Elevation Capital
Elevation Capital
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@Dezerv: A Masterclass in Building for Affluent India with @CreateWealthwithSandeep
"Why don't you have a look at my portfolio?"
It was mid-2020, and Sandeep Jethwani was getting an unusual number of calls from his friends. As he reviewed their portfolios, a startling realization dawned on him. These weren't just any portfolios - they belonged to accomplished professionals at the peak of their careers. Yet, they were shockingly mismanaged.
This 'aha moment' became the catalyst for Sandeep, Vaibhav, and Sahil to start Dezerv, which addresses a critical gap in the market for India’s affluent and emerging HNI investors. Today it is one of India’s fastest-growing wealth management platforms, with over ₹7,000 crore in client assets.
In this illuminating conversation with Vaas Bhaskar (Principal, Elevation Capital), Sandeep takes us through his journey of building a trusted financial services brand for India's affluent investors. Dezerv is leveraging specialized expertise, technology, and a superior client experience to solve a crucial problem: the underperformance of most high-net-worth portfolios.
From overcoming the wealth management industry’s ‘cold start’ problem to debunking the myth of 'dumbing down' finance for clients, Sandeep offers a masterclass in building a wealth management startup.
In this episode, you will gain insights on:
1. Evolution and whitespaces in India’s wealth management industry
2. Building trust in a digital-first environment
3. Dezerv’s early design choices and mistakes
4. Balancing multiple subcultures within the organization
5. The power of personal branding in business
__________________________________________________
00:00 Coming Up
01:00 Introduction to Dezerv
02:10 Did Wealth Management Experience Help?
05:06 Understanding India’s Wealth Industry
08:04 Consumer Insights and Market Shifts
12:50 Building Trust in Digital Wealth Management
17:22 Defining Affluent Indians
21:00 Dezerv's Investment Solutions
24:32 Choosing the Right VC Partner
28:38 Decoding Dezerv’s Design Choices
33:35 Fundraising Experience
36:33 PMF Indicators
40:37 Tech and Product Evolution
45:09 Building a Strong Leadership Team
49:23 Managing Multiple Sub-cultures
56:43 Customer Acquisition Strategies
1:02:10 Reflecting on the Journey
1:09:34 Compliance and Governance
1:11:13 Building a Personal Brand
1:14:10 Future Vision for Dezerv
1:16:59 Day-to-Day Brand Building
__________________________________________________
Check out the latest videos from the Day One series:
🔵 ua-cam.com/video/qDoNKQFphHs/v-deo.html
🔵 ua-cam.com/video/8inRk_7GtWk/v-deo.html&ab_channel=ElevationCapital
🔵 ua-cam.com/video/8Nc-PaNeHRc/v-deo.html
🔵 ua-cam.com/video/t7ODTYy2Ygw/v-deo.html
__________________________________________________
Our Socials
LinkedIn: www.linkedin.com/company/elevationcap/
Instagram: elevationcap
Twitter: x.com/ElevCap
__________________________________________________
About Us
Early-stage venture capital firm. Proud partners of visionary founders. Never too early to get in touch with us.
Above. Beyond. Together.
Переглядів: 1 996

