Dezerv is a wealth management platform designed to help professionals and business owners grow and manage their investments effectively. Founded by former executives from top financial institutions, Dezerv leverages institutional-grade investment strategies to offer a seamless and sophisticated investment experience. The platform focuses on providing expert-managed portfolios, ensuring that investors make informed decisions without the complexity of traditional investing. By combining deep market research with technology-driven insights, Dezerv aims to bridge the gap between individual investors and the high-quality financial expertise typically reserved for ultra-high-net-worth individuals. With a strong emphasis on simplicity and transparency, Dezerv caters to investors looking for a hassle-free approach to wealth creation, offering professional guidance at every step of their financial journey.
Hourly Rate(INR):
NA
Budget(INR):
NA
Hourly Rate(USD):
$300+
Budget(USD):
$1000+
Employees:
250+
Headquarters:
Mumbai, India
Established:
2021
Services Provided
Professionally curated investment portfolios that use scientific allocation strategies to balance risk and returns for long-term wealth creation.
Access to exclusive investment opportunities such as private equity, venture capital, and high-yield debt, which are typically available to institutional investors.
Detailed evaluation of existing investment portfolios by India's leading financial experts to identify risks, inefficiencies, and improvement areas.
Day-to-day monitoring of investments with timely corrective actions to optimize performance and minimize risks.
Strategies designed to minimize tax liabilities and enhance post-tax returns, ensuring efficient wealth accumulation.
Investment recommendations and insights on equities and fixed-income instruments, customized based on individual risk appetite.
The Dezerv Wealth Monitor app provides personalized recommendations to improve mutual fund investments for better returns and diversification.
Founder(s) Details
Vaibhav Porwal
Founder
Sandeep Jethwani
Founder
Sahil Contractor
Founder
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