Understanding the Emerging Role and Importance of Robo-advisory: A Case Study Approach

Shreshtha Singhvi ()
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Shreshtha Singhvi: Commercial Banking Group IndusInd Bank

A chapter in Fourth Industrial Revolution and Business Dynamics, 2021, pp 37-51 from Springer

Abstract: Abstract Robo-Advisory is a new phenomenon emerging in the field of financial technology (FinTech), solutions to asset and wealth management. With respect to investments, robo in robo-advisory stands for processes that have been automated and are algorithm driven without any human influence for investing purpose and advisory stands for asset and wealth management purpose by using channels like websites, mobile and desktop applications. The above combined together aim to provide an online portfolio management by investing client’s assets and automating client advisory. Robo-advisors translate the client input into investment logic such as liquidity adequacy, risk appetite, purpose adequacy, to name a few. The services offered by robo-advisors are quickly accessible, economical, transparent and unbiased. The chapter in its current form and scope focuses on the evolution of robo-advisory landscape, globally. It aims to study the working, various models and market scenario of robo-advisors. Further, this chapter also entails a case study for better understanding of the concept.

Keywords: Robo-advisors; Investment; Asset & wealth management; And financial technology (search for similar items in EconPapers)
Date: 2021
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Persistent link: https://EconPapers.repec.org/RePEc:spr:sprchp:978-981-16-3250-1_3

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DOI: 10.1007/978-981-16-3250-1_3

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