Retail investors are now actively involved in the investment world. They are not well-versed in financial matters, making it difficult to choose the right assets. Rajan Pathak is the Co-founder and Chief Executive Officer of Finto. Financial experts create consolidated, tailored baskets that allow them to focus their investments. Various platforms like Groww, Fintso, Scripbox, Paytm Money etc. Retail investors have many options for investing. F or More Updates Stay Tuned With Moneycompanion.us.
Many of these B2B2C fintech sites partner with smallcase in order to offer investment opportunities for retail investors managed on the wealth-tech platform by financial product distributors. These partnerships allow distributors to offer customized baskets of stocks or ETFs that are based upon a client’s theme, strategy, and/or goal. They are called smallcases.
According to industry experts, such partnerships allow investors to access professionally managed smallcases that are based on strategies that reflect an idea and a theme. Pathak says, “Investors gain an in-depth understanding about the investment methods, and the more savvier investor can compare relevant ratios, graphs, and make an informed decision when choosing smallcases.”
He adds that “investors are often also permitted to transact smallcases using existing Demat accounts across India’s top brokers and track the holdings natively.” This integration will allow new customers to open Demat account digitally with their broker.
How Can They Help Investors In Real Time?
Industry experts believe that the association is part of the development of wealth-tech in the country. With the explosion of new brokerage accounts being opened, it provides investors with an alternative and viable way to invest.
Pathak states that distributors will help investors make the investment process easier.
Pathak adds that such digital wealth management platforms “bridges the acute gap between Demat account holder and informed stock investment through professionally managed smallcases, and the distributors onboard.”