Cover Image for How to plan your wealth around your employer stock?
Cover Image for How to plan your wealth around your employer stock?
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Private Event

How to plan your wealth around your employer stock?

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Employer stocks (RSU, ESOP, ESPP, SAR) have become one of the largest engines of wealth creation in India. At Dezerv we manage money for clients who are paid in their company's stock - at Amazon, Google, Microsoft and companies like them, and we consistently see the same scenario unfold.

Due to regular compensation grants, Employer stocks quietly grow to become the single largest position in their portfolio.

Employer stocks are a wonderful reward for your hard work, but because these shares build up in the background, most people don't realize just how concentrated their portfolio has become. Uncovering this hidden risk and building a clear strategy to protect your hard-earned money is exactly why we are hosting this webinar.

This session is for you if:

  • Your employer stock has quietly become your largest single holding

  • You have vests stacking up and no rule for what to do with them

  • A liquidity event, job change, or move abroad is on the horizon

What you'll leave with:

  • A clear view of your current Employee Stock concentration

  • A way to set your concentration limit

  • A System to Coordinate equity with the rest of your portfolio

Speaker: Susmit Patodia, Group Head - Business New Initiatives, Dezerv

When: Saturday, 29 August · 11:00 AM IST · 60 mins + live Q&A

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Presented by
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1,156 Went