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Stockify hosted an exclusive round-table for Stockify customers with Dhiraj Relli, MD & CEO, HDFC Securities.
Wealth creation is shifting from broking fees to holistic advisory; platforms that blend listed and pre-IPO products will capture the next wave of household savings.
Interest-rate volatility is pushing HNIs toward primary and pre-IPO pools where duration risk is lower and growth optionality is higher.
Digital onboarding, e-DIS and same-day payout are now table stakes; the differentiator is curated research that simplifies complex narratives for busy professionals.
Mr Relli, CA and IIM-B alumnus, also addressed the ICAI Dubai Chapter later in the evening, reinforcing the need for higher governance standards across listed and unlisted markets alike.
Grateful for his time and insights, looking forward to translating these themes into better product experiences for Stockify clients.
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