Dezerv Company Research Report

Company Overview

Company Name

Dezerv Investments Private Limited

Mission of the Company

_No information is available._

Founders and Inception

Founded in: 2021

Founders: Sandeep Jethwani, Vaibhav Porwal, Sahil Contractor

Key People

Sandeep Jethwani: Co-founder

Vaibhav Porwal: Co-founder, PMS Principal Officer

Sahil Contractor: Co-founder

Pratik Bagaria: Public equity, PMS Fund Manager

Hardik Shah: Private equity, AIF Fund Manager

Headquarters

Location: Unit No. 301, Trade Centre, Kanzul Iman Road, Bandra East, Mumbai, 400051, Maharashtra, India

Number of Employees

_No information is available._

Revenue

_No information is available._

Recognition

What is the company known for?
Dezerv is known for offering tailored wealth management services leveraging technology and data-driven decisions. They provide investment solutions through Portfolio Management Services (PMS) and mutual fund portfolios, aided by the expertise of professionals with over 20 years of industry experience.

Products

List of Products

1. Integrated Portfolio Approach (IPA)
2. Portfolio Management Services (PMS)
3. Mutual Funds
4. Bonds
5. Alternative Investment Fund (AIF)
6. Wealth Monitor App

Detailed Description and Key Features

Integrated Portfolio Approach (IPA)

Description: Customized mutual fund portfolios designed to match different risk profiles and investment goals.

Key Features:

Long-term mutual fund portfolios

Expert rebalancing recommendations

Human support for maintaining portfolios

Portfolio Management Services (PMS)

Description: Discretionary investment strategies focusing on personalized portfolio management.

Key Features:

No fixed management fees, only profit sharing

Regular portfolio monitoring and rebalancing

Access to a dedicated relationship manager

Mutual Funds

Description: Investments in diversified mutual fund schemes managed by professional fund managers.

Key Features:

Professionally managed with in-depth market knowledge

Different categories like equity, debt, and hybrid funds

Accessible investments starting from as low as Rs. 500

Bonds

Description: Fixed-income instruments providing stable returns.

Key Features:

Options like tax-free bonds, PSU bonds, AAA-rated bonds

Risk-averse investment option with predictable income

Alternative Investment Fund (AIF)

Description: Investment opportunities in high-growth startups and private equity.

Key Features:

Deal-based investment opportunities

Targeted towards high net worth individuals (HNWIs)

Wealth Monitor App

Description: A tool for reviewing and monitoring mutual fund portfolios.

Key Features:

Analyses portfolio’s performance, risk level, diversification

Provides actionable insights to enhance returns

Recent Developments

New Products and Features

Alternative Investment Fund (Category 1 - Angel Fund):

New deal-based investment opportunities targeting high-growth startups.

Expansion of Portfolio Management Services:

Inclusion of both equity and debt investment strategies aimed at diversification and risk reduction.

Partnerships

Custodial Services:

ICICI Bank as a custodian for PMS, ensuring the funds are held securely with a third-party custodian.

Recent Milestones

Series B Fundraise:

Raised $32 million in July 2024.

Growth Metrics:

Over Rs 7000 Crores invested by members as of June 2024.

Customer Testimonials

Sudeep Goenka, Director, Goldiee Group: "Dezerv's transparency gave me the confidence I needed."

Dr. Sanjay Arora, Founder, Suburban Diagnostics: "With Dezerv, I found the right partner for the next 25 years."

Aadil Bandukwala, Marketing Director, HackerRank: "Investment experts at Dezerv have a solid investment thesis."

Technological Advancements

Enhanced Digital Platform & CX:

Introduction of a more intuitive and interactive digital platform aimed at providing seamless investment experiences to clients.

Regulatory Compliance

SEBI Registrations:

Portfolio Manager with SEBI Registration No.: INP000007377.

Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration No.: IN/AIF1/22-23/1066 and Category II AIF with SEBI Registration No.: IN/AIF2/23-24/1345.

Closing Note

This professional company research report provides in-depth insights into Dezerv Investments Private Limited, focusing on the company's profile, offerings, recent developments, and customer feedback. This information will aid stakeholders in understanding Dezerv’s capabilities and strategic direction within the wealth management industry. For more tailored financial solutions, visit Dezerv's official communication channels and app.

_Disclaimer: The provided information is based on publicly available data and company communications; it might be subjected to changes._