Dezerv

Dezerv is a wealth management startup founded in 2021, aimed at providing innovative investment solutions tailored for high-net-worth individuals (HNIs) and affluent clients in India. The company leverages technology to enhance the investment experience and address common challenges faced by investors, such as underperformance and mis-selling.

Products and Services

• Portfolio Management Services (PMS): Dezerv offers personalized portfolio management services that include expert advice and management of investments in various asset classes.

• Integrated Portfolio Approach (IPA): This flagship program allows clients to invest in mutual fund portfolios tailored to their specific financial goals and risk profiles.

• Wealth Monitor: A free portfolio review tool that helps clients assess their mutual fund investments, focusing on risk levels, diversification, and performance.

• Angel Fund Management: Dezerv also acts as the Investment Manager for a Category 1 Angel Fund, providing opportunities for clients to invest in startups.

Business Model

Dezerv operates on a technology-driven model that emphasizes transparency and client-centric solutions. The company does not charge fees directly to users; instead, it earns revenue from the manufacturers of the financial products recommended to clients. This approach ensures that clients are informed about how Dezerv generates income from their portfolios, which is not common in the industry.

Mission and Vision

• Mission: Dezerv's mission is to empower India's affluent and HNI investors by providing customized investment solutions that facilitate wealth creation. The company aims to address the prevalent issues of underperformance in HNI portfolios by offering trusted and tailored investment strategies.

• Vision: The vision of Dezerv is to revolutionize wealth management for India's emerging wealth creators by utilizing technology to deliver superior returns, maintain transparency, and create a seamless client experience.

Market Strategy

Dezerv targets high-net-worth individuals who can invest amounts starting from ₹15 lakhs up to several crores. The company's market strategy focuses on:

• Technology Integration: By leveraging advanced analytics and automation, Dezerv enhances client interactions and streamlines portfolio management processes.

• Client-Centric Approach: Dezerv prioritizes understanding client needs and preferences, ensuring that investment strategies align with individual financial goals.

• Alternative Investments: Recognizing the growing demand for alternative assets, Dezerv incorporates these into its portfolios while conducting thorough due diligence to manage associated risks.

• Partnerships with Investors: The company has secured significant funding from notable investors such as Premji Invest, Elevation Capital, and Matrix Partners, which supports its growth trajectory and enhances its market presence.

In summary, Dezerv is positioned as a forward-thinking player in the wealth management space, focusing on technology-driven solutions and personalized service to cater to the evolving needs of India's affluent investors. Dezerv stands out from other wealth management platforms by combining personalized, tech-driven investment strategies with access to exclusive opportunities, such as pre-IPO and startup investments, tailored for high-net-worth individuals. Unlike traditional wealth managers, Dezerv uses advanced technology to deliver a more efficient, data-driven approach, offering better transparency, performance tracking, and a seamless user experience.