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ROBO ADVISORY FIRM
AI-led wealthtech rising as VCs bet on a fintech disruptionAs middle-income Indians increasingly diversify beyond real estate and gold into financial assets, the investment thesis is evolving. New-a...- Bridging the gap between retail investors and wealth managers is the futureWealth management still belongs to human intelligence and emotional withstanding, and the ground reality still reflects this, despite the r...
- Upstox may hit $3 billion valuation in new funding round led by Tiger GlobalIf the funding round goes through, it will not only make Upstox a unicorn—privately held companies valued at $1 billion or more—but also as...
- A new Sebi rule is creating a snag for Robo Wealth AdvisersWith the Securities and Exchange Board of India (Sebi) insisting on a physical agreement between financial advisors and investors, a move t...
- Tata's Curefit play, Govt's WhatsApp replyIn today's ETtech Morning Dispatch: Tata Digital is eyeing a stake in Curefit for its SuperApp play and Government of India seeks response ...
- Robo-advisory becomes unviable for fintech firms following Sebi directiveFintech companies and robo advisory services cater to investors, who can afford to invest only as low as Rs 500 in mutual funds
- Become financially successful and secure by adopting these 8 money habitsFind out how to imbibe these financial habits and secure your future. Also find out what you should know before you entrust your money to a...
- Niyo rolls out salary hikes, bonuses, ESOPs to employeesThe company recently hosted Home-a-thon, a virtual hackathon event, to encourage employees to make the most of the lockdown and focus on in...
- View: 4th time a charm for investment advisor rulesThe topic of investment advisor regulations and distributor regulations must be one of the toughest to crack.
- Technology in Investment Management – Friend or Foe?
- Bahrain invites Indian fintech firms to set up baseBahrain provides a plethora of opportunities to Indian fintech firms for open banking, blockchain, crypto assets, robo advisory and remitta...
- Motilal Oswal Securities launches new investment tool for mutual fundsTarget Investment Plan uses 'robo-advisory' to understand client's requirements.
- Do you need Rs 1 crore health cover?If there is a family history of critical diseases, then one should also buy adequate critical illness cover at an early age.
- Advisers shouldn't focus only on selling: Glen Baptist, Pramerica International Investments“A financial adviser is necessary because we get so involved in our daily lives that we can’t pay attention to our investments.”
- Robots in investing: AdviseSure wants to disrupt the financial advisory marketAs a financial planning firm, AdviseSure simply uses the efficiency of a machine and the understanding of a human to come up with the best ...
- Online MF distributors, robo advisors catch fancy of private equity playersWhile Rs 150 crore has been invested into the likes of scripbox, arthyantra, fundsindia and 5nuance, more are in the offing.
- MFs consider 'robo' advisory route to woo retail investorsBrokerage firm ICICI Securities had announced the launch of a robo advisory platform to enable timely investment decisions.
- How to make the choice between human & robotic financial aidThere are pros and cons in the quality of advice you get from automated online financial planning programs and the good-old wealth planner.
- ICICI Securities launch a Robo advisory platformICICI Securities has launched “Track & Act”, a Robo advisory platform that will offer financial planning and tracking for investors.
- Would you let a robo-adviser handle your hard-earned money?As robo-advisers—online, automated platforms—take over the task of financial planning, find out how feasible is this option.
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