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In this webinar, Vaibhav Jain, CFA, Head – Wealth Management Partnerships, Sales and Content at WealthDesk will provide insights and advice on careers in the wealthtech space in India.

Topics: Firm ManagementCareer DevelopmentCFA Institute CharterholdersPortfolio Optimization & RebalancingReturn Analysis & Performance Measurement

Hosted by CFA Institute, CFA Society India


WealthTech firms leverage technology to automate the delivery of wealth management and investment services. They enable end-to-end digitization of a retail investor’s investment process. The sector is expected to cater to 12 million investors in India by FY25, up from four million in FY20. Due to immense opportunity, multiple business models have come up in the areas of broking, portfolio management and advisory, while more are expected in future.
The evolution of WealthTech in India is creating new and unique opportunities for investment professionals. This webinar will help us understand what those opportunities are, and how can CFA charterholders and candidates capitalize on them.
Join Vaibhav Jain, CFA, Head – Wealth Management Partnerships, Sales and Content at WealthDesk, a leading Indian wealthtech firm, as he helps us explore this novel sector.

Learning Outcomes:

  • Overview of the wealthtech space in India
  • Developments expected in future
  • Long-term career expectations
  • Roles, responsibilities, and career paths
  • Required domain knowledge, skills, and competencies

1 PL

CFA Institute members/charterholders who log in to register will automatically receive PL/SER credits in their online trackers post-event.