Wealth Tech Leaders Cohort 2027

Program Dates: January 15, 2027 - February 5, 2027

Program Format: Virtual

Program Fee:
Till November 30- INR 11,800
December 1- 31: INR 14,160
From January 1: INR 17,700

The program fee includes
The program fee includes - Live online sessions
- Instructor Notes & PPTs
- Self-paced assignments
- Discussion groups
- Session Recordings - 1 complimentary exam attempt of Equalified WealthTech Specialist (EWS) designation program

Enquire Here

The WealthTech Leaders Cohort 2027 is Equalifi’s inaugural executive education program designed in association with Valuefy — India’s leading wealth management technology platform. This program is built to equip professionals with the knowledge, frameworks, and practical capability needed to lead in the rapidly evolving WealthTech ecosystem.

Wealth management is undergoing a fundamental transformation. Technology is reshaping every layer of the value chain — from client onboarding and digital advisory to portfolio construction, data aggregation, AI-driven personalisation, and cybersecurity. Professionals who can bridge the gap between wealth management and technology will define the future of the industry.

This program is designed to provide attendees with a comprehensive understanding of the WealthTech landscape in India, including platform architecture, digital advisory, data and analytics, AI in wealth, regulatory frameworks, and emerging technologies. It is recommended for both professionals who are new to WealthTech as well as those looking to deepen their expertise in this domain.

Why You Should Register For This Program

  • Hear from leaders shaping the future of wealth management and WealthTech in India — including platform founders, product heads, CIOs, and regulators
  • Access expert analysis on digital advisory models, portfolio technology, data aggregation (Account Aggregators), AI in wealth management, and the tech stack powering modern advisory firms
  • Gain practical insights from leading WealthTech professionals who are building the platforms and products transforming how India invests
  • Earn the Equalified WealthTech Specialist (EWT) designation upon successful completion
  • Access the Equalifi ecosystem — including the WealthTech Leaders Network, thought leadership opportunities, and industry events

About Valuefy
Valuefy is India’s leading WealthTech platform, powering wealth management for banks, RIAs, family offices, and distributors across India and globally. Valuefy’s platform enables digital onboarding, portfolio management, reporting, analytics, and advisory workflows for some of the largest financial institutions in the country.

Who Should Join

  • Wealth advisors, RIAs, and distributors
  • Wealth managers and private bankers
  • WealthTech product managers and founders
  • Family office professionals
  • Fintech professionals transitioning into wealth
  • Consultants and technology providers serving wealth firms
  • Students and early-career professionals targeting WealthTech careers

Access Pass Benefits:

  • Equalifi Chartered Pass Holders receive complimentary registration for this program. Professional Pass Holders receive a 50% fee waiver and Virtual Pass Holders receive a 25% fee waiver.
  • Learn more about the Equalifi Access Pass
Session Date Day Time Topic
1 Introduction to WealthTech & Industry Overview

  • What is WealthTech: definition, evolution, scope
  • India’s WealthTech landscape: key players, market size, funding trends
  • Global WealthTech trends: US, UK, Singapore, UAE
  • The advisor-tech stack: an overview
  • Business models: B2B, B2C, B2B2C, SaaS, marketplace
  • Careers and opportunities in WealthTech
2 Digital Client Experience & Onboarding

  • Digital client acquisition and onboarding
  • KYC, video KYC, e-sign, and digital verification
  • Risk profiling and suitability
  • Goal-setting and financial planning journeys
  • Client portals, mobile applications, and reporting
  • Personalisation and segmentation
  • Accessibility and inclusive design
  • Measuring client experience and engagement
3 Digital Advisory & Portfolio Technology

  • Digital advisory and robo-advisory models
  • Goals-based investing and model portfolios
  • Risk profiling and asset-allocation tools
  • Portfolio construction and rebalancing
  • Portfolio monitoring and alerts
  • Tax-aware and cash-flow-aware portfolio features
  • Human adviser oversight of automated recommendations
  • Suitability, disclosures, and client understanding
4 Wealth Products & Digital Distribution

  • Mutual funds, PMS, AIFs, and SIFs
  • Digital access to deposits, bonds, and other investments
  • Product discovery, comparison, and execution
  • Direct, advised, and platform-led distribution
  • Open architecture and product shelf design
  • Product governance and target-market assessment
  • Fees, commissions, and conflict disclosures
  • Risks of gamification and unsuitable product nudges
5 Wealth Data & Analytics

  • Data types used in wealth management
  • Client, transaction, portfolio, and product data
  • Data collection, quality, and standardisation
  • Data aggregation and consolidated wealth views
  • Account Aggregator framework: RBI, Sahamati, consent architecture
  • Financial dashboards and reporting
  • Client segmentation and personalisation
  • Data privacy, consent, and retention
6 Artificial Intelligence & Automation in Wealth

