Insights from 150+ respondents aged 25-45 and conversations with investors, wealth managers, and product-makers who’ve worked at Salesforce, Axis Bank, z47, FiMoney and more.

WealthTech Report 2024-25

WealthTech Report 2024-25

WealthTech Report 2024-25

Where is new India investing?

Where is new India investing?

Insights from 150+ respondents aged 25-45 and conversations with investors, wealth managers, and product-makers who’ve worked at Salesforce, Axis Bank, z47, FiMoney and more.

Insights from 150+ respondents aged 25-45 and conversations with investors, wealth managers, and product-makers who’ve worked at Salesforce, Axis Bank, z47, FiMoney and more.

Comes out on 15th Jan, 2025

Comes out on 15th Jan, 2025

Comes out on 15th Jan, 2025

What is this research about?

This research unpacks how urban Indians approach wealth-building — their reservations, motivations, and shifting financial habits. By understanding the barriers and enablers shaping investment decisions, we aim to provide clarity on what’s driving India’s next-gen wealth-builders (ages 25-45) and how WealthTech can better support them.

What can you find in the report?

Get a front-row view of how urban Indians are rethinking wealth. Discover where they invest, the platforms they trust most — like Groww, Zerodha, Paytm Money and CRED — and how they use them to track portfolios, execute SIPs, and make bold financial moves. See how user demands from advisory models are shifting, the growing desire to preview financial futures, and what it takes for platforms to win — and keep — user trust. Uncover the critical gaps WealthTech must bridge to inspire confidence in this new era of wealth management.

Who is behind the report?

Canvs is an interface design and engineering studio based in Mumbai, India. We are group design partners to some of India’s market leaders in Banking and Finance. For this research, we partnered with Xeno CoLab.

What is this research about?

This research unpacks how urban Indians approach wealth-building — their reservations, motivations, and shifting financial habits. By understanding the barriers and enablers shaping investment decisions, we aim to provide clarity on what’s driving India’s next-gen wealth-builders (ages 25-45) and how WealthTech can better support them.

What can you find in the report?

Get a front-row view of how urban Indians are rethinking wealth. Discover where they invest, the platforms they trust most — like Groww, Zerodha, Paytm Money and CRED — and how they use them to track portfolios, execute SIPs, and make bold financial moves. See how user demands from advisory models are shifting, the growing desire to preview financial futures, and what it takes for platforms to win — and keep — user trust. Uncover the critical gaps WealthTech must bridge to inspire confidence in this new era of wealth management.

Who is behind the report?

Canvs is an interface design and engineering studio based in Mumbai, India. We are group design partners to some of India’s market leaders in Banking and Finance. For this research, we partnered with Xeno CoLab.

What is this research about?

This research unpacks how urban Indians approach wealth-building — their reservations, motivations, and shifting financial habits. By understanding the barriers and enablers shaping investment decisions, we aim to provide clarity on what’s driving India’s next-gen wealth-builders (ages 25-45) and how WealthTech can better support them.

What can you find in the report?

Get a front-row view of how urban Indians are rethinking wealth. Discover where they invest, the platforms they trust most — like Groww, Zerodha, Paytm Money and CRED — and how they use them to track portfolios, execute SIPs, and make bold financial moves. See how user demands from advisory models are shifting, the growing desire to preview financial futures, and what it takes for platforms to win — and keep — user trust. Uncover the critical gaps WealthTech must bridge to inspire confidence in this new era of wealth management.

Who is behind the report?

Canvs is an interface design and engineering studio based in Mumbai, India. We are group design partners to some of India’s market leaders in Banking and Finance. For this research, we partnered with Xeno CoLab.

What is this research about?

This research unpacks how urban Indians approach wealth-building — their reservations, motivations, and shifting financial habits. By understanding the barriers and enablers shaping investment decisions, we aim to provide clarity on what’s driving India’s next-gen wealth-builders (ages 25-45) and how WealthTech can better support them.

What can you find in the report?

Get a front-row view of how urban Indians are rethinking wealth. Discover where they invest, the platforms they trust most — like Groww, Zerodha, Paytm Money and CRED — and how they use them to track portfolios, execute SIPs, and make bold financial moves. See how user demands from advisory models are shifting, the growing desire to preview financial futures, and what it takes for platforms to win — and keep — user trust. Uncover the critical gaps WealthTech must bridge to inspire confidence in this new era of wealth management.

Who is behind the report?

Canvs is an interface design and engineering studio based in Mumbai, India. We are group design partners to some of India’s market leaders in Banking and Finance. For this research, we partnered with Xeno CoLab.

What is this research about?

This research unpacks how urban Indians approach wealth-building — their reservations, motivations, and shifting financial habits. By understanding the barriers and enablers shaping investment decisions, we aim to provide clarity on what’s driving India’s next-gen wealth-builders (ages 25-45) and how WealthTech can better support them.

What can you find in the report?

Get a front-row view of how urban Indians are rethinking wealth. Discover where they invest, the platforms they trust most — like Groww, Zerodha, Paytm Money and CRED — and how they use them to track portfolios, execute SIPs, and make bold financial moves. See how user demands from advisory models are shifting, the growing desire to preview financial futures, and what it takes for platforms to win — and keep — user trust. Uncover the critical gaps WealthTech must bridge to inspire confidence in this new era of wealth management.

Who is behind the report?

Canvs is an interface design and engineering studio based in Mumbai, India. We are group design partners to some of India’s market leaders in Banking and Finance. For this research, we partnered with Xeno CoLab.