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FamilyOffice10x - How do Indian millionaires manage their wealth? - Kalpesh Dave, Deputy CEO, Bajaj Capital
· 42 min
Episode FamilyOffice10x - How do Indian millionaires manage their wealth? - Kalpesh Dave, Deputy CEO, Bajaj Capital
Kalpesh Dave has over 20 years of experience in banking, investments, and wealth management. As the Deputy Chief Executive Officer at BajajCapital Ltd, his focus is on delivering value-added solutions to HNI/UHNI/Family offices and NRI clientele.
⭐ Sponsored by Podcast10x - Podcasting agency for VCs, family offices & asset managers - https://podcast10x.com
Bajaj Capital - https://www.bajajcapital.com/
Kalpesh Dave on Linkedin - https://www.linkedin.com/in/kalpeshdave-domainexpert-investments/
In this episode, we talk about:
- The growing private wealth landscape in India
- How many wealthy families are there in India and how fast is that number growing?
- How the Indian wealthy manage their wealth
- How do they build wealth allocation strategy for their clients
- Exciting opportunity areas for wealthy families
& lots more
Timestamps:
(00:00) Introduction
(03:44) Background and history of Bajaj Capital
(05:25) Discussion about the private wealth landscape
(08:31) Definition of HNI (High Net Worth Individual) and UHNI (Ultra High Net Worth Individual)
(09:27) Missing pieces in wealth management and how Bajaj Capital is addressing them
(11:38) Perspective on current equity market conditions
(14:14) How families are managing assets during market fluctuations
(18:10) Discussion on asset allocation strategies
(20:17) Dos and don'ts of wealth management
(23:06) What family offices and wealthy families are currently excited about
(25:55) Global asset investing for Indian wealthy families
(28:07) How Bajaj Capital sources high-quality deals for clients
(32:00) Common mistakes wealthy families make in managing wealth
(35:01) Biggest learnings from working with wealthy families
(39:34) How to connect with Bajaj Capital and learn more about their services
For sponsorship or guest appearance requests, write to prashantchoubey3@gmail.com
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