Відео

Seekho: Building the 'Netflix for Learning' | Day One | Elevation Capital
Переглядів 1,3 тис.Місяць тому
Seekho: Building the 'Netflix for Learning' | Day One | Elevation Capital
ixigo's Success Story: A 17-Year Journey to IPO | Aloke Bajpai & Rajnish Kumar | Podcast
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ixigo's Success Story: A 17-Year Journey to IPO | Aloke Bajpai & Rajnish Kumar | Podcast
How To Build A QSR Chain | SummitUp By Elevation | Episode 8
Переглядів 8 тис.Місяць тому
How To Build A QSR Chain | SummitUp By Elevation | Episode 8
Comet's Mission to Rewrite India's Sneaker Story | Day One | Elevation Capital
Переглядів 4,9 тис.2 місяці тому
Comet's Mission to Rewrite India's Sneaker Story | Day One | Elevation Capital
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India's consumer space, premiumization, growth & AI | ET Now
Переглядів 3682 місяці тому
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Future of Gaming: Trends and Opportunities | SummitUp By Elevation | Episode 7
Переглядів 1 тис.3 місяці тому
Future of Gaming: Trends and Opportunities | SummitUp By Elevation | Episode 7
Vertical Fintechs: The Next Big Opportunity | SummitUp By Elevation | Episode 6
Переглядів 3 тис.3 місяці тому
Vertical Fintechs: The Next Big Opportunity | SummitUp By Elevation | Episode 6
Unpacking Travel Stack For The New Generation | SummitUp By Elevation | Episode 5
Переглядів 1,3 тис.4 місяці тому
Unpacking Travel Stack For The New Generation | SummitUp By Elevation | Episode 5
India Fintech: A $400 Billion Opportunity | SummitUp By Elevation | Episode 4
Переглядів 2,6 тис.4 місяці тому
India Fintech: A $400 Billion Opportunity | SummitUp By Elevation | Episode 4
India Spacetech Poised For Lift Off? | SummitUp By Elevation | Episode 3
Переглядів 9574 місяці тому
India Spacetech Poised For Lift Off? | SummitUp By Elevation | Episode 3
Creator Economy - The Investor View
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Creator Economy - The Investor View
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What's Next for Web3 in 2024? | Elevation, PeakXV, IndiGG, BITKRAFT | IGDC
Role of Capital in Gaming Startups | Elevation, BITKRAFT, PeerCapital, Snapser | IGDC
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Role of Capital in Gaming Startups | Elevation, BITKRAFT, PeerCapital, Snapser | IGDC
Introducing SaaS Compass by Elevation
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Introducing SaaS Compass by Elevation
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Building Global Sales SaaS Organisations | Arundhati Balachandran | SaaS Compass Field Guide
Road Ahead for Indian Startup Ecosystem | Mukul Arora On Capital, Resilience, VCs & AI
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Road Ahead for Indian Startup Ecosystem | Mukul Arora On Capital, Resilience, VCs & AI
SolarSquare: Powering India's Solar Revolution | Day One | Elevation Capital
Переглядів 2,2 тис.5 місяців тому
SolarSquare: Powering India's Solar Revolution | Day One | Elevation Capital
Mesa: Creating Startup Leaders of Tomorrow | Day One | Elevation Capital
Переглядів 3,6 тис.6 місяців тому
Mesa: Creating Startup Leaders of Tomorrow | Day One | Elevation Capital
AppsForBharat: Building India's Largest Spiritual-Tech Platform | Day One | Elevation Capital
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AppsForBharat: Building India's Largest Spiritual-Tech Platform | Day One | Elevation Capital
Startup Outlook 2024 | Mridul Arora on Funding, Governance, IPOs | CNBCTV18
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Startup Outlook 2024 | Mridul Arora on Funding, Governance, IPOs | CNBCTV18
Wakefit - Scaling to ₹1,000 Cr With Unconventional Choices | D2C | Day One | Elevation
Переглядів 1,9 тис.7 місяців тому
Wakefit - Scaling to ₹1,000 Cr With Unconventional Choices | D2C | Day One | Elevation
Disruptive Opportunities in Proptech | SummitUp By Elevation | Episode 2
Переглядів 2 тис.8 місяців тому
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Mapping A Billion | Understanding The Indian Fintech Users | The Bottomline Series: Part 2
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Mapping A Billion | Understanding The Indian Fintech Users | The Bottomline Series: Part 2
Future of Marketplaces | SummitUp By Elevation | Episode 1
Переглядів 2,1 тис.8 місяців тому
Future of Marketplaces | SummitUp By Elevation | Episode 1
Building Vertical Fintech Products | Skydo | The Bottomline: Mapping A Billion
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Designing Fintech Products For India’s Affluent | OneCard | The Bottomline: Mapping A Billion
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КОМЕНТАРІ

  • @raunakagarwal5632
    @raunakagarwal5632 13 днів тому

    I think AI is surely changing the landscape really quick but using AI for reviewing product design is way to much. AI can be a tool to cut down redundancy and using human experience and imagination as an orchestrator is a way to go. I am not sure about your take on AI and disposable income in India.

  • @UsSpiritual
    @UsSpiritual 19 днів тому

    Why are such growth-related conversations don't factor in "Cultural" and "Social" context when focusing on growth projection. E.g. American continent and its Roads are far bigger than Indian continent and roads, also, population density of both the countries has massive disparity along with salary levels. Will l sound wise if i say, penetration of cars in India in comparison to USA is tiny, India is under penetrated market and we have a massive head room for growth?

  • @souravnandi1923
    @souravnandi1923 22 дні тому

    Very insightful conversation & love the focus on Customer first approach, supported by Technology!

  • @Hitesh_KuMa
    @Hitesh_KuMa 25 днів тому

    JIO 😂😂

  • @Akashdeep-gn8tv
    @Akashdeep-gn8tv 29 днів тому

    Yeahh❤

  • @sunnybarua6028
    @sunnybarua6028 29 днів тому

    Ordered their merchandise, lets hope they upto the claim.

