Over $80 trillion in global wealth is moving to a younger, more digital generation. But who will manage it—and how will AI, trust, and technology reshape investing?
In this episode of Couchonomics with Arjun, Caesar Sengupta, Co-Founder and CEO of Arta Finance (backed by Eric Schmidt, Peak XV, and Ribbit Capital), shares how his company is democratizing wealth management—bringing institutional-grade investing to millions worldwide.
Discover how AI is redefining advice, why trust matters more than ever, and how digital platforms like Arta x Wio are changing the game for banks, advisors, and investors alike.
🎧 Listen now on YouTube, Spotify, or Apple Podcasts.
Couchonomics with Arjun Season 04 is brought to you by our partners:
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Chapters:
00:00 Episode Highlights
01:10 Introducing Caesar Sengupta
02:00 The Great Wealth Transfer
03:07 Secular Forces in Wealth Creation
05:38 The Myth of Democratization
10:13 Retail Trading: Speculation or Wealth Building?
13:33 Building Trust in Wealth Management
17:25 The Role of Technology in Wealth Management
24:42 Family Offices and Digital Capabilities
27:57 Regulatory Challenges and Partner Expertise
28:13 Designing and Offering Structured Products
30:13 AI's Role in Fintech and Wealth Management
33:41 AI's Impact on Wealth Strategies
35:46 AI in Customer Experience and Wealth Planning
42:26 Concerns and Future of AI in Wealth Management
45:39 Business Strategy and Future Directions
49:29 Conclusion and Final Thoughts
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