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Democratizing Access To Wealth Management | Sandeep Jethwani @
Episode 10719th April 2022 • Founder Thesis •
00:00:00 01:00:43

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In this edition of Founder Thesis, Akshay Datt speaks with Sandeep Jethwani, Co-founder, He is an alumnus of IIM Bangalore and has an extensive experience in the wealth management domain.

Before starting his entrepreneurial journey, Sandeep worked with IIFL Wealth for more than a decade. In a bid to democratize access to investment expertise, he started in 2021. This wealth tech platform integrates domain expertise and technology and creates high-performing long-term portfolios and provides exclusive investment opportunities for its members.

Tune in to this episode to hear Sandeep speak about how is tirelessly working towards making wealth management a reality for all.

What you must not miss!

  • Why is crucial to hire the correct team?
  • What is Integrated Portfolio Approach?
  • Dezerv’s user onboarding journey
  • Why hyper-communication is important?


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