Before the advent of tech enabled investing, we used to rely on investment advisors to help choose and get access to wealth generating investment opportunities. But what if we could get the best of both worlds – tech enabled investing with a human touch? We caught up with Aditya Agarwal, founder of Wealthy to discuss how Wealthy is using technology to power the next generation of wealth advisors. In this episode we discuss:

  • Challenge of getting quality financial advice in India
  • Hypothesis behind Wealthy
  • What Wealthy offers
  • Traction so far
  • Customer profile
  • Business model
  • Road ahead

Do listen to this episode to understand how tech enabled investing can enhance wealth advisory

Timeline

00:00 Start
00:42 Introduction
01:08 Aditya’s Introduction
05:08 Challenge of getting financial advice & hypothesis behind Wealthy
15:39 Introduction to Wealthy’s proposition
19:39 Traction on Wealthy
22:13 Customer profile and behavior
25:34 Business model of Wealthy
26:16 Road ahead for Wealthy
27:45 Getting in touch with Wealthy

Additional Information

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