A little-known concept is set to shake up the investing landscape in India – the Accredited Investor. For too long, sophisticated investing has been the exclusive purview of institutions, family offices, and Ultra High Net Worth Investors. However, a new…
Wealth distribution and estate planning play a critical role in the journeys of wealth creators. In the last 20 years of managing the wealth of India’s wealthiest individuals and families, we’ve heard the experiences of the challenges that families face…
When I wrote about the Account Aggregator framework, my objective was to showcase its revolutionary potential and how we at Dezerv are integrating it into our services. This innovation was just the beginning. I then explored the Ayushman Bharat Digital…
Dear valued Dezerv client, I hope this letter finds you in great spirits. Today, Sahil, Vaibhav and I are thrilled to share an exciting milestone in our journey. Dezerv has secured a strategic funding round of Rs 265 Crores, led…
Mumbai, India, July 09, 2024: Dezerv, one of India’s fastest growing wealth management platforms with over INR 7000 Crores in client assets, today announced that it has secured INR 265 Crores in a funding round led by Premji Invest. This…
How are you protecting your wealth? According to a recent Fortune India Rich List, almost 25% of the cumulative wealth of 38 of India’s top billionaires is held through trusts, HUFs, and foundations. This isn’t surprising! Trusts are increasingly becoming…
The real estate market has traditionally been seen as a playground for the wealthy, with high capital requirements and significant ongoing costs deterring many potential investors. However, the landscape is changing with the rise of fractional ownership platforms, making real…
Shark Tank India has sparked widespread enthusiasm and interest in entrepreneurship across generations. Its impact on the entrepreneurial ecosystem in India is unparalleled, offering viewers a chance to become venture capitalists from their living rooms. The show has introduced a…
In 2022-23, over 875,000 Hindu Undivided Families (HUFs) filed income tax returns (ITRs) and claimed deductions worth Rs 3,803 crores! A HUF is a unique legal and tax entity that is subject to taxation at the same rates applicable to…
Genghis Khan, the famed Mongol leader had a feared army of horsemen called the “Devil’s Horsemen”. Tales of their numbers and ruthlessness preceded them, weakening their enemy even before they arrived. Later studies on their tactics revealed psychological warfare: use…