Building a Next-Generation Asset Management Platform for the Retail Investor Revolution with Google Cloud
Key talking points:
- The Retail Investor Shift: The shift from conventional savings instruments to equity ownership, both direct and through mutual funds, is creating a huge opportunity for AMCs. Stress the need for AMCs to adapt and cater to this growing retail investor base’s demands.
- Data & AI for Competitive Edge: Growing importance of data and AI in asset management, enabling AMCs to:
- Gain deeper insights: Analyze market trends, investor behavior, and risk factors in real-time.
- Make informed decisions: Improve investment strategies, portfolio construction, and risk management.
- Personalize services: Offer tailored investment recommendations and customer experiences.
- Google Cloud as the Enabler: Google Cloud can help AMCs build a next-generation asset management platform by:
- Scaling infrastructure: Handle large volumes of data and AI workloads with ease.
- Leveraging advanced analytics and AI tools: Access BigQuery, Vertex AI, and other Google Cloud tools to gain insights and make data-driven decisions.
- Ensuring data security and compliance: Protect sensitive investor data with Google Cloud’s robust security measures.
How Google Cloud can add value to AMCs:
- Build a data lake: Consolidate data from various sources, including market feeds, investor portfolios, and transactional data, into a single, scalable repository on Google Cloud Storage.
- Leverage AI-powered insights: Use BigQuery ML and Vertex AI to build predictive models for investment performance, risk analysis, and customer churn.
- Optimize portfolio management: Use AI algorithms to optimize portfolio construction and rebalancing based on real-time market conditions.
- Enhance customer experience: Build AI-powered chatbots and virtual assistants to provide 24/7 customer support and answer queries related to investments, account balances, and transactions.
- Automate operations: Streamline back-office processes such as KYC, AML, and trade settlement using Google Cloud’s AI and automation tools.
By leveraging the power of Google Cloud, AMCs can build a next-generation asset management platform that is scalable, data-driven, and AI-powered. This will enable them to effectively cater to the growing retail investor base, gain a competitive edge, and achieve sustainable growth.
Agenda
5:30 pm - 6:00 pm |
Registration |
6:00 pm - 7:15 pm |
Introduction and Context Setting |
Presentation RT Discussion |
|
8:00 pm - 10:00 pm |
Cocktail and dinner |
Speakers
Abhijit Shah
CTO
Nippon India Mutual Funds
Bhushan Sonkusare
President & CTO
360 One Mutual Funds
M A Kishen Kumar
Group Chief Technology Officer
ASK Asset and Wealth Management
Nitin Saxena
Partner-Digital
KPMG
Prashant Thakkar
Chief of Operations & Technology Officer
LIC Mutual Funds
Rahul Dayal
CTO
WhiteOak Capital Mutual Funds
Rina Nathani
CBO
Quantum Mutual Funds
Seemant Shukla
CBO
JM Financial Asset Management
R. S. Srinivas Jain
Chief of Strategy, Digital & Technology
SBI Mutual Funds
Vamsi Krishna Ithamraju
CTO
Axis Mutual Funds
Yagnesh Parikh
Chief Information & Technology Officer
Trust Capital