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How do the Ultra Rich Manage Money? Ft. Aarti Gupta, CIO, DM Gupta Family Office, Anikarth Ventures

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Manage episode 433356646 series 2980299
Content provided by Sandeep Jethwani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sandeep Jethwani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the latest episode of the Create Wealth podcast, we’re excited to feature Aarti Gupta, the Chief Investment Officer of the Jagran Group’s DM Gupta Family Office and its private investing arm, Anikarth Ventures.

Aarti has been steering the DM Gupta Family Office of the Jagran Group for 13 years. Aarti has also been spearheading private investments in early-stage companies for the family office since 2017 through Anikarth Ventures, with private investments in over 33 companies.

In this episode Aarti shares how she navigates the complexities of managing family wealth while being an independent director for a large listed company. She also elaborates why the core wealth management strategy of any family office lies in aligning investment policies with each individual member's unique risk profile, and more.

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 433356646 series 2980299
Content provided by Sandeep Jethwani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sandeep Jethwani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the latest episode of the Create Wealth podcast, we’re excited to feature Aarti Gupta, the Chief Investment Officer of the Jagran Group’s DM Gupta Family Office and its private investing arm, Anikarth Ventures.

Aarti has been steering the DM Gupta Family Office of the Jagran Group for 13 years. Aarti has also been spearheading private investments in early-stage companies for the family office since 2017 through Anikarth Ventures, with private investments in over 33 companies.

In this episode Aarti shares how she navigates the complexities of managing family wealth while being an independent director for a large listed company. She also elaborates why the core wealth management strategy of any family office lies in aligning investment policies with each individual member's unique risk profile, and more.

  continue reading

43 episodes

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