Research

10 posts
Insights

Investing in Small Caps: Turning Regulatory Changes into Opportunity

The ChangeSeeking to diversify underlying investments in multi-cap funds, the capital market regulator (SEBI) issued a circular on September 11, 2020, instructing fund houses to modify…

Research

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…

Business

Adapting to Change – 5 Ways Technology can Boost Financial Advisory

Financial planning is a forward-thinking goal-based collaborative process and as advisors, you are expected to assist clients across a spectrum of financial needs. Holistic financial planning…

Financial Advisors

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,…

Business

How do we get around Security Issues using DevSecOps?

As they say, a strong fortress needs a strong foundation. Making a robust platform, with data security at its core, requires us to ensure that every…

Technology

Financial Advisors vs. Robo Advisory: A Deep Study

Algorithm-based predictive financial advisory services are taking India by storm. FinTech organizations offer several financial services through their Robo Advisors. Pre-fed data via surveys and information…

Technology

How do Financial Advisors Tackle Volatile Markets?

‘Past performance is no guarantee of future results’ - Investing during volatile markets feels like a roller-coaster ride that never-ending. As financial advisors, investors look to…