Modern Investing with Sidepocket: Shridhar Swaminathan, Co-Founder/CTO of Sidepocket, on Revolutionizing Wealth Management

Modern Investing with Sidepocket Podcast

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We had the pleasure of hosting Shridhar Swaminathan, co-founder and CTO of Sidepocket, a company that’s transforming wealth management by solving the drawdown problem. Shridhar, with over 20 years of experience in startups, technology, leadership, data science, and quantitative investing, shares invaluable insights into his journey. From his early days in technology consulting and quantitative investing to leading innovative financial strategies at Sidepocket, Shridhar's personal and professional experiences offer a wealth of knowledge.

Shridhar emphasizes the importance of financial education and strategic asset allocation for entrepreneurs, particularly those selling their businesses. Drawing from his own background, where money was often tight, he highlights how vital it is to not be emotionally attached to money but instead adopt systematic, process-driven approaches to investing. Entrepreneurs can gain a lot from understanding Shridhar's perspective on risk management, where diversification and the elimination of behavioral biases through automation play critical roles. By reframing personal financial management through advanced quantitative methods and tactical asset allocation, Shridhar and Sidepocket offer a sophisticated yet accessible approach to wealth preservation and growth.

For entrepreneurs, especially those busy with day-to-day operations, Shridhar’s insights are essential for long-term financial stability. His experiences, integrated into the Sidepocket platform, provide a robust framework for automated investing, ensuring your hard-earned savings work for you even when you're not actively managing them.

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About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com