Earlier this year, some of the world’s biggest asset managers, BlackRock, Blackstone, and Morgan Stanley, started receiving an unusual volume of calls from investors asking for their money back. Some funds limited withdrawals while others delayed them. Blue Owl, one…
Earlier this week, we hosted the Dezerv Wealth Summit in Bengaluru, in partnership with Moneycontrol. Over 350 professionals, founders, CXOs, and wealth creators filled the room on a working evening, which itself says something about how seriously this city takes…
In September 1958, Bank of America did something unimaginable today. It mailed 60,000 credit cards, unsolicited, to households across Fresno, California. No applications, no consent, just a plastic card appearing in people’s mailboxes overnight. The experiment was a disaster at…
A few weeks ago, I said something on a podcast that lit up my inbox for days. I said you probably need ₹40 crore to retire comfortably in India, and the responses came fast: that I’d lost my mind, that…
Last week, we had an expert from Aeka Advisors join our weekly webinar to talk about Wills and succession planning, and honestly, I wasn’t sure how many people would show up for that session. Because unlike our usual weekend webinars…
On December 23, 1854, a farmer named Goryo Hamaguchi felt the ground shake in his village in Japan. When it stopped, he looked at the sea and saw something strange, the water was pulling back quickly, leaving boats stuck in…
Last week, Dezerv turned five. There is something strange about anniversaries, they make the same moment feel like yesterday and a lifetime ago at once. As I sit down to write this, I find myself thinking about where it all…
Picture this. It’s March 2020. Your portfolio is down 38% in three weeks. The news is apocalyptic. Your WhatsApp groups are cycling between pandemic updates and screenshots of portfolios bleeding red. You’re a smart person, CXO, founder, someone who has…
A couple of years ago, someone I had known for a long time passed away. He was just 44. The cause was sudden, the kind that leaves no time for goodbyes, let alone financial arrangements. He had a wife, and…
Every December 31st, the world celebrates. Fireworks. Resolutions. A fresh start. And by January 2nd, most of those resolutions are already forgotten. I have never understood this. Not because I have anything against celebrations. But because for anyone who builds…