Equalified WealthTech Practitioner (EWP)- Cohort I
Program Dates: September 8, 2023 - October 31, 2023
Venue: Virtual
Program Fee:
Equalifi Members: Complimentary
Non- Members: INR 5,900
- Live online sessions
- Instructor notes
- Self-paced assignments
- Discussion groups
The term WealthTech refers to the technologies that help personal and professional institutions manage finances. With the recent advancements in big data, machine learning and artificial intelligence, software programs can now offer users personalized advice on wealth management.
With the rising adoption of digital platforms in India and a growing base of investors, the Indian WealthTech market has an opportunity to multiply in the next few years. This presents a huge opportunity for wealth advisors forward if they are able to upskill and adapt themselves to changing markets.
The Equalified WealthTech Practitioner (EWP) has been designed with an objective to groom wealth advisors with skills they need to future-proof their practices, understand the resources available to them, and learn how to identify the right technologies to save time, drive productivity, improve client interaction, and ultimately increase revenue.
This program is recommended for both professionals who are new to the wealth management industry as well as those looking to significantly increase the tech adoption in their practice.
By participating in EWP program, you will learn how to:
– Better leverage technology
– Retain clients
– Invest for the future
– Build stronger portfolios, and
– Revolutionize the future of wealth advisory
| Session | Date | Day | Time | Topic | Faculty |
| 1 | September 8 | Friday | 5 pm- 6 pm | Introduction to WealthTech
|
Sharad Singh Co-founder & CEO Valuefy |
| 2 | September 15 | Friday | 5 pm- 6 pm | Digitizing Wealth Management Operations
|
Aditya Shankar Founding Partner Centricity WealthTech |
| 3 | September 20 | Wednesday | 5 pm- 6 pm | Blockchain Applications in Asset and Wealth Management
|
Swapnil Pawar Founder ASQI [Advanced Statistical and Quantitative Intelligence] |
| 4 | September 23 | Saturday | 5 pm- 6 pm | Data driven Private Banking Practices
|
Amar Kaul Chief Data Officer Barclays |
| 5 | September 25 | Monday | 5 pm- 6 pm | WealthTech Use Cases
|
Ronak Hindocha Founder & CEO IFANOW |
| 6 | October 4 | Wednesday | 5 pm- 6 pm | Global Overview of WealthTech
|
Balakrishnan Ilango Solutions Practice Lead- APAC Refinitiv |
| 7 | TBA | TBA | 5 pm- 6 pm | Impact of technologies on various Wealth Management setup
|
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| 8 | TBA | TBA | 5 pm- 6 pm | Wealthtech enabling RM in client servicing
|
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| 9 | TBA | TBA | 5 pm- 6 pm | Digital Platforms, Products and Ecosystems
|
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| 10 | TBA | TBA | 5 pm- 6 pm | Enterprise Innovation
|
