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Podcast: The Startup Operator
Episode: EP 129 : Wealth Advisory for Everyone - Asheesh Chanda (Founder & CEO, Kristal AI) | Personalization through Fintech
Description: 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 Man...