Managing India’s Crorepatis with Sandeep Jethwani on Wealth Management for HNIs | Paisa Vaisa
Paisa Vaisa with Anupam Gupta

Managing India’s Crorepatis with Sandeep Jethwani on Wealth Management for HNIs | Paisa Vaisa

July 27, 202650 min

India has nearly 1 crore crorepati households, but only around 8,000 to 10,000 wealth managers serving this growing segment. So who really needs professional wealth management, and when is DIY investing enough? In this episode of Paisa Vaisa, Anupam Gupta speaks with Sandeep Jethwani, Co-Founder of Dezerv, about how Indian investors should think about direct mutual funds, financial advisory and PMS. Sandeep explains why choosing funds purely on past performance can be misleading, why last year’s best-performing fund may not repeat its success, and why 40% of Dezerv’s inflows come from investors transferring existing mutual fund portfolios. <...

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