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

  • View organization page for Dezerv, graphic

    37,779 followers

    Big Changes in Capital Gains Tax Announced in Union Budget 2024-2025! The widening gap between STCG and LTCG rates is a clear incentive for longer-term holdings, which aligns with our view of creating sustainable wealth. While there's still some uncertainty around certain asset classes, more clarity will come in the coming days. This shift towards a simpler tax regime is a positive step for investors. We've prepared a table to help you understand the new tax rates in a simpler manner. Stay tuned for more updates! #UnionBudget2024 #CreateWealth #Dezerv

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    37,779 followers

    In last week's episode of the Create Wealth podcast, our co-founder Sandeep Jethwani spoke with Gauri Devidayal, co-founder of the Food Matters Group and the visionary behind Mumbai's renowned restaurants - The Table and Mag St. Gauri, a law graduate, worked for over a decade as a tax consultant in PwC and KPMG before she set up The Table. Now, Gauri’s Food Matters group is one of India's most successful food and beverage (F&B) companies. In this excerpt, Gauri shares how the economics change as the format of the food and beverage (F&B) business changes. She also explains how costs should be distributed in the P&L of the business to make it more sustainable, including how much profit margin should be maintained. Watch the entire podcast episode to know more about: ➡️ What it takes to build a legacy of 14 years in the fine dining space ➡️ How strong brands are built in both pre and post-social media eras ➡️ The economics of running a premium restaurant ➡️ Why scaling high-end restaurants with external funding can be challenging ➡️ Strategies for customer retention and brand loyalty Watch the full episode here - https://lnkd.in/d8fKJY3z #Entrepreneurship #hospitality #CreateWealth #Dezerv

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    37,779 followers

    Last week, we announced our latest funding round led by Premji Invest. Now, we're thrilled to share their investment memo, offering a deep dive into our partnership and shared vision for the future of wealth management in India. Discover the strategy behind the ₹265 crore vote of confidence. A must read for those that have supported us and believed in us. #DezervJourney #WealthTech

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    12,449 followers

    At Premji Invest, we have a track record of identifying and nurturing transformative opportunities over the past two decades. Our portfolio includes early-stage investments in Policybazaar, Amagi, Myntra, and Lenskart to mature-stage companies like Kreditbee, Mintifi, Shubham Housing Finance, and pre-IPO giants like TVS Credit, SBI General Insurance and FirstCry. Today, we are thrilled to announce our recent investment in Dezerv, one of India’s fastest-growing wealth management platforms with a technology-first approach. Charlie Munger once quipped, “Show me the incentive and I’ll show you the outcome,” a truth that resonates deeply in India’s wealth management industry plagued by misaligned incentives and sub-optimal returns. Dezerv is a game-changer, addressing these challenges with centrally managed, customized portfolios and cutting-edge technology for superior client experiences. Their vision to reduce friction and disrupt the wealth management industry using technology for India’s Wealth Creators strongly aligns with Premji Invest’s investment ethos. We are truly excited to support Dezerv in their next phase of growth! Sandeep Jethwani Vaibhav Porwal Sahil Contractor Hardik Shah Saravanan Nattanmai Seethalakshmy Narayanan Ishan Shah Prashant Jain Shailee Khirani #FinancialInclusion #WealthManagement #PremjiInvest #investing

    Revolutionizing Wealth Management for India's Wealth Creators, Premji Invest Partners with Dezerv

    Revolutionizing Wealth Management for India's Wealth Creators, Premji Invest Partners with Dezerv

    Premji Invest on LinkedIn

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    37,779 followers

    SEBI's latest consultation paper proposes a new asset class designed to bridge the gap between Mutual Funds (MFs) and Portfolio Management Services (PMS). Welcoming this move by the Securities and Exchange Board of India (SEBI), our co-founder Sandeep Jethwani, shares his views on what this means for India's Wealth Creators. His views on the role of taxation in the adoption of the new asset class are covered by Ashley C., Dy. Editor, businessline, in today's front-page story. Sandeep also shared a more detailed view on the initiative here: https://lnkd.in/dvwBESA6

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    37,779 followers

    Today, we extend our warmest congratulations to these outstanding individuals on their work anniversaries with Dezerv. Congratulations Nitika Chadha, Prince Kumar, Nainil Nandu, Manikandan Balaji, Anirban Ghosh, Akruti Agarwal, Tarun Narayan Anandani, Rohit Desai, Rohit Chandel, Saurabh Mehta, Arnab Dey, Rahul Deorah, Namrata Patel, Ranajit Sawant, Eshaan Ramnani, Gautam Mandal, Krishna Loya Thank you for being an integral part of Dezerv’s journey, and here's to many more years of collaboration, innovation, and achievement together! #Dezerv #workanniversary 

