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Career Insights: WealthTech in India
Wealthtech firms leverage technology to automate the delivery of wealth management and investment services. They enable end-to-end digitization of a retail investor’s investment process. The sector is expected to cater to 12 million investors in India by 2025, up from four million in 2020. Because of this immense opportunity, multiple business models have emerged in the areas of brokering , portfolio management, and advisory services, and even more are expected in the future.
The evolution of wealthtech in India is creating new and unique opportunities for investment professionals. This webinar will reveal what those opportunities are, and how CFA® charterholders and candidates can capitalize on them. Join Vaibhav Jain, CFA, head of Wealth Management Partnerships, Sales, and Content at WealthDesk, a leading Indian wealthtech firm, as he helps us explore this novel sector.

Learning Outcomes
• Gain an understanding of the wealthtech space in India.
• Discuss developments expected in the future.
• Evaluate long-term career expectations.
• Review the roles, responsibilities, and career paths.
• Examine the required domain knowledge, skills, and competencies.

Professional Learning for CFA Institute Members

This webinar qualifies for Professional Learning credit. PL credits can be update by yourself by logging in their online Professional Learning tracking tool on the CFA Institute website. By registering to attend this webinar, you accept the terms of CFA Institute and Zoom’s Privacy Policies. You can withdraw your consent by following the instructions in the CFA Institute Privacy Policy at any time. The terms are listed at https://www.cfainstitute.org/en/about/governance/policies/privacy-policy and https://zoom.us/privacy

Feb 9, 2023 05:30 PM in India

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Speakers

Vaibhav Jain, CFA (Speaker)
Head–Wealth Management Partnerships, Sales, and Content @WealthDesk
Vaibhav Jain is a CFA® charterholder and a CMT® charterholder, currently leading strategic partnerships and content at WealthDesk, a PhonePe group company. Jain has more than 10 years of corporate experience across investment banking, private wealth management, and data analytics. He has also been a regular speaker and a guest lecturer on topics related to wealth management at various top B schools and engineering colleges, as well as corporates, having addressed more than 10,000 people. Jain earned his MBA from IIM Indore.
Litesh Gada, CFA (Moderator)
Founder @Aureus Consultancy
Litesh Gada is extremely passionate about equity investments and has almost 15 years of professional experience in private equity, investment management, direct tax (advisory), mergers and acquisitions (tax and regulatory), and corporate finance. He has rich and in-depth knowledge in valuation, investment structuring, mergers and acquisitions, and transfer pricing. Gada has hands-on experience in the entire investment process from deal initiation until disbursement of money to the companies. He has been responsible for monitoring and handholding portfolio companies on a regular basis. Gada’s core expertise is to assist midsize and small companies that have growth potential in raising funds and scaling operations. Gada is a CFA® charterholder, chartered accountant (CA), and company secretary (CS). He earned his bachelor’s and master’s degrees in commerce from Mumbai University.