Wealth creation made simple.
Comprehensive wealth management program to help you make the most of your money
Our approach to managing wealth
1. Review
Analyse your existing investments to assess your asset mix and selection
2. Allocate
Create an optimal portfolio based on your needs and plan your migration to it
3. Oversee
Actively monitor and rebalance your portfolio to deliver reliable returns
Start with a detailed review of your investments
Identify under-performers in your portfolio
Determine if you have the right asset mix
Discover how you can improve your returns
We help you create a strong portfolio across asset classes
Growth Assets
Portfolio of mutual funds built to outperform markets over the long term
3-4%
Outperformance over market
₹50 Lakhs
Min. Portfolio Size
Growth Plus Assets
Angel & late stage private opportunities for exponential returns
0%
Fixed cost
Steady Return Assets
High quality debt assets to provide stability in times of severe volatility
8%
Post tax returns
Get access to exclusive member benefits
Regular review of your investments
Understand your portfolio performance and get actionable insights from investment experts.
On-demand financial consultation
Discuss all your personal finance questions with a wealth management expert.
Make your ESOPs more valuable
Get more value from your ESOPs with easy liquidation and tax liability management.
Here's how you become a member.
Sign Up
Tell us a little about you. What are your investing goals and how you have been investing so far.
Talk to an expert
Understand the program and its offerings. Review your investments and decide on the right next steps.
Start investing
Get started on your wealth creation journey with a minimum investment of ₹50 Lakhs.
Dezerv helps me solve for all my wealth management needs in one place, this has made things so much simpler for me.
Nitish Amnerkar
Director - Analytics at CoinDCX
The expert review of my existing investments helped me realise what I had been doing wrong all along.
Yangchen Yonzon
Client Partner at Facebook
Dezerv makes it so simple and easy to understand investing for a professional like me who has no time to manage my investments.
Dr. Jagruti Jain
Doctor at Nanavati Hospitals
I trust the experts at Dezerv to grow my wealth while I focus on my professional growth.
Sanchit Mehta
Strategy and Insights at Google
I am finally able to invest in high quality startups with Dezerv, this would have been so much tougher to do all by myself.
Sonali Jindal
Co-Founder at Ring
From a team that has done it before.
Meet experts with decades of investing experience
₹50,000Cr
Previously managed
20Years
Of Expertise
Backed by leading investors:
Don't just take our word.
Featured in
Investment guides and recommendations
Still got questions? We’re here to help.
Wealth creation made simple.
You are building India’s future, we are building yours.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377 and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Disclaimer: Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.