Indian Wealth Management Forum 2019 - Highlights - Anand Moorthy

Anand Moorthy

Founder & CEO


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  • 1. What are the challenges and opportunities for this industry?

    I believe the real challenges in the industry are giving the right advice at the right time and the market data, which can be more transparent to the clients as to where they should invest, how they should invest, and how much they should invest. I believe the opportunity lies in how technology can change the way in which their advice is delivered. Not only that, but to do with (technology providing) very specific risk analysis (and) risk portfolio management to figure out as to what the appetite of the client is. And I think most of the wealth firms overall are trying to look at multiple platforms, practices. They don't want to change anything but are looking at how things can be easily delivered and managed.