How to Create wealth ? | CEO

[@saieshwar2]

Awesome Discussion. It's so true that small businesses are Consolidating. As the owner of a bakery, all our sales of Biscuits (Britinnia, Parle), Cool Drinks, chocolates sales have reduced due to big players like Dmart, Reliance Retail, etc. It's Due to Discounts and none of the company provides these offers to us.

[@prashantnaik7654]

Very nice discussion straight forward to the point, top to down thinking, data driven comments

[@t0am1tvats]

One of the rare podcast where i found questions to be as good or much better than the answers. Keep it up

[@focusfocus8966]

Host is very good. Sensible questions, trying to get the best out of the guest.

[@shivajinalawade6128]

Very nice interview, good to hear from Sandeep from Dezerv

[@satishkotakonda7862]

One of the best and holding chat I have seen in a long time. Very well done, impressive

[@hgmurty]

nice talk. it reassured my investment statergy. better be invested in proven, boring style for long time than, chase recent hype and hooplah.

[@raghvinderjoshi4667]

Nice, reassuring to new individual investors.

[@polymathmuffin7461]

Excellent discussion. You gained a subscriber!

[@ShrutiPendharkar-hz4uy]

how to use dezerv???

[@jashnbhagati6703]

amazing

[@nayaksandeep2001]

The star ratings of mutual funds are also dubious ... Some funds for eg small cap funds are rated 2 star and have given 25% CAGR for eg just because benchmark is 30% but fact is 25% is still a good return

[@modellocomotiveworks2215]

Return is not the sole criterion for star rating

[@pragyadityarawal5569]

What is the issue even if some one is under performing to underlying benchmark by 3-4 percent....he is still making 12-14 percent easily....without chillam chilli of soccalled wealth managers........amd who is even doing ethical based financial planning here....they all get backed by certain AMCs and they promote thise fund houses or funds only...

[@ybdzv1294]

I think your view is super narrow and ill-informed. Not all wealth managers are the same. Largely there are three kinds of licenses that Wealth Managers operate under. 1. RIA - Registered Investment Advisor - Charges a fixed fee to their clients reagrdless of returns, profits or losses. 2. MFD - Mutual Fund Distributors - These are people who offer wealth management for free but are given commissions by AMCs in the back for pushing their products. 3. PMS - Portfolio Managers are the third and newest kind of wealth managers where the fee is either a fixed management fee (generally 1% of your portfolio value) or performance drives (generally 5-10% of the profits they generate for you). 4. AIFs - Very similar to PMS but only for those who can give 1 Cr in one go. All have their own pros and cons but PMSs are unique because they have alignment of interest of an RIA and Tech, Expertise and Scale of an MFD. Best of both worlds.

[@pragyadityarawal5569]

@@ybdzv1294 I hope you know what you talking ….

[@upendrasolapurkar]

Trust deficit in wealth managers & fees charged based on AUM rather than on gains

[@rajasimon]

Wait if dezerv invest in MF then I have to pay extra na? for example MF gain tax is 10 or 15% and then top of that i have to pay dezerv 1% from my total portfolio?

[@sc7783]

Yes, thanks. I am glad that at least one other person noticed this😊

[@asursrinivas]

U will pay 5% of the profit you earn. They don't charge if u make a loss. Also they invest only in direct funds. My friend is invested in their PMS and they are very transparent. Secondly if you want to invest 50 lack in MF at one go it can be very daunting considering the current market Hughes. For some who think it is best left to experts, this is the best option avaipable after through research in all possible avaipable instrument vehicles currently. If you know anything which is better really curious to know for my knowledge.