Democratizing Concierge Wealth Management | Ujjwal Jain @ WealthDesk

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