  • @nitinbanwani5011
    @nitinbanwani5011 Місяць тому

    Good one🙌🏻

  • @bharteshbhaskar2937
    @bharteshbhaskar2937 Місяць тому

    Good Company 👍🏻

  • @AlokeBajpai
    @AlokeBajpai Місяць тому

    Loved the candid discussion 😊

  • @ajith.giove069
    @ajith.giove069 Місяць тому

    investors should be investors instead they should stop doing over action and should really stop giving unwanted gyaan as if they run the industry... u guys are just players in the game real ones are entrepreneurs, so u ask questions and let them talk

  • @raunakagarwal8038
    @raunakagarwal8038 Місяць тому

    Why have you guys invested in only 1 FnB business till now then? Please correct me if I'm wrong.

  • @bhuwannepathya
    @bhuwannepathya Місяць тому

    .

  • @mokshsharma6574
    @mokshsharma6574 Місяць тому

    Quite some interesting insights on QSR trends!📈I ldid like the VC perspectives on innovation and growth. 🚀

  • @subhankarsuman1823
    @subhankarsuman1823 Місяць тому

    "Store managers are the people who run the show!" This couldn't have been said better. Glad I came across this podcast today.

  • @the_mitwa
    @the_mitwa Місяць тому

    Amazing, didn't know India's QSR is growing at this rate. Opportunities are infinite here

  • @subhankarsuman172
    @subhankarsuman172 Місяць тому

    Awesome! The insights on these are a MUST NOT MISS for anyone choosing to build in the QSR space

  • @YOSOMedia
    @YOSOMedia Місяць тому

    So so actionable for anyone building in the space!

  • @vanakrish
    @vanakrish Місяць тому

    21:45 this is such an underrated insight about the importance of having great restaurant managers!

  • @VinayKamalSharma
    @VinayKamalSharma Місяць тому

    Insightful conversation

  • @ResearchReports-gt4pz
    @ResearchReports-gt4pz Місяць тому

    Very poor thought process on hiring and building team - Seems like they have absolutely no clue on how to build a team. It felt like they are saying "We are the owners" and "employees are the slaves". Not good.

  • @feelgoodspace
    @feelgoodspace 2 місяці тому

    Is this legit

  • @JS-zc2jr
    @JS-zc2jr 2 місяці тому

    Nice conversation 👌🏻 thanks for this 👏

  • @TapRefer-com
    @TapRefer-com 2 місяці тому

    0% funding, 100% bootstrapped, 100% equity & profitable 😅

  • @vangujral
    @vangujral 2 місяці тому

    when was this shot?

    • @aarceegiri
      @aarceegiri 2 місяці тому

      ua-cam.com/video/tw8Zu_6ovbY/v-deo.html One month back, but this channel copied from moneycontrol channel

  • @user-jo7en1ye7i
    @user-jo7en1ye7i 2 місяці тому

    🎯 Key Takeaways for quick navigation: 00:00 *📈 India's fintech sector presents a $400 billion market cap creation opportunity, driven by factors like digital payment flows and active broking accounts.* 04:49 *🔄 Value creation in fintech has occurred across four axes: Expansion, Experience, Efficiency, and Enablement, resulting in significant cost and time reductions in financial services.* 10:17 *📈 Fintech revenue in India could grow 10x in the next decade, reaching $60-70 billion, contributing to a potential $400 billion market cap creation opportunity.* 11:12 *🚀 Opportunities for fintech growth include increased spending by financial institutions on technology, embedding fintech products in non-tech platforms, and targeting specific segments like affluent Indians, middle-income populations, and underserved users.* Made with HARPA AI

  • @rajpritsinghsaluja8359
    @rajpritsinghsaluja8359 2 місяці тому

    What’s the course content ?

  • @user-yx6ho6tx4b
    @user-yx6ho6tx4b 2 місяці тому

    Both are amazing

  • @VedPrakashG50
    @VedPrakashG50 3 місяці тому

    Harami

  • @VedPrakashG50
    @VedPrakashG50 3 місяці тому

    Harami

  • @prateekjain8680
    @prateekjain8680 3 місяці тому

    Amazing :)

  • @SanjaySharma-vp2vj
    @SanjaySharma-vp2vj 3 місяці тому

    Just 15 minutes??

  • @arjunohri6216
    @arjunohri6216 3 місяці тому

    is this a legit visa site? i am planning to use it for abroad visa but there is no phone number or any sort of contact number given which makes me feel questionable and what if after paying i have to talk to someone? there is no number given so what to do?

    • @VedPrakashG50
      @VedPrakashG50 3 місяці тому

      No they are not. Avoid I am going through a very very tough time.. he is mba chai wala part 2

    • @mudasirdar713
      @mudasirdar713 2 місяці тому

      Bro what happen did you get visa i also want to go turkey but these itr documents kind of things

    • @arjunohri6216
      @arjunohri6216 2 місяці тому

      @@mudasirdar713 dont use this site. its a scam

  • @jivrajsinghsachar777
    @jivrajsinghsachar777 3 місяці тому

    Super pod!

