Kuldeep Shrimali

Consulting Partner at Tata Consultancy Services

Message Posts: 5 Comments: 1

Bio Over 22 years of IT Consulting experience and currently associated as Consultant Partner with the Banking and Financial Services business unit at Tata Consultancy Services Career History Have worked with some of the top global financial institutions and successfully executed technology led transformation programs within the Wealth Management and Capital Markets space.

Blogs

Capital Markets Technology

Maximize value across wealth customer journey through insights

02 Mar 2023

The competitive landscape of wealth management industry is evolving very rapidly by a range of forces including an increasingly diversified client base with much higher expectations, hybrid advisory model powered by technology, regulatory change, geopolitical volatility and aggressive fintech with efficient digital business models. The leading wea...

Embedded Finance

Embedded investments – An industry view

27 Jan 2023

Abstract The financial services industry has seen significant growth in the embedded finance space for the past decade. The growth areas are mostly in the embed payments, insurance, and credit but are there opportunities to reimage other financial services offerings like investments and advisory services being embedded directly into the customer e...

Capital Market Technology

Direct indexing – Bolstering client’s demand for affordable hyper personalized investments

29 Aug 2022

Abstract Direct indexing as an investment product allows clients to hold individual securities that are part of an index, unlike a mutual fund or an exchange traded fund where client own shares of the fund but not the underlying individual securities within the fund. It also offers additional flexibility, such as tax optimization and security lev...

Banking Strategy, Digital and Transformation

Next-gen estate planning: Time to embrace digital transformation

01 Nov 2021

Abstract One of the few sectors that has witnessed positive growth post the pandemic is the estate planning industry. After a period of negative growth during pre-pandemic times, there is now an increased awareness among individuals to seek professional advice for creating a well-documented estate plan to manage their assets in case of death or in...

See all Kuldeep's blogs

Kuldeep is Commenting on

Liberate LIBRA off the currency war, and let it find its meaningful place as a STO.

Insightful !

27 Jun 2019 Reply Read article