Photo Credit from CB Insights with Robowealth’s Edit
THE PLACE TO MAKE YOUR WEALTH BEGIN
- Thailand is becoming an aging society, but investment inclusion is still low. Robowealth was established by a group of financial professionals to ensure that crucial pain points fixed.
- The idea to create Thailand’s 1st robo-advisor seems simple, but the execution is not. Significant challenges our team has successfully overcome are regulatory, convention and technology.
- Our 1st product ‘odini’ mobile application has achieved 50,000 downloads while our premium robo-for-advisors ‘INDEGO’ has reached the milestone AuM of USD 180 million.
- Robowealth is not offering just a product; we are providing the whole ecosystem that can help all stakeholders to utilize robo-advisory services at the highest level of efficiency.
THE RISE OF ROBO-ADVISORS
1st ROBO-ADVISORY SERVICES IN THAILAND
Company and Business Formation
- Obtaining SEC LBDU license and activating it to entirely operated as a robo-advisor for Thai mutual funds
- Compliance with SEC, BoT and AMLO to enable pure digital account opening (non-face-to-face)
- Appropriate legal advice and customer agreement by Baker & McKenzie
- Acquiring a full team of C levels with diverse experiences and skill sets
- Robo-advisory R&D and business model validation
Strong Positioning in Robo-advisory Business
- Order execution and settlement infrastructure combining SET’s FundConnext and AIS’s eWallet
- Front-end system as a native application on both iOS and Android operating system
- Back-end system operating on the cloud to provide the highest level of scalability
- Analytical module to handle big data on user behavior and business intelligent
- Quantitative investment algorithm built for asset allocation and fund scoring
- eKYC module to provide the straight-through process for account opening
System Development
- Agreements with leading asset management companies and target to full onboarding in 1H2019
- Friendly ecosystem and goodwill for B2B partnerships from both incumbents and FinTech start-ups
- The readiness of infrastructure to support Robo-advisor, Robo-as-a-service, and Robo-for-advisors
- Awards and recognition from regulators and stakeholders as a leader in the robo-advisory field
BRANDS & SERVICES
Robowealth Mutual Fund Brokerage Securities Co., Ltd.
Corporate Brand
High Tech x High Touch Investment Solutions
The innovative leader in the wealth tech industry
PRODUCT – B2B
- System development service ‘Robo-as-a-service’ for incumbents
- Leveraging on recent technologies behind INDEGO and odini
- Helping financial institutions to launch the solutions
INDEGO
Robo-for-advisors Brand
Independent Global Investment Services
Premium robo-for-advisors
PRODUCT – B2C & B2B2C
- iPad application to function as “Robo-for-advisors” or “Advisor 2.0”
- Embed with professional investment analysis and recommendation
- Supporting IA/IIP to serve HNW with trustworthy high touch relationship
odini
Robo-advisors Brand
Anyone can invest
Simple robo-advisor for mass market
PRODUCT – B2C
- Mobile application (iOS + Android) to offer mass market “Robo-advisor”
- Combining reliable quantitative model with cutting-edge technology
- Providing efficient automatic investment with convenient access
OUR CO-FOUNDERS & BOARD OF DIRECTORS
All co-founders are actively participating as the board of directors to ensure Robowealth moves in the right direction according to vision and mission. Everyone has 10+ years experiences in capital markets with leading financial institutions such as banks, asset management, and securities companies.
Parnpree Bahiddha-Nukara
Chairman of the Board of Directors
- Former chairman of the board at PTT public company limited
- Former advisor to the deputy prime minister
- Former Thailand trade representative
Chonladet Khemarattana
CEO and Board of Director
“Fintech Guru”
- Advisor, lecturer, guest speaker, and blogger in the capital market
- TOP10 influential person of FinTech industry in 2018 by TFTA
- TOP12 popular analyst in 2016 voted by Money Channel
- Former business development executive of stock brokers
Pasu Liptapanlop
Board of Director
“International Banker”
- Specialized in fixed income derivatives brokerage
- Experiences in financial derivatives and debt capital markets
- Lecturer in Alternative Management, Real Estate Capital Market, and Diversity in Cultural Communication
Kamonwan Sujatanond
MD and Board of Director
“Private Wealth Specialist”
- Lecturer in finance for AIMC, ThaiBMA, and financial institutions
- K-Bank’s Excellence Performance Awards for 2 years in a row
- 10 years plus of experience in Private Banking, Capital Market, and Risk Management
Chaipakorn J.Kunopakorn
CIO and Board of Director
“Quant Specialist and Fund Manager”
- 10 years plus of experience in quantitative financial modeling and financial product structurer
- A former quantitative fund manager in leading asset management companies to manage private funds and fund of funds
Saruda Pattanahirun, CPA
CFO and Board of Director
“Accounting and Business Law Expert”
- 10 years plus of experience in Accounting, Finance, Auditing, and Taxation Law for capital markets
- Proficient in coordinating with regulators to comply with and develop new innovative guidelines for the FinTech industry
OUR AWARDS AND RECOGNITION
ROBOWEALTH
Building your robo-advisor with us
We are the opportunity to Invest in the One and Only Complete Robo-advisor in Thailand