Anmol Verma on Fintech Innovation, Impact Investing & Building a Smarter Wealth Future | Modern Investing Podcast episode artwork

EPISODE · Aug 15, 2025 · 48 MIN

Anmol Verma on Fintech Innovation, Impact Investing & Building a Smarter Wealth Future | Modern Investing Podcast

from Modern Investing Podcast · host Sidepocket Financial

Message the HostIn this episode, we sit down with Anmol Verma - investor, fintech founder, and co-architect of a $100M Global Impact Fund-to explore what it means to invest with clarity, purpose, and adaptability in today's changing world.From leading high-conviction investments across emerging markets at Arisaig Partners, to co-founding Finvest, an AI-powered wealth platform for mass-affluent millennials, Anmol shares a uniquely grounded yet visionary perspective on the future of finance.We explore:What she learned launching a $100M impact fund-and how she measured real-world outcomes like healthcare and menstrual hygiene accessThe macro insights and risk management frameworks that help her evaluate complex opportunitiesHow AI is transforming wealth management by reducing friction and increasing personalizationWhy Finvest is building an all-in-one platform that unifies tracking, investing, and intelligent automationWhat she believes wealth platforms must evolve into for the next generation of investorsAnmol also reflects on building with integrity, the importance of "strong opinions, loosely held," and how operating from deep self-trust has guided her career pivots.Whether you're managing your portfolio, building a fintech product, or navigating uncertainty in your own investing journey, this episode will equip you with tools-and perspective-for what comes next.About Anmol Verma: Anmol is the co-founder of Finvest, an AI wealth advisor platform helping time-strapped professionals manage their money with confidence and intelligence. She previously led due diligence for concentrated emerging market portfolios and helped launch a $100M Global Impact Fund at Arisaig Partners.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com 

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Message the Host In this episode, we sit down with Anmol Verma - investor, fintech founder, and co-architect of a $100M Global Impact Fund-to explore what it means to invest with clarity, purpose, and adaptability in today's changing world. From leading high-conviction investments across emerging markets at Arisaig Partners, to co-founding Finvest, an AI-powered wealth platform for mass-affluent millennials, Anmol shares a uniquely grounded yet visionary perspective on the future of finance. ...

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Anmol Verma on Fintech Innovation, Impact Investing & Building a Smarter Wealth Future | Modern Investing Podcast

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