Dezerv is founded by Sandeep Jethwani, Vaibhav Porwal, Sahil Contractor who have held senior management positions at companies like IIFL Wealth, Anand Rathi Wealth Management and Kotak Wealth Management. Previously, the founders have managed Rs. 50,000+ crores.
Why should I trust Dezerv with my money?
If you choose to invest with Dezerv, your money will be managed by experts who have 20+ years of experience in the investment industry and have previously managed over Rs. 50,000 crores. So, you can trust Dezerv to manage your money well.
Is it safe to invest money with Dezerv?
Yes, it is safe to invest with Dezerv. We are a regulated Intermediary and ISO 27001 certified company. Additionally for Portfolio Management Services, the Portfolio Managers holds all clients funds in a dedicated Bank account with ICICI Bank as a Custodian. Thus your money and investments are held with a third party custodian and you are always the rightful owner of the investments.
What is the process for completing full KYC on Dezerv?
The KYC process on the Dezerv app is quick and easy. You have to upload PAN and Bank Account details in the app to complete the KYC process. You can reach out to the member partner team (email@example.com) in case a partial or e-KYC is detected by the system. If full KYC is not completed, then we will show a pop-up explaining the next steps on Dezerv web & app.
What types of portfolios does Dezerv offer?
Our IPA and PMS offerings offer customized mutual fund portfolios that can match your risk profile and investment goals. Our Alternative investment fund (Category 1- Angel Fund), offers deal-based investment opportunities in high growth startups.
How can I contact Dezerv for support?
Our support team can be reached through the ‘Help’ section on the Dezerv App. You can also reach us via email (firstname.lastname@example.org) or by phone 022-48930368.
What should I do if my payment is debited but not reflected on Dezerv?
Mutual fund units are not allotted in real time and can take up to 3 working days to be allotted. We request you wait for a couple of days to start seeing your investments. Support is always available at (email@example.com) and 022-48930368.
What is the company name of Dezerv?
Dezerv Investments Private Limited is the holding company of Dezerv Group.
Where is Dezerv located?
We have offices in Mumbai, Bangalore and Delhi, and you are welcome to visit our offices in these cities.
How much does Dezerv charge for its services?
For IPA, we don‘t charge anything. We earn our revenue from mutual fund companies. For PMS, we charge a 0% fixed management fee and a 10% profit sharing.
What happens to my money if Dezerv goes bankrupt/out-of-business?
Dezerv helps you invest your money in the right way. The money is either invested in mutual funds under your name or kept with a third party custodian. In case of Dezerv’s bankruptcy, your money is not affected and you can manage it or withdraw it from websites of mutual fund companies or the third party custodian.
What are the risks involved in investing?
Investing involves various risks like, but not limited to, market risk, credit risk, liquidity risk and loss of capital risk. However, investing with the right risk management helps minimize these risks. Investors are urged to read the risk factors in the respective offer documents before investing.
What tax documents will you provide?
We will share all investment proofs, yearly statements of holdings and transactions with you post 31st March, every year. In case of redemption (if any), we will share the capital gains report. You can reach out to (firstname.lastname@example.org) in case of any queries.
IPA - Integrated Portfolio Approach
Is there a limit to the number of portfolios I can have with Dezerv?
Yes, to keep your portfolio manageable, you can invest in only one customized mutual fund portfolio on our app.
How can I track the performance of my investments with Dezerv?
Dezerv’s app (Android app | iOS app) can help you track your investments on your mobile. Alternatively, you can login using your mobile or laptop here.
PMS - Portfolio Management Services
Can I meet the Dezerv investment team before investing my money?
We understand that you want to meet the investment team when you are investing 50L INR or more in PMS offering of Dezerv. We have offices in Mumbai, Bangalore and Delhi, and you are welcome to visit our offices in these cities
Who are the portfolio managers at Dezerv?
Vaibhav Porwal, one of the co-founders, is the principal officer of Dezerv PMS. Pratik Bagaria is the fund manager. Additionally, we have investment specialists experienced with different asset classes. Hardik Shah looks after unlisted equity investing. Our core investment team is supported by more than a dozen investment specialists and our co-founders.
How often is my portfolio reviewed by the portfolio managers?
Our portfolio managers are working to optimize your portfolio 24x7. Our active monitoring ensures that we are proactive in making changes to your portfolio as and when our investment thesis and market outlook change.
Dezerv Select Program
What is the Dezerv Select program?
The Dezerv Select program is a unique program that aims for Dezerv’s most valuable investors. Dezerv Select members get free quarterly financial reviews. We plan to offer many more services and experiences to Dezerv Select members in the future.
How can I become a Dezerv Select member?
A prerequisite to becoming a Dezerv Select member is to invest a minimum of Rs. 20 Lakh in one of our IPA portfolios or a minimum of Rs. 50 Lakh in our Portfolio Management Service. You can connect with our team
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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.