Dezerv: MF & Stock analysis

Dezerv

About this app

Dezerv, your certified wealth management platform, brings you a smarter way to manage and grow your wealth.

Our expert designed long-term portfolios aim to maximize returns while minimizing downside. These portfolios evolve with time, to keep up with changing market conditions.

Our goal is to ensure your money works as hard as you do. Start investing today for a complete Investment Experience:-

✅View & Track Your Portfolio
Monitor your portfolio’s performance by strategy and stay on top of your financial goals.

✅Compare Against Market Benchmarks
Get insights into how your investments stack up against relevant benchmark indices and make data-driven decisions.

✅XIRR & Timeframe-Based Analysis
Track your portfolio’s internal rate of return (XIRR) over different timeframes to measure long-term performance effectively.

✅Automate & Enhance Investments
Invest seamlessly with Systematic Investment Plans (SIPs) and top-ups, ensuring consistent portfolio growth.

✅Comprehensive Net Worth View
Analyze your total wealth, including both Dezerv and external assets, to get a holistic view of your financial standing.

🔐 Security You Can Trust

At Dezerv, security is our top priority. Your investments are safeguarded with:
✔️ISO-certified security standards
✔️AMFI-registered advisory compliance

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.

doesn't do a single task properly. portfolio analysis algorithm is not good, marking MF giving very good returns as bad. plus the external fund update is too slow. you see data which is few days old, while apps like groww and zerodha gives latest data from previous day market closure. also the investment done via deserve is performing so bad, i don't have words.

I have installed app just because from insta ad, I came to know that they can manage or show all investments at single place. When installed & entered details they are unable to connect my demat account which I am using since 5 years. every time app is saying that > No demat account found. It is not worth if core deatures do not work. I just installed because I want to see combined portfolio of couple of memebers from family...but for me this app didn't worked.

What's new

Introducing your 2025 Wealth Recap 📊
Your year in money, visualized! We’ve added Wealth Recap to help you decode your 2025 financial journey.
• Year-in-Review: See your net worth growth and top milestones at a glance.
• Your Biggest Wealth Creator: Discover exactly which investment drove your performance.
• Volatility Health Check: See how you navigated market swings and stayed on track.

Update now to unlock your personalized 2025 Wealth Recap!