  • View organization page for Dezerv, graphic

    37,779 followers

    As we approach the first Union Budget of the newly formed Government, anticipation is building around its potential impact on investors' wealth creation journey. To help you navigate these important developments, our co-founder Vaibhav Porwal has shared his expert analysis of the current market performance and his expectations from the upcoming Union Budget in our latest Monthly Market Update. We've distilled Vaibhav's key insights into a comprehensive cheat sheet. This easy-to-digest format offers you: - A snapshot of the current market scenario - What investors should expect from the market - Actionables for different types of investors For detailed insights, we’ve created a short video for you, which you can watch here - https://lnkd.in/dMe7yukP Stay ahead of the curve with Dezerv's expert analysis. #UnionBudget2024 #MarketInsights #Investing #CreateWealth #Dezerv

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  • View organization page for Dezerv, graphic

    37,779 followers

    In the latest episode of the Create Wealth podcast, our co-founder Sandeep Jethwani sits down with Gauri Devidayal, co-founder of the Food Matters Group and the visionary behind Mumbai's renowned restaurants - The Table and Mag St. Gauri identified a gap in Mumbai's fine dining space for ingredient-driven, fresh, and light food outside of traditional 5-star hotels and left her career in tax consultancy to address this need. Her journey of transforming a market gap into a thriving restaurant empire offers valuable insights for entrepreneurs across sectors. In this candid conversation, Gauri shares: - What it takes to build a legacy of 14 years in the fine dining space - How strong brands are built in both pre and post-social media eras - The economics of running a premium restaurant  - Why scaling high-end restaurants with external funding can be challenging - Strategies for customer retention and brand loyalty Whether you're an aspiring restaurateur, a business owner, or an investor looking to understand the F&B landscape, this episode offers a feast of knowledge on creating and sustaining successful hospitality brands. Tune in to discover how Gauri created a thriving business from the ground up and learn applicable strategies for brand building and customer engagement in any industry. Watch the full episode [LINK IN COMMENTS] and gain a fresh perspective on building a successful brand despite having zero exposure to the segment! What financial lessons have you learned from other industries? Share your thoughts below! #Entrepreneurship #hospitality #CreateWealth #Dezerv

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    37,779 followers

    It has been 48 hours since we announced the fundraise led by Premji Invest with participation from our existing investors - Elevation Capital, Matrix Partners India (aka Z47) and Accel. We're overwhelmed by all the congratulatory messages and the media coverage — a big THANK YOU to the entire media community for sharing the news! PS - Here's a snippet of all the media coverage we received! Sandeep Jethwani Vaibhav Porwal Sahil Contractor #Fundraise #Dezerv

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    37,779 followers

    🎙️ Dive into the latest episode of the Day One podcast episode by Elevation Capital In this episode, our co-founder Sandeep Jethwani shares his journey with Vaas Bhaskar, who has been a supporter and partner in our vision of becoming India's most trusted house of investment solutions. This episode covers many interesting insights on - ➤ The evolution and whitespaces in India’s wealth management industry ➤The 'aha moment' that drives the vision and mission of Dezerv ➤ Building trust in a digital-first environment ➤ The power of personal branding in business Watch the episode now! #Investing #WealthManagement #CreateWealth #Dezerv

    View organization page for Elevation Capital, graphic

    116,275 followers

    💰New Day One podcast episode! "Why don't you have a look at my portfolio?" It was mid-2020. Sandeep Jethwani, then a Senior Managing Partner at IIFL Wealth, was getting a number of requests from his friends. As he reviewed their portfolios, a startling realization dawned on him. These weren't just any portfolios - they belonged to accomplished professionals at the peak of their careers. Yet, they were shockingly mismanaged. This 'aha moment' became the catalyst for Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor to start Dezerv, which addresses a critical gap in the market for India’s affluent and emerging HNI investors. Today it is one of India’s fastest-growing wealth management platforms, with over ₹7,000 crore in client assets. In this illuminating conversation with Vaas Bhaskar (Principal, Elevation Capital), Sandeep Jethwani takes us through his journey of building a trusted financial services brand for India's affluent investors. Dezerv is leveraging specialized expertise, technology, and a superior client experience to solve a crucial problem: the underperformance of most high-net-worth portfolios. From overcoming the wealth management industry’s ‘cold start’ problem to debunking the myth of 'dumbing down' finance for clients, Sandeep offers a masterclass in building a wealth management startup. In this episode, you will gain insights on: ➤ Evolution and whitespaces in India’s wealth management industry ➤ Building trust in a digital-first environment ➤ Dezerv’s early design choices and mistakes ➤ Balancing multiple subcultures within the organization ➤ The power of personal branding in business Watch the full episode here: https://lnkd.in/gRwvk_ir Mridul Arora Kshitij Jayakrishnan

  • View organization page for Dezerv, graphic

    37,779 followers

    The first Union Budget of the newly formed Government is coming up this month, and everyone is waiting to see what the Government has in store for the common man and India's growth story. Our co-founder Vaibhav Porwal spoke to Business Today and shared his expectations regarding the government's reforms and initiatives to drive the next phase of growth. Vaibhav's deep understanding of how sustainable economic growth can be driven through policy is an interesting part of this interaction. Read the entire article in Business Today (LINK IN COMMENTS). #UnionBudget #India #Dezerv #CreateWealth

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Funding

Dezerv 3 total rounds

Last Round

Series B

US$ 31.7M

See more info on crunchbase