INVESTMENT AND WEALTH MANAGEMENT
INVESTMENT AND WEALTH MANAGEMENT
Financialisation of savings is accelerating, especially among digital-first, younger investors. WealthTech platforms are leveraging AI and automation for hyper-personalised advice and portfolio construction. Demand is growing for alternative assets (e.g., private equity, infrastructure), ESG-led investing, and hybrid advisory models. The ongoing generational wealth transfer is further amplifying the need for digital-first, values-aligned offerings.
We support clients in their digital strategy across different formats such as ecommerce, q-commerce, FSA, eB2B, D2C and social media, improvement in terms of trade with channels, as well as offline channel growth and positioning/pricing
We support clients in their digital strategy across different formats such as ecommerce, q-commerce, FSA, eB2B, D2C and social media, improvement in terms of trade with channels, as well as offline channel growth and positioning/pricing
We unlock customer value through brand positioning & perception improvement, refinement of customer propositions & targeting efforts, increasing NPS, retention and wallet share.
We unlock customer value through brand positioning & perception improvement, refinement of customer propositions & targeting efforts, increasing NPS, retention and wallet share.
We help clients across financial services with field force retention and incentivization strategy design, VAS upsell strategy, along with building out their ad monetisation strategy.
We help clients across financial services with field force retention and incentivization strategy design, VAS upsell strategy, along with building out their ad monetisation strategy.
We aid clients across M&A support, commercial and tech due diligence for funds, sell-side due diligence and road to IPO strategy & public affairs management.
We aid clients across M&A support, commercial and tech due diligence for funds, sell-side due diligence and road to IPO strategy & public affairs management.
Impact Story
New SEBI rules were widely expected to cool retail derivatives trading. A leading global investment firm evaluating an opportunity in India's wealthtech ecosystem asked Redseer to test that assumption against the behaviour of the market's highest-value segment: traders for whom derivatives are the primary vehicle for building wealth. The findings ran counter to regulatory intent. Active traders increased both trade frequency and bet size after the rule changes, even though most were not making money, and platform loyalty proved unusually resistant to price competition.
BFSI
India • Oct 01, 2026
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