Identify red flags in your mutual funds and how to fix them
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What is Dezerv?
Dezerv is a wealth management startup founded in 2021 by a team that has previously managed Rs. 50,000+ crore. We enable you to invest in customized investment solutions that help you create wealth and achieve your financial goals.
What investment services are offered by Dezerv?
Dezerv Investments Pvt. Ltd. (the holding Company) offers Portfolio Management Services (PMS) and also is the Investment Manager to Category 1- Angel Fund.
We also offer mutual fund portfolios under the flagship program named IPA (Integrated Portfolio Approach) through Dezerv Distribution Services Pvt. Ltd. (subsidary Company) which is registered with Association of Mutual Funds of India (AMFI) with Registration No. (ARN) -248439.
How do I invest with Dezerv?
Invest in Dezerv’s customized mutual funds portfolios using our Dezerv app. Download our app here: Android app | iOS app. To explore our Portfolio Management Service, please schedule a call with an investment expert by clicking here.
What is the minimum amount required to invest with Dezerv?
Dezerv offers various products, each with a different minimum investment requirement.
Customized mutual fund portfolios through IPA (Integrated Portfolio Approach): Rs. 1 Lakh
Dezerv Portfolio Management Service (PMS): Rs. 50 Lakhs
What is the Dezerv Wealth Monitor?
Wealth Monitor is a free portfolio review tool developed by Dezerv’s team to help you identify red flags in your mutual fund portfolio. The app analyzes your portfolio’s risk level, diversification, underperforming funds and your investing discipline. Download the app: Android | iOS
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.