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Karthik Dhinakara Ram

Lead, Capital Markets Industry Advisory, BFSI, TCS

Kuldeep Shrimali

Senior Domain Consultant, Capital Markets Industry Advisory, BFSI, TCS


  • Early movers in the investment and advisory industry are seamlessly embedding investment services into the customer journey. 
  • Incumbent firms must foray into this space to cater to a mass-market customer base and unlock new revenue streams.  
  • They must evaluate strategic partnership models, target client segments, and digital channels to identify new or extended capabilities and quantify their impact on the cost structure and revenue streams.