Dezerv

Dezerv

Investment Management

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About us

Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. Since inception, our clients have trusted us with over 6000 crs of their assets. At Dezerv, we aim to deliver: - Comprehensive assessment of your investment portfolio from India's leading investment experts - Diversified portfolios to help you create long-term wealth using scientific allocation strategies - Day-to-day active management of your portfolio and timely corrective actions as and when needed Invest with us to unlock premium investment opportunities and create long-term wealth. Get started with the Dezerv Wealth Monitor app to get recommendations on your mutual fund portfolio.

Website
http://www.dezerv.in
Industry
Investment Management
Company size
201-500 employees
Headquarters
Mumbai
Type
Privately Held
Founded
2021
Specialties
investing, finance, money, financial planning, startup investing, personal finance, goal setting, international equity, and markets

Locations

Employees at Dezerv

Updates

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    41,994 followers

    It just takes 6 grams of gold to lift the worth of a nation! Every Olympic medal represents thousands of hours of practice, an army of a support system, and countless dreams. Yet, very few of us know what happens behind the scenes! In the latest episode of the Create Wealth podcast, we do just that - we uncover what it takes to create champions! Watch our co-founder Sandeep Jethwani in conversation with Viren Rasquinha – ex-captain of the Indian hockey team, Arjuna awardee, and the CEO of Olympic Gold Quest (OGQ). OGQ has played an instrumental role in the success stories of some of India's leading athletes like Mary Kom, Mirabai Chanu, P V Sindhu, Manu Bhaker, Vinesh Phogat, and Lakshya Sen, to name a few. In fact, in the last two Olympic Games, 5 out of 8 medal winners from India were supported by OGQ. So, in this episode we uncover what it takes to create champions, Viren’s own inspiring journey and some interesting insights on sports in India. In this episode, we also talk about – ✅ The evolution of India's sports ecosystem and its impact on athlete performance ✅ What it takes to train and win at the Olympics  ✅ The government’s role in supporting sports and job stability for Indian athletes ✅ How public sector jobs secure athletes' futures after their sports careers ✅ How Olympic and Commonwealth medalists are creating wealth Viren's experiences provide a unique perspective on building a robust sports ecosystem that extends far beyond the playing field. Tune in for valuable lessons on perseverance, the power of incremental improvements, and how sports can shape both personal and national success stories. Watch the full episode here - https://lnkd.in/dHD5aKQJ #CreateWealth #Sports #Leadership #CreateWealth #Dezerv

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    41,994 followers

    In last fortnight’s episode of the Create Wealth podcast, our co-founder, Sandeep Jethwani, spoke with Deepak Padaki, President of Catamaran, the investment firm founded by Narayana Murthy, one of India’s most celebrated tech visionaries. In this excerpt, Deepak shares how Catamaran balances risk and returns through strategic allocations across public and private investments, with the aim of doubling their capital every 5 years. Watch the full episode to learn more about: ➡️ The critical role of patient capital in long-term investments. ➡️ Insights into managing a family office with the rigour of a top-tier investment firm ➡️ The unique challenges and opportunities that come with managing a USD 1.2 billion portfolio.  ➡️ Deepak's insights into transitioning from early-stage to growth and late-stage investments in the private market. Watch the full episode here - https://lnkd.in/gzwbc_sX #WealthManagement #Investing #CreateWealth #Dezerv

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    41,994 followers

    With over 1,700 Global Capability Centers (GCCs) across the country, India is emerging as the "GCC Capital of the World". But what's driving this growth story? In the latest Create Wealth newsletter, our co-founder, Sandeep Jethwani, dives deep into the rise of GCCs in India and explores: ➡️ How GCCs have evolved from cost-saving centres to strategic innovation hubs ➡️ The staggering growth: USD 64.6 billion in revenue in FY24, up from USD 40 billion in 2019 ➡️ Why global giants like GE, HSBC, and Microsoft are betting big on Indian GCCs ➡️ The future outlook: GCCs are projected to reach USD 100 billion by 2030 ➡️ How government support and the "China Plus One" strategy are fueling growth Swipe through the below carousel for key highlights, and don't miss out on the full newsletter for in-depth insights. 🔗 Access the full newsletter here: https://lnkd.in/dwD74KrE P.S. — Join over 3,50,000 wealth creators who receive our weekly insights on finance, business, and wealth creation. Stay ahead in the game! (SUBSCRIPTION LINK IN COMMENTS) #GCC #BusinessInsights #CreateWealth #Dezerv

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    41,994 followers

    The Sensex crossed 85,000 for the first time. Indian equity markets have defied global uncertainty and continue to rise.

