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Digital Wealth Platforms vs Robo-Advisors: What Investors Need to Know

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Manage episode 503897254 series 3333728
Content provided by Arjun Singh. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Arjun Singh or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Wealth management is no longer just champagne perks and 2% fees. The new generation of investors demands digital, transparent, and affordable solutions.
In this episode of Couchonomics with Arjun, we’re joined by Dhruv Arora, Founder & CEO of Syfe, a digital wealth management platform managing over US$10B.
We cover:
- Why trust is the biggest competition in digital wealth
- The difference between robo-advisors & true digital wealth platforms
- How Syfe is scaling across Singapore, Hong Kong & Australia
- Why inclusivity without affordability doesn’t work
- The merging of saving + investing into one continuum
A sharp look into the future of wealth management, fintech, and investing.
🎧 Full episode now on YouTube, Spotify & Apple Podcasts.
Couchonomics with Arjun Season 04 is brought to you by our partners:
Adyen https://www.adyen.com/
Thunes https://thunes.com/
Mastercard https://mastercard.com/
E& https://www.eand.com/
Digit9 https://www.digitnine.com/
SC Ventures https://scventures.io/
Hala https://hala.com/
chapters:
00:00 Episode Highlights
00:55 Introduction
01:38 Defining Digital Wealth Management
02:28 The Future of Wealth Management
07:07 Challenges for Traditional Banks
16:07 Trust and Transparency in Wealth Management
19:56 Expansion and Growth Strategies
24:42 Localization and Personalization in Wealth
26:42 Exploring Syfe's Offerings
27:28 Model Portfolios and Cash Management
28:15 Holistic Wealth Management
29:33 Deep Integration and Proprietary Technology
31:49 Rule-Based Investing vs. Robo-Advisors
35:08 Democratizing Access to Wealth Management
41:06 Future of Wealth Management and Crypto Integration
48:47 Syfe's Expansion Plans and Final Thoughts

Our website 👉 https://bit.ly/3jk7UH0
Find us on our social media platforms:

Subscribe to Arjun's LinkedIn newsletter, Couchonomics Crunch: https://bit.ly/3WI4A6E

  continue reading

156 episodes

Artwork
iconShare
 
Manage episode 503897254 series 3333728
Content provided by Arjun Singh. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Arjun Singh or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Wealth management is no longer just champagne perks and 2% fees. The new generation of investors demands digital, transparent, and affordable solutions.
In this episode of Couchonomics with Arjun, we’re joined by Dhruv Arora, Founder & CEO of Syfe, a digital wealth management platform managing over US$10B.
We cover:
- Why trust is the biggest competition in digital wealth
- The difference between robo-advisors & true digital wealth platforms
- How Syfe is scaling across Singapore, Hong Kong & Australia
- Why inclusivity without affordability doesn’t work
- The merging of saving + investing into one continuum
A sharp look into the future of wealth management, fintech, and investing.
🎧 Full episode now on YouTube, Spotify & Apple Podcasts.
Couchonomics with Arjun Season 04 is brought to you by our partners:
Adyen https://www.adyen.com/
Thunes https://thunes.com/
Mastercard https://mastercard.com/
E& https://www.eand.com/
Digit9 https://www.digitnine.com/
SC Ventures https://scventures.io/
Hala https://hala.com/
chapters:
00:00 Episode Highlights
00:55 Introduction
01:38 Defining Digital Wealth Management
02:28 The Future of Wealth Management
07:07 Challenges for Traditional Banks
16:07 Trust and Transparency in Wealth Management
19:56 Expansion and Growth Strategies
24:42 Localization and Personalization in Wealth
26:42 Exploring Syfe's Offerings
27:28 Model Portfolios and Cash Management
28:15 Holistic Wealth Management
29:33 Deep Integration and Proprietary Technology
31:49 Rule-Based Investing vs. Robo-Advisors
35:08 Democratizing Access to Wealth Management
41:06 Future of Wealth Management and Crypto Integration
48:47 Syfe's Expansion Plans and Final Thoughts

Our website 👉 https://bit.ly/3jk7UH0
Find us on our social media platforms:

Subscribe to Arjun's LinkedIn newsletter, Couchonomics Crunch: https://bit.ly/3WI4A6E

  continue reading

156 episodes

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