-- In their previous stints with IIFL Wealth, Kotak Wealth and the likes, they managed wealth for some of India’s richest families. However, when they realised that good wealth management solutions are available to only the top 1% while others struggle to grow their wealth reliably, they founded Dezerv to solve this problem.
Dezerv, a wealth management firm headquartered in India, was founded by investment industry veterans like Sandeep Jethwani, Vaibhav Porwal and Sahil Contractor in 2021.
The firm considers investors who have portfolios/investable surplus of Rs. 25 lakh and above as affluent investors and wants to become the preferred wealth partner for this segment and beyond (HNIs, UHNIs, family offices etc.)
To do this, they offer a stack of investment products that are most suitable for the segment. It includes Portfolio Management Services (equity and fixed income strategies), Alternative Investment Funds (angel fund and private credit) as well as free products like Wealth Monitor that gives investors actionable insights to optimise their portfolios.
The firm manages upwards of Rs. 3,500 crores and has analysed portfolios with value of Rs. 30,000+ crore through their Wealth Monitor App.
Dezerv leverages technology to construct investment portfolios as well as simplify investment-related activities like account opening and ability to see aggregate holdings.
The firm is one of the earliest adopters of the account aggregator system and won the ‘Showcase Winner’ award at the Samvaad Open Finance event.
Dezerv has also revolutionised the account opening process for first Portfolio Management Service (PMS) investors in partnership with KFintech by making the entire process digital.
The firm is committed to protect their investors’ privacy and has a deep emphasis on security. To give investors this comfort, they secured the ISO/IEC 27001:2013 certification.
Contact Info:
Name: M Lata
Email: Send Email
Organization: 6s Marketers
Website: https://6smarketers.com/
Release ID: 89124051
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