1 hr 5 min

Democratizing Concierge Wealth Management | Ujjwal Jain @ WealthDesk Founder Thesis

    • Business

Most headlines celebrate unicorn valuations of startups, but what we really need to celebrate is when a startup generates a healthy return on investment for its investors and founders. This episode is a celebration of a founder who raised less than 5 mn dollars while building his startup which eventually got acquired for 75 mn dollars.

Know about:-

* Treasury and its importance after 2009 financial crisis
* Choosing a wealth basket for greater diversity
* Platform strategy and customer journey
* Acquisition by PhonePe

Most headlines celebrate unicorn valuations of startups, but what we really need to celebrate is when a startup generates a healthy return on investment for its investors and founders. This episode is a celebration of a founder who raised less than 5 mn dollars while building his startup which eventually got acquired for 75 mn dollars.

Know about:-

* Treasury and its importance after 2009 financial crisis
* Choosing a wealth basket for greater diversity
* Platform strategy and customer journey
* Acquisition by PhonePe

1 hr 5 min

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