About this episode

Anupam Gupta discusses wealth management for high net worth individuals with Sandeep Jethwani, focusing on investment strategies and the role of wealth managers.

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. The conversation also explores the real value of a wealth manager, the cost of professional advice and why investing is often more about personality and mindset than numbers. They also discuss why comparing portfolio returns with friends can lead to poor financial decisions. From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations. Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana & more Watch full episodes right here on YouTube…

People in this episode

Host: Anupam Gupta

Guest: Sandeep Jethwani

Topics covered

• wealth management
• HNIs
• mutual funds
• financial advisory
• investing mindset

Keywords

• crorepati
• wealth management
• financial advisory
• mutual funds
• PMS
• investing
• portfolio returns

Mentioned in this episode

Organizations: Dezerv

Places: India

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