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Kuldeep Shrimali

Consulting Partner, Capital Markets, BFSI, TCS


  • Direct indexing is a new investment product—experts believe that the demand for this product will increase exponentially. 
  • The benefits of direct indexing are many, from tax optimization and personalized overlays to socially responsible investing, low expense ratios, and much more. 
  • With more than three decades of experience in global wealth management, TCS has identified the opportunities that direct indexing offers to investors. Hence, we present an approach that wealth management firms can adopt to design direct indexing products tailored specifically to their clients’ needs. This approach helps firms stay ahead of the competition.