Deep-dives, research notes, and perspectives on wealth management, financial inclusion, fintech regulation, and the technology transforming how the world invests.
The industry mastered managing money. It never mastered understanding people. Anand Rai, Cofounder & CRO, makes the case for combining artificial intelligence with behavioral, contextual, and educational intelligence.
India sits on a $2.4 trillion deposit base — yet mutual fund penetration is barely 16% of GDP. We break down the structural shift underway and what it means for institutions that move first.
Loss aversion, goal commitment, and social proof — how modern nudge engines drive portfolio discipline without human intervention.
Vernacular UX, video onboarding, and community-powered distribution — a look at what actually works in underserved markets.
From AMFI's interoperability mandate to the new KRA framework — a practical compliance checklist for licensed wealth platforms.
74% of adults in emerging markets cannot pass a basic financial literacy test. We examine what schools can realistically do — and where technology must fill the gap.
Lending apps are adding wealth. Payroll platforms are embedding SIPs. We explore the API economy driving embedded finance and what it means for standalone wealth players.
Women investors show 3.2× higher retention and lower redemption rates. Yet most platforms still treat them as an afterthought. Here's what purpose-built looks like.
Portfolio performance reporting is broken for most retail investors. We look at why time-weighted metrics matter and how to present them without jargon.
NRE vs NRO accounts, repatriation rules, RBI master directions — a complete compliance walkthrough for wealth platforms serving diaspora investors worldwide.
Insights, regulatory updates, and platform thinking — delivered every Tuesday to fintech leaders and wealth managers globally.
No spam. Unsubscribe anytime.
See how AmaraWealth's platform turns industry knowledge into product reality — with a live demo tailored to your institution.