Dezerv: Mutual Funds & Stocks

Dezerv

About this app

Stop juggling multiple investment apps. Dezerv brings all your Mutual Funds, Stocks, NPS, FDs and other assets into a single, wealth dashboard. Get a real-time, unified view of your true wealth and move beyond basic tracking to portfolio review by being able to identify underperforming mutual funds and diversification risks.

Why choose Dezerv for Wealth Management?

✅ 360° Portfolio Tracker Tool
Consolidate and track your entire investment portfolio in one place. Whether it's stocks, mutual funds, or national pension scheme (NPS), Dezerv eliminates the need for complex spreadsheets. Gain complete clarity on your asset allocation with our wealth tracker.

✅ Deep-dive portfolio review & health check
Identify the "leaks" eating into your long-term investment returns. Our portfolio review helps you:
◦ Benchmark XIRR: Evaluate your mutual fund portfolio by benchmarking each fund against its relevant market benchmark.
◦  Identify Hidden Costs: Uncover high expense ratios (TER) and regular mutual fund commissions that eat into your wealth.
◦ Optimize Portfolio Health: Spot over-diversification and sector concentration

✅ Calculate your retirement age & corpus:
Do you have enough to retire early? Use our retirement calculator to determine your estimated retirement age and target corpus by factoring in your current investments, along with inputs like expenses and inflation.

✅ Expert - led wealth management:
Book a complimentary portfolio review call with an investment expert. Walk away with clear insights on your portfolio.

✅ Uncompromising Security & Trust
◦ Regulated: Fully licensed by SEBI, APMI, and AMFI.
◦ Bank-Grade Security: 256-bit AES encryption and ISO 27001 certified.
◦ Trusted by 6 Lakh+ Investors: Join India’s growing community of sophisticated wealth creators and smart investors.

Ratings and reviews

The application is good and simple to use, not cluttered visually to confuse you with a lot of information. But I feel this is also a drawback of this app as they do not have options for more detailed views like a chart to show the portfolio value over time vs. the benchmark, etc. Also I have been seeing for a long time now that you guys have added PF tracking as well, but I have not seen the option in the app yet. So the updates seem a bit misguided.

Useless App! It doesn't fetch data correctly & doesn't show 60% of my portfolio. Re-fetching data also doesn't work. Deleted the app after multiple unsuccessful attempts to view my data correctly.

Compared to other apps, this one provides suggestions or allows investmenting through them, only if your investment amount is minimum of 50L. what about beginners then? monitoring is name sake as of now and they will suggest you to use their additional wealth monitoring app which has the same monitoring features of dezerv. what's the point in creating a new app then?

What’s new

MFC in Dezerv