The biggest problem impacting wealth creation is the lack of a holistic view of all investments. Over time, as portfolios expand, affluent investors are unable to monitor and adapt their portfolios to changing market conditions. The biggest reason is the…
The Micro, Small, and Medium Enterprises (MSME) segment is booming and is touted to be the growth engine for the economy. However, the availability of credit remains a key challenge. The Government, through various schemes and incentives, along with initiatives…
The 2024 Paris Olympics have a jaw-dropping budget of EUR 8.8 billion. But wait, there’s more – they’ve also thrown in an additional EUR 1.4 billion to give the River Seine a much-needed cleanse and another EUR 3.5 billion to…
Twenty years ago, when I started my career in the Wealth Management industry, India’s per capita income was INR 72,805. Today, that figure has soared to over INR 2,00,000 – a threefold increase that speaks volumes about our nation’s economic…
In FY24, smart-beta indices performed better than the Nifty 50, with low-volatility funds outperforming by as much as 6-12%, reported moneycontrol.com. With 56 smart beta funds and roughly INR 16,000 crore in assets under management (AUM), Factor Investing is gaining…
I recently read a report by global consulting firm BCG, which mentioned that India generated a record USD 588 billion of financial wealth in 2023. In fact, the next few years look very promising as well. By 2028, nearly 30%…
A little-known concept is set to shake up the investing landscape in India – the Accredited Investor. For too long, sophisticated investing has been the exclusive purview of institutions, family offices, and Ultra High Net Worth Investors. However, a new…
Wealth distribution and estate planning play a critical role in the journeys of wealth creators. In the last 20 years of managing the wealth of India’s wealthiest individuals and families, we’ve heard the experiences of the challenges that families face…
When I wrote about the Account Aggregator framework, my objective was to showcase its revolutionary potential and how we at Dezerv are integrating it into our services. This innovation was just the beginning. I then explored the Ayushman Bharat Digital…
Dear valued Dezerv client, I hope this letter finds you in great spirits. Today, Sahil, Vaibhav and I are thrilled to share an exciting milestone in our journey. Dezerv has secured a strategic funding round of Rs 265 Crores, led…