Shows
Founder ThesisDemocratizing Concierge Wealth Management | Ujjwal Jain @ WealthDeskMost headlines celebrate unicorn valuations of startups, but what we really need to celebrate is when a startup generates a healthy return on investment for its investors and founders. This episode is a celebration of a founder who raised less than 5 mn dollars while building his startup which eventually got acquired for 75 mn dollars.Know about:- Treasury and its importance after 2009 financial crisis Choosing a wealth basket for greater diversity Platform strategy and customer journey Acquisition by PhonePe
2022-12-141h 05
Tracxn's Weekly Deals Roundup | India TechMay 23 2022 - GreyOrange raised $110 million, WealthDesk got acquired by PhonePeWelcome back to India Tech Weekly Deals Roundup, a weekly podcast by Tracxn for key startup deals in India from last week. In this edition, we will cover funding rounds of GreyOrange, Fashinza, BlissClub, and more. In exits, we will cover the acquisition of WealthDesk by PhonePe, among others.Starting with our deep dive into funding rounds, tech companies in India raised close to $251 million of funding across 22 funding rounds during this week.In a major funding round event, Gurgaon-based Transportation and Logistics Tech startup, GreyOrange, raised $110 million in a Series D funding ro...
2022-05-2304 min
Analytics Insight"A Revolution in the B2B Industry is On the Way because of Deep Tech" Says Ujjwal JainIn our latest podcast series, Satavisa Pati, Content Analyst at Analytics Insight, talks to Ujjwal Jain, CEO & Founder of WealthDesk. During the conversation, he visualizes the future of digital assets and wealth management trends in India. He also shares his ideas about the role of deep tech in various industries.
2022-04-2623 min
Dalal Street @ WealthDeskMy Wealth Journey | EP 05 | Mr. Nirakar Pradhan (Co-Founder, FinKasturi Nivesh) | WealthDeskWhat are the approaches to investment analysis taken by the financial experts that retail investors can learn from? What are the investment approaches and strategies of leading wealth advisors? You have come to the right place if you have these questions. In this episode of My Wealth Journey, we explore the investment journey of Mr. Nirakar Pradhan, co-founder of FinKasturi Nivesh.
Do stick till the end of the video to get some useful insights from Mr. Nirakar Pradhan on investing.
Do like, share, and subscribe if you find this podcast helpful. Drop a comment if y...
2022-03-2241 min
Dalal Street @ WealthDeskMy Wealth Journey | EP 04 | Mr. Abhishek Banerjee (Founder & CEO, Lotusdew Wealth) | WealthDeskHow do finance experts invest? What is the investment approach used by experts in India? What is the investment thesis of leading wealth management companies? You have come to the right place if you have all these questions.
In this episode of My Wealth Journey, we speak with Mr. Abhishek Banerjee (CEO & Founder, Lotusdew WealthDesk). He talks about how as a 10-year-old, he developed a passion for stocks and programming, which has helped him in his investing journey. He then talks about his journey in the financial services industry and his road to wealth creation.
...
2022-03-0731 min
Dalal Street @ WealthDeskMy Wealth Journey | EP 03 | Mr. Rajesh Kothari (Managing Director, AlfAccurate Advisors Pvt. Ltd.) | WealthDeskHow do finance experts invest? What is the investment approach used by experts in India? What is the investment thesis of leading wealth management companies? If you have all these questions, you have come to the right place.
In this episode of My Wealth Journey, we speak with Mr. Rajesh Kothari (Managing Director, AlfAccurate Advisors Pvt. Ltd.). Mr. Rajesh talks about his investment journey that started back in 1995. He then explains the investment approaches he likes to use in the road to wealth creation. Mr. Rajesh also shared his thoughts on business cycles and long-term wealth creation.
2022-01-111h 12
Dalal Street @ WealthDeskMy Wealth Journey | EP 02 | Mr. Nishit Shah (Fund Manager & Principal Officer, PMS & AIF - PhillipCapital India) | WealthDeskHow do finance experts invest? What is the investment approach used by experts in India? What is the investment thesis of leading wealth management companies? If you have all these questions, then you have come to the right place.
In this episode of My Wealth Journey, we speak with Mr. Nishit Shah (Fund Manager & Principal Officer - PMS and AIF, PhillipCapital India). Mr. Nishit talks about how his investment journey has been to date. He then explains the investment approaches he likes to use in the road to wealth creations. Mr. Nishit also talks about how PhillipCapital i...
