Dezerv

In the latest episode of the Create Wealth podcast, we’re excited to feature Aarti Gupta, the Chief Investment Officer of the Jagran Group’s DM Gupta Family Office and its private investing arm, Anikarth Ventures LLP. Aarti’s investment journey is a testament to the power of strategic foresight and disciplined execution. For over 13 years, Aarti has adeptly managed the Jagran Group’s (a media and real estate powerhouse) DM Gupta Family Office. Aarti has also been spearheading private investments in early-stage companies for the family office since 2017 through Anikarth Ventures, with investments in over 33 companies. In this engaging episode, Aarti shares her insights on: ➡️ How she has successfully built and diversified portfolios by aligning with each family member’s unique financial goals and risk tolerance. ���️ The critical importance of having a clear, values-driven investment strategy that can weather market fluctuations. ➡️ How she balances the demands of managing a family office with the dynamic world of venture capital investing. ➡️ The evolution of Anikarth Ventures and its role in driving innovation within the family’s broader investment strategy. Aarti’s expertise and forward-thinking approach offer valuable lessons for anyone involved in wealth management, venture capital, and family offices. Watch the full episode here: https://lnkd.in/d_hN2qcM to learn more about Aarti’s strategies for managing wealth and driving growth. #WealthManagement #Investment #VentureCapital #CreateWealth #Dezerv

When Dezerv's Wealth Monitor analysed ~300,000 Mutual Fund portfolios in India, we found that 2/3rd of them struggled to beat the market benchmarks. What's even more interesting is that even one under-performing fund can bring down the entire portfolio's returns. Presenting our latest campaign for the Olympics 2024, airing on JioCinema. #WealthMonitor #CreateWealth #Dezerv

 We are excited to introduce our new team members at Dezerv Komal Yadav, YOGESH VISHWAKARMA, Pranay Singh, Riya Singh, Tejinder Kaur, BHAVANI SHANKAR, Dwaipayan Vidyanta, Anindya Gupta, Sai nikhil Singanamala, Rahul Kumar, Sujeet Mourya, Pushan Mukhopadhyay, Uddyan Goyal, Shreya Vidyarthi, Vatsal Agarwal, Vishal Sanghai, Adithya Murali, Harish Kumar, Prashant Vig We believe in the power of collaboration and diversity, and each new member brings unique skills and perspectives to our team. All the best to each member as they embark on this new journey. #Dezerv #newjoinees 

In the last episode of the Create Wealth podcast, our co-founder, Sandeep Jethwani, spoke with Sunjay Kapur, Chairman of Sona Comstar, an INR 40,000 crore mobility-tech giant. In this excerpt from the podcast, Sunjay explains how he strikes the delicate balance between family ownership and business management. Watch the full episode here - https://lnkd.in/dpQD7vcj to learn more about making strategic business decisions, fostering successful partnerships and setting up a firm for its next phase of growth. #Values #Leadership #CreateWealth #Dezerv

India saw significant IPO activity, with 189 companies raising USD 5.6 billion through fresh share sales this year. Ola Electric's mega IPO of USD 734 million (the biggest this year) is a testament to the resilience and growth in the Indian IPO space. Our co-founder, Vaibhav Porwal, shared his views about the impact of global cues on India's IPO market and how we are positioned to tackle them. Vaibhav's expert opinion has been featured on Bloomberg, NDTV Profit, Business Standard and Yahoo Finance. #IPO #funding #CreateWealth #Dezerv 

Foreign Portfolio Investors (FPIs) infused INR 32,365 crores into Indian equities in July 2024, while Domestic Institutional Investors (DIIs) pumped in another INR 23,486 crores - the first such instance of 2024. Our co-founder Vaibhav Porwal shared his view on this trend reversal which comes amid global expectations of a US Fed rate cut and a promising growth trajectory for the Indian economy. Vaibhav's expert opinion on the government's fiscal focus, as well as FPI investment trends, is covered by The Economic Times, Financial Express (India), LiveMint and The Indian Express. #Investment #CreateWealth #Dezerv

In recent years, we've observed an interesting shift in the investment ecosystem. As large-cap fund managers faced challenges in outperforming their benchmark indices, many investment houses began offering passive strategies like index funds and ETFs. This highlights the importance of a balanced approach to asset management - one that bridges the gap between active and passive strategies. Factor Investing offers a systematic solution for optimising returns while capitalising on prevailing market conditions. Here's a quick explainer on Factor Investing where we explain: ➡️ What is Factor Investing? ➡️ Key factors involved in Factor Investing ➡️ Things to consider in Factor Investing - benefits and drawbacks ➡️ Opportunities and challenges that investors should carefully consider

Last week, historic changes were announced in the Union Budget 2024-25. The shake-up in capital gains has had investors and taxpayers in a conundrum. While most of the tables circulating on social media have listed the changes in the tax rates, very few were able to show wealth creators the impact of these changes on their portfolios. Our team has put together an easy-to-understand format that gives a holistic view of the asset class-wise impact of capital gains tax on the portfolio. A few things are crystal clear post 23rd July 2024 - ➡️ Long-term, growth-focused investing is being incentivised by the government. ➡️ Higher STCG also makes portfolio construction mistakes very expensive. The need for professional wealth management should not be taken lightly. ➡️ There's a strong push towards the financialisation of savings. We hope this table helps you gain an even deeper understanding of the recent capital gains tax rejig. Let us know in the comments if and how you think the new tax rates will impact your asset allocation strategy. #CapitalGains #Taxation #CreateWealth #Dezerv

In the latest episode of the podcast Create Wealth with Sandeep Jethwani, we have with us Sunjay Kapur, Chairman of Sona Comstar, an INR 40,000 crore mobility tech giant. Sunjay's journey is a masterclass in strategic growth and adaptability in the rapidly evolving automotive sector. Under his leadership, Sona Comstar has become a powerhouse, supplying components to 7 out of the world's top 10 car manufacturers. In this insightful conversation, Sunjay shares his expertise on: ➡️ How private equity partnerships can drive growth and bring financial acumen ➡️ Transitioning from business manager to owner in a family business  ➡️ Embracing the EV megatrend and its impact on the auto-component industry  ➡️ Balancing technology investments with profitability  ➡️ Managing a family office while steering a public company ➡️ The importance of investing in technology to fuel innovation Sunjay's perspective on running a profitable business while incrementally investing in R&D is particularly relevant in today's competitive landscape: "Running a profitable business is very important to us and more so because we want to invest in technology," he says. For those aspiring to build global businesses or want to understand how the billionaire mindset truly works, this short 20-minute podcast will be a great watch! Watch the full episode here - https://lnkd.in/d_YUW3jr to learn more about Sunjay's insights on navigating business transitions and driving innovation in the mobility sector. #MobilityTech #Growth #SonaComstar #CreateWealth #Dezerv

Big Changes in Capital Gains Tax Announced in Union Budget 2024-2025! The widening gap between STCG and LTCG rates is a clear incentive for longer-term holdings, which aligns with our view of creating sustainable wealth. While there's still some uncertainty around certain asset classes, more clarity will come in the coming days. This shift towards a simpler tax regime is a positive step for investors. We've prepared a table to help you understand the new tax rates in a simpler manner. Stay tuned for more updates! #UnionBudget2024 #CreateWealth #Dezerv