Family Office Special

Do good returns automatically make a mutual fund trustworthy? In this episode of Paisa Vaisa, Anupam Gupta speaks with Mitu Samar, founder of Eminence Strategy Consulting, about what really drives investor trust in mutual funds. Drawing from research involving approximately 1,200 ...  Show more

India has nearly 1 crore crorepati households, but only around 8,000 to 10,000 wealth managers serving this growing segment. So who really needs professional wealth management, and when is DIY investing enough? In this episode of Paisa Vaisa, Anupam Gupta speaks with Sandeep Jeth ...  Show more

In this episode of the Indian Business Podcast, we sit down with Anshul Gupta, the co-founder of Wint Wealth, a platform revolutionizing access to bonds for retail investors in India. The conversation is a masterclass in personal finance for Indians in their 30s, covering how to ...  Show more

Michael Wallach, Vice President of Investment at Levy Family Partners sits down with David Weisburd to discuss the unexpected challenges of working at a family office, how to leverage expert insights to drive high-impact investments, and critical mistakes LPs should always avoid. 

Family offices have long managed the financial affairs of the world's wealthiest families. In this episode, Meena Flynn and Sara Naison-Tarajano from Goldman Sachs’ Asset & Wealth Management business, and Ken Hirsch and Tony Pasquariello from Global Banking & Markets, break down ...  Show more

My guest today is Ravi Gupta. Ravi spent a decade in private equity at KKR before joining Instacart as their first CFO and COO. He navigated them through a critical moment in their history and returned to investing in 2019 as a partner at Sequoia. Our discussion gets to the heart ...  Show more