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"I always feel it - am I able to add value to them? And if not, then I need to go back to the drawing board. Think harder, read more, be more aware."

This drive to constantly improve and stay ahead of the curve permeates everything Sandeep Jethwani does at Dezerv. As the co-founder of one of India's fastest-growing wealth management platforms, Sandeep knows that in the world of finance, standing still means falling behind.

In this illuminating conversation with Vaas Bhaskar (Principal, Elevation Capital), Sandeep takes us through Dezerv's journey of building a trusted brand for India's affluent investors. With over ₹7,000 crores in client assets, Dezerv is leveraging technology and expertise to solve a crucial problem - the severe underperformance of most high net-worth portfolios.

Sandeep shares how Dezerv's Wealth Monitor app revealed a startling insight - nearly two-thirds of over 250,000 mutual fund portfolios they analyzed, comprising over ₹60,000 crores, struggled to beat their benchmarks. This resulted in missed gains of over ₹2,500 crores for investors.

In this episode, you will gain insights on:

1. Identifying the whitespace in India's wealth management industry


2. Building trust in a digital-first environment


3. The power of personal branding in financial services


4. Balancing multiple subcultures within the organization


5. The journey from the first set of users to ₹7,000 crores AUM