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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 ....

Sandeep Gupta , Kashyap Kompella , Anand Dutta , Krishna Hegde , Siddharth Pai , Ajinkya Kulkarni , Ravi Gautham , Megha Malpani , Avinash Rao , Shailesh Dhuri , Raman Chandna , Shamit Chokshi , Satya Sree Akella , Shuvi Shrivastava , Rulezero Tech Solutions , Society India , Principal Offshore Fund Investments , Partner Of Zvest Financial Services , International Business , Northern Trust Asset Management India , Fintech Conference , Taj Bengaluru , Emerging Investment Platforms , Commercial Real Estate , Private Equity , Wint Wealth ,

New Age Wealthtech Platforms Foster Financial Literacy Inclusion and Democratise Investment Opportunities CFA Society Indias 6th Fintech Conference

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 Gupta , Society India , Fintech Conference , Taj Bengaluru , Emerging Investment Platforms ,

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