Generating Alpha with Deep Learning
Using Machine Learning algorithm for tactical asset allocation It is an endeavour of every investor to make money without taking any undue risk. This is the…
Creating Portfolios that Make a Difference
> “You don’t have to be a genius or a visionary or a college graduate to be successful. You just need a framework and a…
DIY Investing May Lead to an Unhealthy Portfolio During the Current Pandemic: Here’s Why
In financial decisions, the two most common steps to look out for are Emotions and Information asymmetry. These are precisely the reasons that for the majority…
How Financial Advisors can Leverage Fintso’s Analytical Capabilities
With increasing digital adoption by clients, there is an increasing need for advisors to adopt technology to enhance their advisory capabilities. Data is the new superpower,…
Choosing an Advisor – How Technology Will Drive This Decision?
In this charged environment of Covid-19, investors need to be tech-savvy and personally quite invested. This involvement in financial planning has led to a shift in…
4 Reasons Why Manufacturers and Vertical Aggregators Still Need IFAs
India is expected to be the fourth largest private wealth market globally by 2028. - Global Wealth Migration Review India benefits from a large cross-utilization of…
How is Financial Advisory Coping with These Tough Times?
With experience, you can access, predict and judge a lot of financial situations, crises and conditions. But some situations are beyond our predictions, come unannounced and…
How is Working From Home Affecting an IFA’s Business?
Does working from home affect an IFA's business? Advisors are the heart of the wealth management industry in India. Their ability to serve growing…
My Business, My Brand
The one business and I can say the only business in the world that adds revenue by others’ performance is that of Wealth Management/Advisory or…
Financial Advisors are left with limited understanding of the Financial Instruments
Financial advisors are more than mere trade executers for their clients. Their role begins with building a network and establishing relationships with their clients to decipher…
Expectations of an Investor from his Advisor
What does an investor expect from his advisor? 1. Have patience to listen to clients requirement 2. Make a plan about how to achieve objectives systematically…
From Digital Connections To Direct Networking
IFAs coming together: · Importance of networking within IFAs · Increasing knowledge about the industry and its evolution · What IFAs need to evolve. What IFAs need to do…