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.

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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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FamilyOffice10x - How do Indian millionaires manage their wealth? - Kalpesh Dave, Deputy CEO, Bajaj Capital

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