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Ep 112: Simplifying wealth creation for Indians ft. Scripbox

Founders Unfiltered

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Navigating Wealth Management: Strategic Evolution and Customer Insights

This chapter explores the company's transformation since 2019 in response to an evolving competitive environment in digital wealth management. It emphasizes the need for sophisticated investing options for maturing clients, the importance of human relationships, and the challenges of acquiring high-ticket customers amid potential regulatory changes.

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