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The InvestTech Paradox (Part 3)

  • 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.

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