Abhishek Banerjee, Founder, LotusDew Wealth and Investment Advisors
- Abhishek Banerjee is the founder of LotusDew Wealth and Investment Advisors.
- He has worked in many investment firms like Goldman Sachs and Franklin Templeton.
Podcast
Overview
Investment is the act of allocating resources, usually money, with the expectation of generating a profit or returns in the future. It is an important aspect of personal finance and plays a vital role in building wealth over time. Master the Art of Investing with Abhishek Banerjee, the Founder of LotusDew Wealth and Investment Advisors.
00:16- About Abhishek Banerjee
- Abhishek Banerjee is the founder of LotusDew Wealth and Investment Advisors.
- He has worked in many investment firms like Goldman Sachs and Franklin Templeton.
- He studied engineering in India and then completed his MBA from Duke University.
00:48- The story behind the name LotusDew
- The name comes from the fact that Lotus grows in dirt.
- It is the purest avocation of what you get out of the dirt. Dew is the purest form of something which comes from heaven.
- In my mind, lotus and Dew are the purest forms of earthen heaven and where they meet is LotusDew.
- It’s our endeavor to produce pure things for customers.
01:05- About LotusDew
- We are a wealth tech company that uses regulatory disclosures and proprietary technology to select investments.
- We create global investment solutions made in India for a global audience.
07:21- What deters people from adding stock market investments to their savings portfolio?
- I think the first hurdle is a lack of trust.
- That is because growing up, you know, there have been many instances in everybody’s life where agreements were not enforceable.
- When you can trust your money with somebody else, there is a large chance that something can go wrong. That fear is something that prevents a lot of people from understanding that, equity markets are an opportunity rather than, a sort of casino.
19:25- What is the most memorable advice you got that shaped you as a person?
- One of my friends once said the only money that you earn is the money that you spent.
- We spend most of our life earning but the only money that belongs to us is the money that we spend, the rest of it is saved for somebody else. And this is something which I tell our customers a lot as well
RESOURCES:
You can connect with Abhishek Banerjee | LinkedIn
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Profile
- Abhishek Banerjee is the founder of LotusDew Wealth and Investment Advisors.
- He has worked in many investment firms like Goldman Sachs and Franklin Templeton.
- He studied engineering in India and then completed his MBA from Duke University.
