relationships through attention to detail and superior service. It provides consulting, financial products, and risk management strategies tailored to complex individual, family, and business portfolios. The vision focuses on helping clients achieve goals and empowering them with education and resources to facilitate clear communication about their ambitions.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    About Us

    Since July 14, 2016, the day we were founded, integrity has been our core value. We at “The
    Capital Box” design personal solutions to protect our clients’ unique lifestyles and offer
    lasting peace of mind. We strive to build long-lasting relationships with clients through
    attention to detail and commitment to superior service. We provide unparalleled consulting
    services, financial products and risk management strategies to individuals, families, and
    businesses, specializing in niche markets and portfolios with complex needs.
    Our vision as a firm focuses on helping others achieve financial goals, as well as
    understanding of each client’s unique purpose, mission, and values. We strive to
    empower clients by offering education, tools and resources aimed at facilitating clear
    communication and bringing definition to their ambitions and objectives. Each client has
    different ideas about what makes life great. We take the burden out of managing the financial
    details so clients can enjoy life’s journey and live out their unique purpose.

    We Can Help you address:


    * Investing principles and strategies
    * Retirement investing and distribution strategies
    * Estate conservation issues
    * Risk management analysis

    Find us at Find us at - http://www.thecapitalbox.com/


    Profile – Finance (Portfolio Management)
    The Internship will be designed to cover both theoretical and practical aspects of the Industry. During theoretical classroom
    sessions conceptual understanding will be generated for financial products (i.e. Mutual Funds, Life Insurance, Health Insurance,
    etc.) and in-depth understanding of Human Life Value Calculation, Retirement Planning, Tax Planning, Risk management and
    setting of Financialgoalswill be imparted

    Key responsibilities
     Finance Intern is required to work under the supervision of senior finance personnel.
     Finance Intern is required to read and understand the financial processes and procedures of the company and work
    accordingly.
     Gain knowledge about the Financial Products like Mutual Funds, Life Insurance, Health Insurance and equity.
     For gaining practical exposure interns will meet individuals (through referrals, corporate activities, promotional drives, etc.) and
    generate leads for the organisation.
     Interns will interview clients, review their fiscal situations to understand their Financial Positions and suggest tools to assist in
    meeting financial goals.

    Mode Of Internship:
    Virtual Internship

    Rewards and Recognition:


     Stipend: Rs 10,000 *(subjected to successful completion of training, assignments given and
    minimum benchmark achievement)
     Performance-based incentives
     Performance Certificate
     Domestic / International Trips
     Pre-Placement Offer.

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