Managing India’s Crorepatis with Sandeep Jethwani on Wealth Management for HNIs | Paisa Vaisa
Summary
Anupam Gupta hosts Sandeep Jetwani of Deserve to explain Mutual Fund PMS, contrasting fixed fees with profit-share models and highlighting SEBI’s transparency regulations. They discuss how Deserve uses digital tools to manage portfolios, addressing client concerns about churn and alignment of interests. Jetwani also shares market outlooks, favoring Indian equities and short-duration debt while cautioning against chasing international AI momentum.
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