2021-12-2453 min
Dalal Street @ WealthDeskMy Wealth Journey | EP 01 | Mr. Ram Medury (Founder & CEO ) Jamā Wealth | WealthDeskIn this episode of My Wealth Journey we speak to Mr. Ram Medury, Founder & CEO of Jamā Wealth, a SEBI Registered Investment Advisory company.
Mr. Ram speaks about Jamā Wealth's roots & wing investment thesis, his vast experience across technology, finance & investments, his experience in the markets, why leverage kills you, how to invest for a long term, and many such nuggets. Listen in to learn more.
Jamā Wealth simplifies Wealth Management and helps people prosper, with a transparent wealth advisory solution. Investors who are concerned about low returns and high fees, find the Jamā Wealth solu...
2021-12-031h 06
Dalal Street @ WealthDeskBreaking into FinTech Startups with Raj Kunkolienkar, STOA School | Ujjwal Jain, Sameer Mehta, WealthDeskFrom payments, wealth, personal finance to regulation, technology is taking over the financial landscape and making life simpler for the world.
They talk about the fintech landscape, the core set of skills vs education required for breaking into fintech startups, the attitude, personality traits & skills founders are looking for and how to make yourself an ideal candidate.
Do you want to be a part of the overhaul of Indian financial services through technology? This podcast is here to decode it for you.
Listen in to Raj Kunkolienkar, Co-Founder, STOA School, and Ujjwal Jain, F...
2021-11-161h 09
#DamaniTalksEpisode XLix - Ujjwal Jain, Founder & CEO of WealthDeskLuck is when hard work, preparation, and perseverance meet with opportunity. Most founders get the hard work and perseverance right, but very few achieve all 3…On the XLix (49th) episode of #DamaniTalks, we had 1 such rare founder!Founder & CEO of WealthDesk, Ujjwal Jain's life journey is a series of forward-looking decisions that got him to founding a top-level fintech startup!Key takeaways from this episode: Ujjwal speaks about growing up in Kolkata, in a middle-class Marwari family. Why did he pursue engineering when he knew that Finance was his calling? After Jadavpur Un...
2021-10-071h 12
Dalal Street @ WealthDeskYour WealthBasket Stories | Episode - 2 | Vikramjeet Singh with Vaibhav Jain, Head, Partnerships & Sales, WealthDeskYour WealthBasket stories is a series where individuals discuss their investing journey.
We will get to know how different individuals manage their personal finances and their favourite investment options through this series.
In this episode, the guest is Vikramjeet Singh. Vikramjeet actually did not start investing until recently, even though he had a cushy corporate job.
With the aim of building wealth for himself, he discusses with Vaibhav Jain (Head of Sales, WealthDesk) his past and present methods of investing.
How he learnt about WealthBaskets & defensive momentum WealthBaskets from a webinar.
2021-09-2910 min
Dalal Street @ WealthDeskYour WealthBasket Stories | Episode - 1 | Juhi Parekh with Vaibhav Jain, Head, Partnerships & Sales, WealthDeskYour WealthBasket stories is a series where individuals discuss their investing journey.
We will get to know how different individuals manage their personal finances and their favourite investment options through this series.
In this episode, the guest is a daughter, wife and mother to a 1-year-old child, Mrs Juhi Parekh. With the aim of building wealth for her family, she discusses with Vaibhav Jain (Head of Sales, WealthDesk) her past and present methods of investing.
She also discusses how WealthBaskets has made it easier for her to make smart investments.
Like, shar...
2021-09-2910 min
Paisa Vaisa with Anupam GuptaThe WealthDesk SpecialThis week on #PaisaVaisa, host Anupam Gupta is in conversation with Ujjwal Jain, CEO & Founder of WealthDesk. In the first half, they discuss Ujjwal's article about why mutual funds and passive investments are not the best vehicles for investors and why RIA offers better returns. In the second half, they talk about what WealthDesk has to offer and what is the criteria for the selection of good RIAs.All this and much more on this episode of Paisa Vaisa brought to you by CRED - The Most Rewarding Credit Card Bill Payment App.To know more about CRED...
2021-06-2834 min
WealthTech on DeckPortfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose PalazzoIn this episode, Jack Sharry talks with Rose Palazzo and Eric Lordi from Morgan Stanley. Rose heads financial planning while Eric leads efforts across WealthDesk, a place for advisors to manage household portfolios. At Morgan Stanley, Rose and Eric have been instrumental in building the industry’s most comprehensive wealth management platform. Creating a comprehensive ecosystem and saying goodbye to the more siloed industry standard is no easy feat. Eric and Rose have leaned on their prospective specialties to build a system that scales rather than a system where one person wears 10 hats and inevitably drops a few...
2021-06-0130 min