Neo Wealth and Asset Management
During my 4-week internship at Neo in 2025, I gained deep insights into India's AIF landscape. I studied fund
structures, SEBI regulations, and the distinctions between AIFs, mutual funds, and PMS
offerings. My work included real-world case studies and regulatory analysis across Category I,
II, and III funds.
A key highlight was collaborating on an AI chatbot to support investor education. I helped train it
to explain concepts like investor eligibility, tax implications, and performance metrics-making
complex topics accessible. This project bridged my understanding of finance with technology, a
core aspect of Neo's strategy.
Additionally, I supported market analysis-comparing fund house data, spotting trends in investor
behavior, and generating insights for better outreach and product positioning.
This internship gave me practical exposure to FinTech, a foundational grasp of AIFs, and a
deeper appreciation for how purpose-driven finance can create real-world value.
Tata AIA
In my corporate research internship with Tata AIA Life Insurance from May to June 2026, I
investigated the landscape of life insurance in India by researching the various competitive
product portfolios as well as emerging regulations applicable to the major players in the market,
specifically HDFC Life, SBI Life, ICICI Prudential, and 7 other competitors.
Much of my work focused on product strategies in evaluating the transition between traditional
savings plans, unit-linked products, and retail protection products among major players in the
business in addition to analyzing the impact that market trends have had on products and value
propositions for customers.
I also reviewed several investor reports and financial presentations, including those of HDFC
Life for FY26, extrapolating trends on a quarter-to-quarter basis as well as the market share
information. In addition, I studied how FinTech developments, such as AI-oriented underwriting
and digital distribution, tie in with traditional insurance.