Over $80 trillion in global wealth is moving to a younger, more digital generation. But who will manage it—and how will AI, trust, and technology reshape investing?In this episode of Couchonomics with Arjun, Caesar Sengupta, Co-Founder and CEO of Arta Finance (backed by Eric Schmidt, Peak XV, and Ribbit Capital), shares how his company is democratizing wealth management—bringing institutional-grade investing to millions worldwide.Discover how AI is redefining advice, why trust matters more than ever, and how digital platforms like Arta x Wio are changing the game for banks, advisors, and investors alike.🎧 Listen now on YouTube, Spotify, or 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 01:10 Introducing Caesar Sengupta02:00 The Great Wealth Transfer03:07 Secular Forces in Wealth Creation05:38 The Myth of Democratization10:13 Retail Trading: Speculation or Wealth Building?13:33 Building Trust in Wealth Management17:25 The Role of Technology in Wealth Management24:42 Family Offices and Digital Capabilities27:57 Regulatory Challenges and Partner Expertise28:13 Designing and Offering Structured Products30:13 AI's Role in Fintech and Wealth Management33:41 AI's Impact on Wealth Strategies35:46 AI in Customer Experience and Wealth Planning42:26 Concerns and Future of AI in Wealth Management45:39 Business Strategy and Future Directions49:29 Conclusion 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

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