Listen "Digital Wealth Platforms vs Robo-Advisors: What Investors Need to Know"
Episode Synopsis
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 continuumA 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 Highlights00:55 Introduction01:38 Defining Digital Wealth Management02:28 The Future of Wealth Management07:07 Challenges for Traditional Banks16:07 Trust and Transparency in Wealth Management19:56 Expansion and Growth Strategies24:42 Localization and Personalization in Wealth26:42 Exploring Syfe's Offerings27:28 Model Portfolios and Cash Management28:15 Holistic Wealth Management29:33 Deep Integration and Proprietary Technology31:49 Rule-Based Investing vs. Robo-Advisors35:08 Democratizing Access to Wealth Management41:06 Future of Wealth Management and Crypto Integration48:47 Syfe's Expansion Plans and Final ThoughtsOur website 👉 https://bit.ly/3jk7UH0Find us on our social media platforms: Arjun's LinkedIn https://www.linkedin.com/in/arjunvirsingh/ CCN LinkedIn https://www.linkedin.com/showcase/couchonomics-with-arjun-singh/ Instagram https://www.instagram.com/couchonomics/ Twitter https://twitter.com/Arjun_Vir_Singh?s=20 TikTok https://www.tiktok.com/@couchonomics Subscribe to Arjun's LinkedIn newsletter, Couchonomics Crunch: https://bit.ly/3WI4A6E