
Sign up to save your podcasts
Or


Savvy Wealth Founder & CEO Ritik Malhotra shares the origin story behind the firm and the industry gap it set out to solve, along with how Savvy’s modern, tech-enabled model differs from a traditional RIA. He walks through how the platform equips advisors with digital tools, operational support, and independence, while still enabling highly personalized planning—especially for next-gen clients who expect both efficiency and customization.
By Asset TV5
3131 ratings
Savvy Wealth Founder & CEO Ritik Malhotra shares the origin story behind the firm and the industry gap it set out to solve, along with how Savvy’s modern, tech-enabled model differs from a traditional RIA. He walks through how the platform equips advisors with digital tools, operational support, and independence, while still enabling highly personalized planning—especially for next-gen clients who expect both efficiency and customization.