Couchonomics with Arjun

Digital Wealth Platforms vs Robo-Advisors: What Investors Need to Know

Arjun Singh Season 4 Episode 16

Wealth management is no longer just champagne perks and 2% fees. The new generation of investors demands digital, transparent, and affordable solutions.

In this episode of Couchonomics with Arjun, we’re joined by Dhruv Arora, Founder & CEO of Syfe, a digital wealth management platform managing over US$10B.
We cover:
- Why trust is the biggest competition in digital wealth
- The difference between robo-advisors & true digital wealth platforms
- How Syfe is scaling across Singapore, Hong Kong & Australia
- Why inclusivity without affordability doesn’t work
- The merging of saving + investing into one continuum

A sharp look into the future of wealth management, fintech, and investing.
🎧 Full episode now on YouTube, Spotify & Apple Podcasts.



Couchonomics with Arjun Season 04 is brought to you by our partners:
Adyen https://www.adyen.com/
Thunes https://thunes.com/
Mastercard https://mastercard.com/
E& https://www.eand.com/
Digit9 https://www.digitnine.com/
SC Ventures https://scventures.io/
Hala https://hala.com/


chapters:
00:00 Episode Highlights
00:55 Introduction
01:38 Defining Digital Wealth Management
02:28 The Future of Wealth Management
07:07 Challenges for Traditional Banks
16:07 Trust and Transparency in Wealth Management
19:56 Expansion and Growth Strategies
24:42 Localization and Personalization in Wealth
26:42 Exploring Syfe's Offerings
27:28 Model Portfolios and Cash Management
28:15 Holistic Wealth Management
29:33 Deep Integration and Proprietary Technology
31:49 Rule-Based Investing vs. Robo-Advisors
35:08 Democratizing Access to Wealth Management
41:06 Future of Wealth Management and Crypto Integration
48:47 Syfe's Expansion Plans and Final Thoughts

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