What 18,000 Clients Taught Me About Managing Money | Saurabh Mukherjea x Ritesh Sheth скачать в хорошем качестве

What 18,000 Clients Taught Me About Managing Money | Saurabh Mukherjea x Ritesh Sheth

What does it take to build a ₹1000 Crore AAUA business from scratch? How do you build relationships and help clients compound money over decades? And how do you achieve this when the industry itself was barely on the map? In this episode of Coffee and Investing, Saurabh Mukherjea sits down with Ritesh Sheth, Director of Tejas Investor Services—a veteran who has witnessed the entire evolution of the Indian Mutual Fund industry since the 1990s. From the days of physical paperwork to the digital age, Ritesh has seen it all. But his success isn't just about market knowledge—it’s about people. Managing over 18,000 clients requires more than just spreadsheets; it requires deep trust and relationship building. In this episode, we cover: The Journey: Ritesh’s path from the 90s to managing ₹1000 Cr today. Real-World Stories: How he guided clients through major market crashes and booms. The "Human Element": Why understanding client psychology is more important than chasing returns. Evolution: How the MF industry has changed over the last 30 years. If you are an investor, an advisor, or just curious about how wealth is built through prudent advice over decades, you cannot afford to miss this conversation! About Marcellus Investment Managers: Marcellus Investment Managers is registered with SEBI, US SEC, and IFSCA. Our philosophy is simple: invest in high-quality companies with clean governance and prudent capital allocation, and hold them for the long term, both in India and globally. Our goal is to help our clients build long-term wealth. Get to know more about us here: https://marcellus.in/ Interested to learn more? Fill in your details using the link and our Client Advisory and Relationship Team will reach out to you: https://marcellus.in/connect/?utm_sou... Watch other episodes of Coffee and Investing with Saurabh Mukherjea here:    • Coffee and Investing with Saurabh Mukherjea   Follow us on: 👉 X: https://x.com/MarcellusInvest 👉 LinkedIn:   / marcellus-investment-managers   👉 Instagram:   / marcellusinvest   This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. Investments are subject to market risks; past performance is not indicative of future results. Please consult your financial advisor before making investment decisions. #MutualFunds #WealthManagement #SaurabhMukherjea #Investing #MarcellusPodcast #WealthCreation