When we talk about wealth management today in fintech, more often we’re talking about how to create wealth: goal setting, risk profile management, or simply investment management overall. But Dr. Sekar Jaganathan, Director of Digital Strategy in Kenanga Bank opines that “wealth management” as it stands now more often refers to wealth creation: goal setting, risk profile management, and also investment management.
Wealth management as the term entails should include data from one’s lifestyle, such as spending habits and insurance.
“Wealth management [as an industry] has to grow. Then it has to mature,” said Dr. Sekar.
Sekar Jaganathan, Director of Digital Strategy in Kenanga Bank – Harnessing the Power of Data in Wealth Management Webinar
Dr. Sekar Jaganathan is the Founder of 7C Life RealiZation Centre (http://www.7clife.org) an organisation that is aimed at teaching people to achieve clarity of mind and live successful lives by practising mindfulness. He is also a person who has his feet firmly planted in the technology and AI, he sees the need for us to stay ahead of the global changes they herald.