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Beyond the dip | Capital allocation in 2025
samarth.srivastava@dezerv.in
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Beyond the dip | Capital allocation in 2025 by samarth.srivastava@dezerv.in
With Trump’s tariff war disrupting global trade and fuelling economic unpredictability, we felt an urgent need to step in—to reassure, educate, and guide our clients through the volatility.
We brought together a stellar panel of industry pioneers:
- Kalpen Parekh, MD & CEO, DSP Mutual Fund
- Aashish P. Somaiyaa, Executive Director & CEO, WhiteOak Capital
- Vaibhav Porwal, Co-founder, Dezerv
Highlight
- Market turbulence explained: A sharp drop post-COVID and uncertainty ahead
- SIP dilemma addressed: Continue investing, but adapt strategy to market cycles
- FII flows decoded: Why India remains a favourite despite EM sell-offs
- Fixed income re-emerges: Best time in years to lock in long-term bond returns
- Gold’s resurgence: Asset allocation wisdom and the case for 15–20% exposure
- Private investing trends: Why long-term alpha is shifting to private markets
- Framework for investors: Focus on future cash flows over market labels
Speakers
Kalpen Parekh, MD & CEO, DSP Mutual Fund
Aashish P. Somaiyaa, Executive Director & CEO, WhiteOak Capital
Vaibhav Porwal, Co-founder, Dezerv
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