  • @yateeshbhardwaj3706
    @yateeshbhardwaj3706 3 місяці тому

    Thanks for doing this Podcast Elevation Capital and keep growing ❤

  • @vamsimedicalstore2508
    @vamsimedicalstore2508 4 місяці тому

    ATLYS IS SCAM. Our travel date is feb 13 applied singapore visa on jan 26 submitted all doocuments by jan 29. Passport recieved by them on jan 30. , And thats it no responce . When we have called them on feb 6 the. Theh said to submit more documents etc... all submitted as per their request. Evn on feb 11 their call coustomer says . We here your concern we will escalate the matter to concerened team. And they never comebavk to you about the visa process. And there is no number to call. Always we have to request a call back and wait. For their call... . So finally we understood we got scammed . And we in person went to atlys facility centre. They demanded a letter that from our side we are cancelling visa process. ( They have promised atlys by feb 7-8) We have given the letter and got our passport in hand from atlys facility centre in chennai They have givem us the application form also to prove., or to make us believe tht they have tried to apply for our visa , and the problem is in consulate .. Here is the problem The application form was having a date of jan 15 , while i applied it on jan 26.. ( they got caught).. . Over phone i informed them , the case is not about getting visa on time but Its about forgery they have done on the visa application forum. . Then they got worried and returned my money. . Atkys is a SCAM

  • @vaibhavsharma3535
    @vaibhavsharma3535 4 місяці тому

    3:28 should we include SBI too 😆

  • @vaibhavsharma3535
    @vaibhavsharma3535 5 місяців тому

    12:05 you missed last of us and their original ones like aarya, special ops etc.

  • @mymuni
    @mymuni 5 місяців тому

    First thing is that electricity price will also go up over the years and hence you may save more money. On the other hand you continue to pay for your fixed fee for the existing set up ( from your current service provider - in my case it’s BESCOM Bangalore ) . Currently I have installed 3.12 Kw solar plant still I pay 2200 rs per month towards the fixed charge to bescom ..and this fixed fee can also go up 😮

  • @zinkize
    @zinkize 5 місяців тому

    Intellectual discussion

  • @vinayakkapoor24
    @vinayakkapoor24 6 місяців тому

    Great Initiative, providing high-quality education that is relevant to the needs of the startup ecosystem.

  • @mayurpanchal7680
    @mayurpanchal7680 6 місяців тому

    Mesa: Creating Startup Leaders of Tomorrow | Day One | Elevation Capital

  • @sunitaray3569
    @sunitaray3569 6 місяців тому

    Awesome deliberations

  • @037_shivendsingh5
    @037_shivendsingh5 6 місяців тому

    Couldn't find in spotify

  • @freejournals
    @freejournals 7 місяців тому

    #Shame on #Wakefit ORDER2023120wmapJ "Reached at the final hub" since 7 Dec, on 20 Dec your #CustomerService said #order has been #Cancelled by #Customer, once i asked to provide #evidence email/chat etc, of cancellation then they ran #away. What a #Pathetic service

  • @atulgirje9103
    @atulgirje9103 7 місяців тому

    Respect For The Content That's It

  • @puneethshivalingaiah
    @puneethshivalingaiah 7 місяців тому

    good to hear Chaitanya Ramalingegowda.

  • @buildyourpipe
    @buildyourpipe 7 місяців тому

    Ivy Homes

  • @deepanshurohilla8188
    @deepanshurohilla8188 8 місяців тому

    Why has co-living space not emerged as a category as people thought it to be? I believe it is somewhere around security guarantee, privacy and difficulty in tracking the transactions. But given that real estate is deeply linked to security and emotions, a company built around trust could leverage this gap and charge a significant take rate on transactions.

  • @Srkappls
    @Srkappls 8 місяців тому

    FRAUD ALERT! SCAMMSTERS ATLYS. ATLYS FRAUD AUR SCAM HE BHAI. PLEASE DON'T BEILEVE IN THIS APPLICATION. FALTU HE YE SAB! NO BODY IS ANSWERING! I MEAN WHAT THE HELL IS THIS? YOU TOOK MY MONEY, WITH TRAVEL INSURANCE AND ALL. NOW WHEN THE VISA IS REJECTED, NO BODY FROM YOUR SIDE IS GIVING A REPLY SINCE 3 DAYS! THIS IS FRAUD! NEVER TRUSTING YOU GUYS AGAIN! FURNISH ME WITH THE REASONS OF REJECTION! YOU HAVE A RESPONSIBILITY OF THE SAME TO TELL ME THE REASONS OF REJECTION. NO ONE EVER ANSWERS THE CUSTOMER CARE CALLS! WHAT ARE YOU DOING??

  • @Mr.Coffee576
    @Mr.Coffee576 8 місяців тому

    Games have been social since the Counter Strike/ Halo days....