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    41,994 followers

    Today, we witnessed another milestone as the S&P BSE Sensex closed at an all-time high of 85,169.87, while the NSE Nifty50 touched 26,004.15. The surge in these indices was driven by multiple factors. Our co-founder, Vaibhav Porwal, shared his insights on this market rally with Sonu Vivek of India Today, highlighting the interplay between market fundamentals and the current liquidity-driven momentum. While the fundamentals suggest a more gradual ascent, the strong buying momentum could reduce the timeline for reaching new milestones. #Investing #CreateWealth #Dezerv 

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    41,994 followers

    Is ‘dropshipping’ the next big e-commerce trend? Millennials and Gen Z together run 68% of all dropshipping stores. What’s interesting is that dropshipping isn’t even a millennial invention. It can be traced back to the 1960s and 1970s when mail-order companies pioneered this innovative fulfilment method! But why exactly is dropshipping gaining traction among young entrepreneurs? Dropshipping allows businesses to sell products without ever holding inventory. Stores forward customer orders to suppliers who directly ship the products, freeing up resources in the process. It is simply a low-risk, high-reward model. In the latest edition of our Create Wealth newsletter, we delved deep into – ➡️ What is dropshipping, and how does it work? ➡️ Dropshipping market: A booming industry ➡️ What it takes to establish a dropshipping business in India ➡️ The Indian dropshipping landscape and key players ➡️ The entrepreneurial wave: Why Millennials and Gen Zs are embracing dropshipping ➡️ Shopify: From being a startup to becoming a dropshipping titan 🔗 Access the full newsletter here - https://lnkd.in/dWaSwjYh P.S. — Every week, over 3,50,000 wealth creators receive actionable insights from us on finance, business and wealth creation. Join them to stay ahead in the game! (SUBSCRIPTION LINK IN COMMENTS)

  • View organization page for Dezerv, graphic

    41,994 followers

    In the latest episode of the Create Wealth podcast, our co-founder, Sandeep Jethwani, engages in an insightful conversation with Deepak Padaki, President of Catamaran — the investment firm founded by Narayana Murthy, one of India’s most celebrated tech visionaries. Deepak shares his incredible journey from his early days at Infosys, where he was deeply involved in corporate development and mergers and acquisitions, to leading Catamaran’s investment strategy. Throughout the conversation, Deepak highlights the importance of benchmarking Catamaran against the best global investment firms while maintaining the agility of a family-run entity. Key highlights from this episode: ➡️ Deepak’s journey of moving from Infosys to Catamaran and how it shaped his investment philosophy. ➡️ The leadership culture at Infosys and how its founders created a lasting legacy of wealth distribution through ESOPs. ➡️ Catamaran's approach to "patient capital" and how it supports early-stage companies while focusing on long-term growth through strategic milestones. ➡️ How Catamaran navigates public and private markets to maintain a balanced, high-performance portfolio. Tune in for a masterclass in leadership, wealth and strategic investing from one of the industry’s foremost experts. Watch the full episode here – https://lnkd.in/dgAYu4Qh #WealthManagement #Investing #CreateWealth #Dezerv #Leadership #FamilyOffice

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    41,994 followers

    The US Federal Reserve has made a significant move, cutting its benchmark interest rate by 50 basis points - the first decrease since 2020. This decision is sending ripples through global markets, and investors are keenly watching the Indian markets. Our co-founder, Vaibhav Porwal, shared his insights with Vaamanaa Sethi of LiveMint, offering a historical perspective on how such decisions have influenced Indian markets in the past. To add context - historical data shows that Indian markets have had mixed reactions to US Fed rate cuts. Notably, during two tightening phases, the Nifty saw negative returns: from February 1994 to July 1995, it dropped 23%, and from March 1997 to September 1998, it declined by 14%. Here's Vaibhav's take on the latest US Fed rate cut. #CreateWealth #Dezerv

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    41,994 followers

    Today marks a pivotal moment as we await the U.S. Federal Reserve's decision on the potential rate cut for the first time in 4 years. Historically, the Fed rate cut cycles have led to negative equity returns in the US, with Indian markets (Nifty 50 TRI) also seeing similar results in 2 of the last 3 instances.

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    41,994 followers

    Credit card spends in India rose by a staggering 27% to INR 18.26 lakh crore in FY24. This isn't just a number - it's a testament to the growing adoption of credit cards and their impact on personal finance. Here are some interesting facts about credit cards and the economics behind them: ➡️ Credit "revolvers" who carry balances are often more profitable for credit card companies than the "transactors" who pay in full each month  ➡️ Different card networks charge varying merchant fees, which are often passed on to all customers through higher prices. ➡️ These merchant fees actually fund your credit card rewards, meaning even non-card users may indirectly pay for them. In the latest edition of our Create Wealth newsletter, our co-founder, Sandeep Jethwani, dives deep into: 1️⃣ The surprising economics behind credit cards - How card companies really make money (it might surprise you!) 2️⃣ Hidden costs and fees to watch out for 3️⃣ The anatomy of rewards - decoding the points system 4️⃣ Maximisation strategies - turning points into profits 5️⃣ Expert communities and resources for credit card enthusiasts 🔗 Access the full newsletter here - https://lnkd.in/dssUkgz8 - and learn how to unlock the hidden potential of your credit cards. P.S. - Every Sunday, over 350,000 wealth creators receive actionable insights from us. Don't miss out—join our growing community of informed readers! (SUBSCRIPTION LINK IN COMMENTS) #CreditCards #PersonalFinance #CreateWealth #Dezerv

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Funding

Dezerv 3 total rounds

Last Round

Series B

US$ 31.7M

See more info on crunchbase