Democratizing Concierge Wealth Management | Ujjwal Jain @ WealthDesk

Founder Thesis

14-12-2022 • 1 hr 5 mins

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