Why We Make Bad Investment Decisions?
Co-Founder at Dezerv
Introducing Sandeep Jethwani, a renowned investment manager and co-founder of Dezerv, an innovative wealth management firm that provides simplified investment solutions for working professionals in India.
As the son of two PSU bankers, Sandeep grew up with a deep understanding of the importance of managing money well. After graduating from IIM Bangalore, he embarked on a 17-year career managing wealth for India’s ultra-wealthy across different industries and geographies.
However, Sandeep felt restless because he knew that most Indian working professionals did not have access to the same level of expertise and investment opportunities as the ultra-wealthy. Many people either did not invest or invested ad-hoc, leading to poor long-term returns.
Determined to solve this problem, Sandeep and his team at Dezerv offer an investment management program designed to cater to the investment needs of Indian working professionals. With Dezerv, you can invest in expert-managed mutual fund portfolios, market-linked debentures, and early-stage businesses or startups alongside top VCs and founders.
In just one year, Dezerv manages over 1400+ crores of assets for their clients. With their wealth check-up app, you can receive a comprehensive assessment of your investment portfolio from top financial experts in India and get recommendations on how to optimize your investments.
Take home these learnings:
2. Relation between emotions and financial habits
3. Myths about entreprenuership
4. Basics of wealth management