  • AI, machine learning, and generative AI: core concepts
  • AI use cases in wealth management
  • Research, document review, and summarisation
  • Client-service automation and conversational tools
  • AI-assisted portfolio insights
  • Workflow automation and robotic process automation
  • Human review and accountability
  • Hallucination, bias, and explainability
  • Model risk and validation
7 WealthTech Architecture & Integration

  • Core wealth-management technology components
  • CRM and client-relationship platforms
  • Portfolio-management and reporting systems
  • Financial-planning tools
  • Order-management and execution systems
  • APIs and third-party integrations
  • Cloud and software-as-a-service models
  • Data warehouses and single-client views
  • Legacy-system integration
  • Build, buy, or partner decisions
8 Cybersecurity, Privacy & Resilience

  • Cybersecurity risks in wealth management
  • Identity, authentication, and access management
  • Phishing, ransomware, and social engineering
  • Data encryption and secure communications
  • Third-party and vendor risk
  • Client-data confidentiality
  • Incident response and breach escalation
  • Backup, disaster recovery, and business continuity
  • Operational resilience
9 Regulation, Compliance & Conduct

  • Regulatory landscape for digital wealth services in India
  • Relevant roles of SEBI, RBI, IRDAI, PFRDA, and IFSCA
  • Digital KYC, AML, and customer due diligence
  • Investment-advice, research, and distribution boundaries
  • Suitability and investor-protection principles
  • Digital recordkeeping and audit trails
  • Outsourcing and technology-provider oversight
  • Data privacy and consent requirements
  • Ethical conduct in technology-enabled advice
10 WealthTech Operations & Process Automation

  • Digital workflows from onboarding to servicing
  • Transaction processing and reconciliation
  • Document management and e-signatures
  • Automated reporting and client communications
  • Exception handling and operational controls
  • Straight-through processing
  • Service-level monitoring
  • Reducing manual errors and operational friction
  • Outsourced operations and oversight
11 Digital Assets & Emerging Technologies

  • Blockchain and distributed-ledger concepts
  • Tokenisation of financial and real-world assets
  • Digital custody and wallet concepts
  • Digital assets: opportunities and risks
  • Smart contracts and programmable assets
  • Open finance and consent-based data sharing
  • Embedded wealth services
  • Digital identity
  • Emerging payment and settlement models
12 WealthTech Strategy & Business Models

  • WealthTech business models and revenue sources
  • Target users and value propositions
  • Platform economics and unit economics
  • Customer acquisition, engagement, and retention
  • Partnerships between banks, wealth firms, and fintechs
  • Product management and service design
  • Technology implementation and change management
  • Measuring business and client outcomes
  • Scaling innovation responsibly
13 Ethics, Governance & Responsible Innovation

  • Client-first technology design
  • Transparency and informed consent
  • Fairness and non-discrimination
  • Conflicts in digital product recommendations
  • Algorithmic accountability
  • AI and data governance
  • Human oversight and escalation
  • Responsible use of client information
  • Balancing efficiency, personalisation, and trust
14 Global WealthTech & Cross-Border Models

  • Global WealthTech hubs: US, UK, Singapore, UAE
  • International platforms: Betterment, Nutmeg, StashAway, Wealthfront
  • Cross-border wealth: GIFT City, DIFC, Singapore
  • Regulatory arbitrage and compliance
  • Global expansion playbooks
  • Cross-border data flows and privacy
  • International partnership models
15 Product Management for WealthTech

  • Product thinking for WealthTech: user, problem, solution
  • Writing PRDs and user stories for wealth products
  • Agile development: sprints, standups, retrospectives
  • Working with engineering, design, and compliance
  • Product metrics: activation, retention, AUM, revenue
  • Go-to-market for WealthTech products
  • Roadmapping and prioritisation
16 WealthTech Product Lab — Hands-On

  • Hands-on with live WealthTech platforms
  • Building a client journey on a platform
  • Portfolio construction using digital tools
  • Data aggregation and reporting demo
  • AI tools for advisors: prompt engineering
  • Evaluating platforms: build vs. buy
17 Capstone Project Presentations

  • Capstone project presentations to jury
  • Peer feedback and mentor review
  • Certification and recognition
Bootcamp (Mumbai) — Full-Day Intensive

  • Welcome and program overview
  • WealthTech landscape deep dive
  • Platform demo and hands-on session
  • Panel discussion with industry leaders
  • Networking lunch
  • Case study workshop
  • Ask Me Anything with Valuefy leadership

To be announced

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