THE PLACE TO MAKE YOUR WEALTH BEGIN

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  • 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

Photo Credit from CB Insights with Robowealth’s Edit

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
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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
Visit website

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
Visit website

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.

001

Parnpree Bahiddha-Nukara

Former chairman of the board at PTT public company limited

  • Former advisor to the deputy prime minister
  • Former Thailand trade representative
002

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
003

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
004

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
005

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
006

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

SEP 2018 – Joining the 5 Steps to invest by SEC

We are the 1st frontline company who selected to join the 5 Steps to invest campaign by SEC.

OCT 2018 – Capital Market Innovation Award

Received awards winning the most innovative application by SET

FEB 2019 – NIA supported the fund

Received fund by NIA Open Innovation Project

MAR 2019 – The Best Non-Bank Selling Agent Award

Received the best non-bank selling agent award by Principal

ROBOWEALTH

Building your robo-advisor with us

We are the opportunity to Invest in the One and Only Complete Robo-advisor in Thailand

Address

6th Floor, Zuellig House Building,
1-7 Silom Road, Silom, Bangrak,
Bangkok 10500, Thailand

Business Hours

Mon – Fri: 9 am – 6 pm
Sat, Sun: Closed

Phone

+662 107 1860

Email

support@robowealth.co.th