MUMBAI, 13th October, 2025 – Dezerv, a technology-driven wealth management platform, today announced ₹350 crore in Series C funding, bringing its total capital raised to over ₹850 crore. The all-primary round was backed entirely by Dezerv’s existing marquee investors — co-led by Premji Invest and Accel’s Global Growth Fund, with continued participation from Elevation Capital and Z47-underscoring their deep conviction in the company’s long-term vision.
This capital will be invested to elevate the client experience and strengthen Dezerv’s foundation for decades to come. The company will deepen its technology platform, expand its suite of investment solutions across asset classes, and onboard and develop high-quality relationship managers. These efforts will accelerate Dezerv’s transition into a full-stack wealth manager, capable of serving not just an individual but the entire family’s financial needs.
The new round of capital follows incredible growth figures to date with Dezerv managing over ₹14,000 crore across PMS, AIF and distribution assets since its launch in 2021. Boasting clients in over 200 cities across India, Dezerv has been able to bring data-led investment solutions across Equity, Fixed Income and Alternatives.
The Dezerv App has enabled over 5 Lakh Indian investors to track and analyse ₹2 Lakh crore in assets making it one of the largest net-worth tracking tools in the country. In the app, investors can track their Mutual Funds, Stocks, Bank Accounts, NPS and FDs. Dezerv also plans to add Bonds, ReITs and InvITs as well as Loans and Credit Cards by the end of this year — aiming to become the single, comprehensive platform for Indians to view and manage both their personal and family finances.
“India’s wealth creators have built their wealth through hard work, grit and sacrifice, and it deserves to be managed with the same determination and care with which it was created. That means unfaltering processes, state of the art technology, investment solutions focused on sustainable compounding, and competent and principled relationship managers. This fresh capital will help us deepen these capabilities and strengthen our foundation to build a pioneering financial institution. We are grateful to our investors for their continued backing and long term alignment as we pursue our vision of serving India’s wealth creators for decades to come,” said Sandeep Jethwani, Co-founder, Dezerv.
“Since our initial investment last year, Dezerv’s AUM is on track to quadruple by the end of this year, driven by resilient client flows and a combination of organic and inorganic capital allocation from its customers. Dezerv’s commitment to enhancing customer experience is evident in its AI-enabled, technology-first approach to prospecting and onboarding, tailored product offerings, and proactive engagement — all fuelling industry-leading growth and robust unit economics. With a full-stack platform for wealth solutions across equity and credit, and a uniquely trained relationship management team, Dezerv is well positioned to set new industry standards for risk-adjusted returns and superior client outcomes in wealth management for India’s emerging wealth creators,” said Saravanan Nattanmai, Partner, Premji Invest.
“Dezerv is taking a long-term view of wealth management to build an enduring financial institution. The company is serving India’s emerging class of wealth creators with a deep focus on trust, technology, and disciplined investing. Their growth over the past three years demonstrates the power of pairing institutional rigour with a modern client experience. We’re excited to continue backing them as they shape the next generation of wealth management in India,” said Abhinav Chaturvedi, Partner, Accel.
“We’ve backed Sandeep, Sahil, and Vaibhav and the Dezerv team from day zero and their unique insight, clarity of purpose and delightful customer experience continues to set them apart. The team is well on its way to becoming India’s most trusted, full-stack wealth manager, blending technology and a human touch. We’re excited about the growth trajectory ahead and to double down on our partnership as Dezerv continues to compound both capital and trust at scale.” added Vikram Vaidyanathan, Managing Director at Z47
“Dezerv continues to execute strongly on its mission to become the wealth management platform of choice for affluent Indians. Sandeep, Vaibhav, Sahil and the team have built a truly customer-first platform — from transparent, aligned pricing to intuitive tools like Wealth Monitor that empower clients. This differentiated approach is translating into rapid scale, industry-leading retention, and deep client trust. We’re excited to deepen our partnership as Dezerv continues to redefine wealth management in India,” said Mridul Arora, Partner at Elevation Capital.
About Dezerv
Dezerv is a technology-driven wealth management platform built to serve India’s wealth creators. Founded in 2021 by Sahil Contractor, Sandeep Jethwani and Vaibhav Porwal, Dezerv manages over ₹14,000 crore across PMS, AIF and distribution assets. It serves clients in over 200+ cities from its 5 offices in Mumbai, Delhi, Bengaluru, Hyderabad and Pune. Dezerv is backed by some of India’s most marquee investors such as Premji Invest, Accel Partners, Elevation Capital and Z47.
Dezerv app: wealthcheckup.onelink.me/aenA/lcm3uaxy
For more information, please contact:
Media Contact
Yash Bhargava
Email: yash.bhargava@dezerv.in
Phone: +91 80802 12000