Indian InvestTech future lies in platforms balancing growth and sustainability across macroeconomic conditions.
Tier-2/3 markets expected to contribute significantly to new demat account openings by 2026, emphasizing need for integrating investment access with digital habits.
Platform success hinges on creating high switching costs through personalized insights, historical data, and goal tracking, reducing churn rates and increasing customer lifetime value.
Adapting global WealthTech models to Indian market dynamics and consumer behaviors can provide valuable growth opportunities for InvestTech platforms.