Dezerv

There are 5 major routes to wealth creation: 1️⃣ Salaries and bonuses 2️⃣ ESOPs 3️⃣ Selling businesses or stakes 4️⃣ Generational wealth 5️⃣ Content creation In this special 25th episode of the Create Wealth Podcast, we've covered all of them and curated a treasure trove of insights uncovered by our co-founder, Sandeep Jethwani. Over the last 48 weeks, Sandeep travelled across India to meet 24 wealth creators, including top entrepreneurs, investors, and thought leaders. This compilation episode features powerful snippets from past conversations, offering a concise guide to various wealth-building avenues. It's perfect for anyone seeking practical insights into growing and managing wealth. We hope you enjoy this milestone episode, packed with essential wealth-creation strategies from those who've successfully walked the path to financial success. #WealthManagement #Investing #Dezerv #CreateWealth

We’re thrilled to announce the opening of our new office in Hyderabad! With this expansion, we now have a presence in Mumbai, Delhi, Bengaluru, Pune, and Hyderabad. Hyderabad is rapidly emerging as a hub for innovation and entrepreneurship, creating a new wave of wealth creators. And, we're super excited to play an integral role in the investment journeys of these emerging wealth creators. If you're a wealth creator in Hyderabad looking to accelerate your wealth journey, we invite you to visit us at our office at Plot No: 25, 13, Inorbit Mall Rd, above Ohris Tech Park, Software Units Layout, Madhapur. #creatwealth #dezerv #wearedezerv

How will a Fed rate cut impact your investments? Watch our latest Monthly Market Update featuring our co-founder Vaibhav Porwal. In this video, Vaibhav shares his views on: 1️⃣ The current state of the market - euphoria vs. value 2️⃣ The emerging equity cult in India 3️⃣ How investors should approach their investments right now 4️⃣ Factors to watch out for in the coming months Watch the full video here! #createwealth #dezerv

The 300 registered Family Offices in India cumulatively manage assets worth USD 30 billion, which is expected to jump 50% to USD 45 billion in the next three years. This rapid growth highlights a significant shift in how wealth is managed and preserved among the ultra-wealthy. In the latest Create Wealth newsletter, our co-founder, Sandeep Jethwani, writes about Family Offices - one of the most sophisticated routes of wealth preservation dating back to the 15th century. Here’s why Family Offices matter to wealth creators: ➡️ They offer a high degree of customisation for family members and long-term focus compared to traditional wealth management. ➡️ These specialised entities provide expertise in areas such as investment management, succession planning, legacy preservation and even philanthropy. Here are some of the fascinating avenues that Sandeep explores in this deep dive: 1️⃣ Multifaceted roles - How modern Family Offices have expanded beyond investment management to encompass succession planning, philanthropy, and more. 2️⃣ Indian landscape - An overview of prominent Single-Family Offices in India, with approximately 300 formal structures and growing. 3️⃣ Key functions that make Family Offices indispensable for preserving generational wealth But that’s just the tip of the iceberg. 🔗 Access the complete analysis here - https://lnkd.in/ds_MKrre - which also covers: ➡️ A comparative analysis of Single-Family and Multi-Family Office models ➡️ A comprehensive cost analysis for setting up and maintaining a Family Office ➡️ Emerging trends shaping the future of Family Offices in India and globally P.S. - Every Sunday, our newsletter offers a unique perspective and insights on a particular business/industry/sector and is sent to over 3,50,000+ wealth creators. Join our community of informed readers. (SUBSCRIPTION LINK IN COMMENTS) #FamilyOffice #WealthManagement #CreateWealth #Dezerv

In August, Foreign Portfolio Investors (FPIs) invested INR 7,320 crore in Indian equities, bringing their 2024 total to INR 42,886 crore. This reflects a fluctuating trend, with significant buying in July and February-March, contrasted by sell-offs in April-May and January. Our co-founder, Vaibhav Porwal, shared his insights on the factors driving these trends while touching upon 3 key points - high valuation in the Indian equity market, US Fed rate cut and the shift to debt instruments. His views are covered by LiveMint, The Economic Times, businessline and ThePrint. “Valuations in the Indian equity market have risen to relatively high levels, leading FPIs to exercise caution when investing in India. They have been selectively investing in defensive market segments, focusing on sectors such as healthcare and FMCG,” said Vaibhav. Read the full article here - https://lnkd.in/d5XYdMxW - for more details on how these shifts might shape the market going forward. #Investment #FPIs #DebtMarkets #CreateWealth #Dezerv 

In last week's episode of the Create Wealth podcast, our co-founder, Sandeep Jethwani, hosted an insightful roundtable discussion with four investors who have been instrumental in our journey: 1️⃣ Mridul Arora - Partner at Elevation Capital, whose insights have been guiding us since our seed round 2️⃣ Vikram Vaidyanathan - Managing Director of Z47 (fka Matrix Partners India), whose wisdom has been invaluable in our growth phase 3️⃣ Abhinav Chaturvedi - Partner at Accel and a visionary who saw potential in Dezerv early on 4️⃣ Saravanan Nattanmai - Partner at Premji Invest, a keen supporter, who joined our cap table in the latest fundraise In this excerpt, they delve into why wealth management is a long-term game and explore the unique challenges and opportunities in this sector. Watch the full episode here - https://lnkd.in/dW2D7fK8, to learn more about - ➡️ The evolution of wealth management in India, with projections of 1 crore crorepatis in the next 4-5 years ➡️ How wealth tech start-ups can enhance access, experience, and efficiency in wealth management ➡️ The critical role of compliance and transparency in scaling fintech businesses ➡️ The transition of investor involvement from early-stage "hands-on parent" to later-stage "grandparent" ➡️ Personal investment strategies of successful VCs This discussion sheds light on the complexities of building and scaling a wealth management business in India's evolving financial landscape. #WealthManagement #Investing #CreateWealth #Dezerv #VentureCapital #FinTech

SME platforms have raised over INR 14,000 crore in the last decade (of which INR 6,000 crore was in FY24 alone), and investor interest in SME stocks has surged dramatically. Our co-founder Vaibhav Porwal highlighted the reasons and potential risks associated with this investor frenzy in the SME space, and his views are covered by Business Today, The Economic Times, and India Today . “The recent surge in SME stocks and strong listings gains in some of the companies are largely driven by three key factors - liquidity, FOMO effect and retail participation," said Vaibhav. However, he advised investors to be cautious when investing in SME stocks and focus on fundamentals, as SME stocks could correct sharply if sentiment shifts. Investors should remain vigilant and prioritise sound financial analysis over speculative gains. #CreateWealth #Dezerv #SME #Investment #IPO

With India’s INR 2,344 crore influencer market expected to reach INR 3,375 crore by 2026, wealth management is becoming crucial for content creators. In an interaction with Pratishtha Bagai of LiveMint, our co-founder Sandeep Jethwani sheds light on the unique financial challenges influencers face. “Volatility in their inflows makes them concerned about their shelf life, and while they are making money, they want to save meaningfully." he says. Sandeep emphasised the importance of strategic wealth management in navigating these challenges effectively and building long-term wealth. Read the full story here - https://lnkd.in/gNxWnj_Z #CreateWealth #Dezerv #InfluencerMarketing #ContentCreators #influencers