EP 129 : Wealth Advisory for Everyone - Asheesh Chanda (Founder & CEO, Kristal AI) | Personalization through Fintech

Asheesh Chanda is a fund and portfolio manager turned tech entrepreneur with Kristal.AI, a Digital-First Private Wealth platform that provides both Retail and Accredited Investors access to curated portfolios that are managed by the world’s top portfolio managers. In this episode he spoke about making the mental switch from finance to tech, the nuances of driving personalization at scale, educating and acquiring customers and more in his interview with Roshan Cariappa.

Key Highlights: 

(00:00) Introduction

(01:09) Making the mental switch from finance to tech

(04:26) Thinking as a Fund Manager vs Tech Entrepreneur 

(05:34) Aspirations of the new age investor

(07:25) Understanding Kristal.AI's business model

(09:34) Building a product portfolio

(10:53) Being a distributor or becoming a bank?

(12:45) Dealing with compliance

(16:47) Kristal.AI's monetization 

(18:16) Nuances of driving personalization at scale

(20:09) Standing out in the robo advisory space

(21:41) Humans as the differentiators

(23:56) Educating and Acquiring customers

(27:17) Operating in different markets

(31:31) High level challenges Asheesh is solving

(33:41) Things to keep in mind while building in this space

(35:51) Books and podcast recommendations

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Connect with Asheesh  : 

Linkedin: https://www.linkedin.com/in/asheesh-chanda-171a51/ 

Twitter: https://twitter.com/asheeshchanda

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Connect with Us: 

Linkedin: https://www.linkedin.com/company/startup-operator

Twitter: https://twitter.com/OperatorStartup

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