New Age Wealthtech Platforms Foster Financial Literacy, Inclusion and Democratise Investment Opportunities: CFA Society India's 6th Fintech Conference
Mar 12, 2024
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.