Dezerv

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.

Basic Information

Contact Details

• Phone: +91 22489 30368
• Website: dezerv.in
• LinkedIn: linkedin.com/company/dezerv-in

Key Focus Areas & Initiatives

• Investing
• Finance
• Money
• Financial planning
• Personal finance
• Markets
• Wealth management
• Wealth creation
• Active management
• Client-specific strategies
• Investment algorithms
• Technology-driven
• Digital wealth management
• Financial technology
• Investment thesis
• Automated rebalancing
• Portfolio rebalancing automation
• Quantitative frameworks
• Market impact tracking
• Portfolio tracking
• Portfolio rebalancing
• Client engagement
• Investment portfolio
• B2C
• Risk assessment
• Risk management
• Diversified strategies
• AI-driven investment
• Market analysis
• Portfolio review
• Real-time updates
• Investment research
• Data-enriched analytics
• Other financial investment activities
• Portfolio management
• Portfolio analysis
• Personalized solutions
• Market impact analysis
• Financial services
• Client portal
• Investment insights
• Portfolio optimization
• Investment advisory
• Client-centric
• Investment performance metrics
• Client transparency
• Alternative investments
• Data-driven decisions
• Market monitoring
• Market impact monitoring
• Performance evaluation
• Performance reporting
• Unbiased analytics
• Investment automation
• Services
• Client communication
• Wealth growth
• Personalized asset allocation
• Long-term wealth
• Portfolio risk profiling
• Digital wealth platform
• Investment decision support
• Portfolio diversification
• Client reporting
• Automated investment
• Investment platform
• SaaS
• B2B
• Finance technology
• Information technology & services
• Computer software

Technologies Used

• AI
• Amazon AWS
• Epic Clarity
• Flutter
• Gmail
• Google Apps
• Google Play
• Google Tag Manager
• Microsoft Excel
• Microsoft Office 365
• Mobile Friendly
• Route 53
• Sendgrid