Dezerv | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Dezerv is a wealth management firm based in Mumbai, established in 2021.
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Overview
Dezerv is a wealth management firm based in Mumbai, established in 2021. The company specializes in tech-driven investment solutions for affluent Indians and working professionals, managing over ₹15,000 crore in client assets. It is a regulated entity with SEBI registration as a Portfolio Manager and Investment Manager for various Alternative Investment Funds (AIFs).
Dezerv offers a range of services, including comprehensive portfolio analysis, personalized investment strategies, and Portfolio Management Services (PMS) with performance-based fees. The firm focuses on long-term wealth creation through a combination of online platforms and on-ground advisors, providing access to diversified investment opportunities such as bonds and pre-IPO options. With a client base of over 5,000 across more than 200 pin codes, the company aims to help clients achieve their financial goals through tailored strategies.
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