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New Age Wealthtech Platforms Foster Financial Literacy, Inclusion and Democratise Investment Opportunities: CFA Society India's 6th Fintech Conference

New Age Wealthtech Platforms Foster Financial Literacy, Inclusion and Democratise Investment Opportunities: CFA Society India's 6th Fintech Conference
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Business News | New Age Wealthtech Platforms Foster Financial Literacy, Inclusion and Democratise Investment Opportunities: CFA Society India's 6th Fintech Conference

Get latest articles and stories on Business at LatestLY. Bengaluru (Karnataka) [India], March 12: The CFA Society India concluded its 6th annual Fintech Conference held at Taj Bengaluru, MG Road on 9th March 2024. The day started with a deep dive session into the Emerging Investment Platforms by Sandeep Gupta, CFA, Director of CFA Society India. Sandeep discussed the enabling role of wealth tech ecosystems to democratize access to previously difficult to invest options like Commercial Real Estate, Commodities and Private Equity for a larger set of investors. These platforms enable a demographic cohort of youth and women to unlock the compounding benefits of investing early on. The session moderator Megha Malpani, CFA, Partner at ZVEST Advisory emphasised that it is a collective responsibility of all finance professionals, whether traditional or new age, to neutrally impart financial literacy before recommending any opportunities.
Business News | New Age Wealthtech Platforms Foster ....

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Retail investor participation in online bond platform grow 30-40% in FY24, shows data

Market participants say there are more than 15 SEBI-recognised online bond trading platforms in the country. ....

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Shark Tank India: Check out THESE 5 startups that failed to secure deal, but made it big after show

Despite rejections, several startups thrived post the show. Notable among them are Zypp Electric, Moonshine Meadery, Urban Monkey, Agri Tourism, and Shades of Spring. ....

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Endiya Partners to launch Fund III with corpus exceeding $100 million

With the new fund, the VC firm will continue to focus on deep tech, health, fintech, SaaS and also enter newer segments such as AI ....

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