MUMBAI, INDIA / ACCESSWIRE / March 7, 2024 / Dezerv, a Mumbai-based wealth tech startup, has announced a suite of investment products and services tailored for India's affluent, High-worth individuals (HNIs), and family offices. Founded in 2021, Dezerv aims to address the challenges investors face in adapting their portfolios to changing personal and financial circumstances.

The core offering of Dezerv includes a range of expert-led investment solutions, leveraging the founders' extensive experience in the investment industry with past associations at IIFL Wealth, Kotak Wealth, and Anand Rathi Wealth Management. Within 2.5 years of operations, Dezerv has managed to oversee assets exceeding Rs. 3,500 crores.

Courtesy of the founding team's reputation and the full-stack investing solutions offered by Dezerv, the wealth management firm manages more than Rs. 3,500 crores in just 2.5 years of operations.

Let's have a look at the investment products and services Dezerv offers.

Dezerv Wealth Monitor App

The Dezerv Wealth Monitor App is a free and easy-to-use app that helps users decide what to do with their mutual funds.

It assigns users mutual funds one of the following status:

Bleak Future

Bright Future

Always Avoid

The team at Dezerv analyses each mutual fund category and scheme rigorously.

After extensive research, they assign one of the above statuses to each mutual fund scheme which helps investors optimize their portfolios.

Dezerv's Wealth Monitor App has analyzed over Rs. 25,000 crore assets across 1.25L mutual fund portfolios. Dezerv also plans to introduce a stock analysis tool in the coming weeks that will help users identify the red flags in users stock portfolios.

Dezerv Mutual Fund Portfolios

Popularly referred to as ‘IPAs' because of the ‘Integrated Portfolio Approach' that the Dezerv team has used to construct the mutual fund portfolios.

Instead of offering individual mutual funds as most other investment platforms do, Dezerv offers diversified investment portfolios. The investment team actively monitors the investment portfolios and rebalances them as and when required.

Dezerv Portfolio Management Service

Dezerv's Portfolio Management Service is a unique HNI investment product for two reasons:

Investment portfolios are constructed using direct mutual funds, not stocks

The fixed management fee is 0% instead of the usual 1-2% charged by other PMSes

Both these unique features help boost users' investment returns while offering portfolio diversification and customized asset allocation. These features are absent in most other PMS Services in India.

Further, the founders and the core team of Dezerv invest in the PMS heavily and charge only in proportion to the profit they generate for users, thereby having skin in the game.

Dezerv Innovation Fund

Dezerv Innovation Fund is an Alternative Investment Fund (AIF). AIFs are specialized investment products that pool investor money similar to mutual funds but are reserved for sophisticated investors and require a minimum investment of Rs. 1 crore.

Dezerv Innovation Fund is a category-1 AIF that is set up as an Angel Fund. Simply put, it enables investors to invest in early-stage, high-growth startups. Also, since it is set up as an Angel Fund, the minimum investment required to participate is Rs. 25 lakh instead of the usual Rs. 1 crore for other AIF structures.

Summary of Dezerv's products and services

Wealth Monitor

• An app that analyses users' mutual fund portfolios to generate actionable insights for portfolio optimization
• Free to download and use

Integrated Portfolio Approach

• Diversified mutual fund portfolios designed to suit different risk profiles
• Requires a minimum of Rs. 1 lakh investment

Portfolio Management Services

• Investment portfolios that come along with a dedicated relationship manager to help users achieve their financial goals
• 0% fixed fee and a minimum of Rs. 50 lakh investment

Dezerv Innovation Fund

• Become an angel investor and get access to high-growth startups that have the potential to multiply users' money faster than listed equities
• Requires a minimum commitment of Rs. 25 lakh to be invested over 4 years

Dezerv is rapidly growing and plans to introduce more investment products and services that empower investors to create wealth with expert guidance.

For more information, please contact https://www.dezerv.in/.

About Dezerv

Dezerv is a wealth tech startup established in 2021, offering a full range of investment products and services. It is committed to providing innovative solutions for portfolio management and wealth creation, tailored to the needs of affluent Indians and HNIs.

Contact:

Name: Mukti Lata
Company name: 6smarketers
Email: mlata@6smarketers.com
Phone number: +91-8789017553

SOURCE: 6S MARKETERS