A Quantamental Approach

In a rapidly evolving financial landscape, Shriram Asset Management Company (AMC), under the leadership of Kartik Jain, MD & CEO, combines innovation, technology, and human insight to tackle investor needs and industry challenges.

- Manoj

MARKET PULSE

Shriram AMC’s strategy begins with listening to the market. Jain highlights a distinct pattern: “While 80-82% of AUM still come from the top 30 cities, smaller markets, or B30 regions, are showing impressive growth rates on a smaller base. Smaller markets are growing on a smaller base, and younger investors are entering through online platforms with smaller ticket sizes.”

He emphasized that distributors play a crucial role in building trust and ensuring sustained investments. “The human touch helps customers understand their portfolios better and stick through market cycles,” he adds.

LEVERAGE ALTERNATE DATA

In an era where data-driven decision-making reigns supreme, Shriram AMC is tapping into alternate data to refine its targeting strategies. Jain explained that the company uses digital footprints, such as online behavior and device preferences, to identify customers with a higher propensity for mutual fund investments. “Digital behavior, like the websites visited or apps installed, & device types, such as iPhones, are key indicators of investment potential,” he said. Shriram AMC is leveraging such insights and optimizing its customer outreach and make it marketing effort more precise.

CUSTOMER-CENTRIC PRODUCTS