Wealth & InsurTech
Digital brokerage, mutual funds, robo-advice, and the insurance value chain—productised.
A combined track covering digital brokerage mechanics, mutual funds and UPI mandates in India, robo-advice fundamentals, plus InsurTech: policy administration, claims, and embedded insurance models for platforms.
5 lessons · ~104 min · 0% complete
- Lesson 1 · Foundations · Both
Digital Brokerage Basics
How online broking works: accounts, orders, clearing, and the controls that keep trading platforms safe.
20 min → - Lesson 2 · Practitioner · India
Mutual Funds & UPI Mandates (India)
How MF investing is productised in India—folios, KYC, and UPI Autopay / mandates for SIPs.
22 min → - Lesson 3 · Foundations · Both
Robo-Advice Overview
What robo-advisors automate—risk profiling, allocation, rebalancing—and where human advice still matters.
18 min → - Lesson 4 · Practitioner · Both
InsurTech: Policy Admin & Claims
Policy administration systems, claims workflows, and where digitisation actually improves loss ratios and NPS.
24 min → - Lesson 5 · Practitioner · Both
Embedded Insurance
Offering cover inside non-insurance journeys—travel, commerce, mobility—without becoming a full-stack insurer overnight.
20 min →