Equity Research FinTechs

Equity research in the investing world is summarily defined as researching about equity and associated products like mutual funds, etc. to provide a buy/sell recom-mendation to an investor. Though the term indicates research related to equities only, in the real world the same has been extended to multiple other elements like com-modities, real estate, etc. […]

Socially Responsible Investing

It is an investing concept that believes that financial return and social good can go hand-in-hand. The concepts that define social good typically converge upon the following areas: environment, social justice and corporate governance. This kind of investing could be divided into two approaches: (1) only scanning the investing options for their adherence to social […]

Automated Investing.

Automated investing is more commonly referred to as robo-advising in the wealth management industry. Robo-advising is done by robo-advisor platforms or auto-mated investment services that use computational algorithms to manage customers’ investments. There are multiple different types of robo-advisor platforms depend-ing on the extent of automation they apply to manage an individual’s investment. The typical […]

Financial Advice

Established investment banks would typically offer financial advice to only high networth individuals (HNI), i.e., individuals with a certain basic minimum cor-pus, usually thousands of dollars and above, available for investing. Increasing wealth of the middle class globally and multiple avenues available for financial literacy including the Internet, has resulted in dramatic increase in the […]

FinTechs in a Wealth Management Industry

The wealth management industry has been the third industry after the lending and payment industry, that has been disrupted the most by FinTechs. The FinTech dis-ruption in the wealth management industry has been centered around the financial management and wealth advisory functions that were usually performed by the investment banks. The typical customers for most […]