Building trust in the digital era: Inside JM Financial’s wealth-tech transformation

Wealth management is undergoing a fundamental transformation as technology reshapes how firms engage with clients, deliver advice, and scale operations. In this evolving landscape, JM Financial Services is focusing on building technology platforms that combine personalisation, data-driven insights, and scalable infrastructure to serve a diverse investor base ranging from mass affluent customers to high-net-worth and ultra-high-net-worth individuals. In an exclusive interview, Anshuman Das, Managing Director & CTO of the company shares how the firm is leveraging data lakes, analytics platforms, cloud-native architectures, and in-house product development to enhance client experience, empower advisors, and prepare for the next wave of innovation in wealth management.

Wealth management is undergoing a structural shift, from relationship-led to platform-led models. How do you see technology redefining the way wealth firms engage, advise, and scale in a highly competitive market like India?

While technology provides apps and features to the customers, there have been attempts at ...