Stop juggling multiple investment apps. Dezerv brings all your Mutual Funds (MF), Stocks, NPS, FDs, Bank Accounts and other assets into a single 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. Our investment tracker lets you track stocks and track mutual funds, with a clear view of your stock and mutual fund portfolio side by side. Add family members to see your family’s portfolio alongside your own with our net-worth tracker. Get complete clarity on your asset allocation with clear portfolio insights, all in one place, so you always know exactly where your money stands.

✅ Deep-dive portfolio review & health check
Identify the "leaks" eating into your long-term investment returns. Our portfolio review, mutual fund review, and stocks analysis help you:
◦ Benchmark XIRR: Evaluate your mutual fund portfolio by benchmarking each fund against its relevant market benchmark, and compare portfolio returns against benchmark over time.
◦ Identify Hidden Costs: Uncover high expense ratios (TER) and regular mutual fund commissions that eat into your wealth. We help you review underperforming funds and share fund exit recommendations when a switch makes sense.
◦ Optimize Portfolio Health: Spot over-diversification and sector concentration across your direct mutual funds, equity mutual funds, and debt mutual funds. Small adjustments here can protect your long-term returns.

✅ PMS & HNI Investment Solutions
Looking for portfolio management services alongside regular mutual funds? Dezerv also offers Portfolio management services for HNI investors. Explore our PMS investment approaches, understand how PMS works, and see how a professionally managed portfolio can complement your broader wealth management strategy.

✅ Plan Your Retirement with Ease
Do you have enough to retire early? Use our retirement calculator for retirement planning to determine your estimated retirement age and target corpus, factoring in your current investments, expenses, and inflation. It helps you gain clarity on your retirement outlook and long-term goals.

✅ Expert - led wealth management:
Book a complimentary review call with our team to get a clearer understanding of your portfolio, including relevant long-term investment considerations and potential tax implications. You also get clear capital gains reports when it's time to file, along with insights into your portfolio over time.

✅ Uncompromising Security & Trust
◦ Regulated by SEBI, APMI, and AMFI.
◦ Bank-Grade Security: 256-bit AES encryption and ISO 27001 certified data practices protect every account you connect.
◦ Trusted by 6 Lakh+ Investors: Join India's growing community of wealth creators and investors.

Disclaimer:
Investment in the securities market is subject to market risks, read all the related documents carefully before investing. Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377. Distribution services are offered through Dezerv Distribution Services Private Limited vide AMFI Registration No. (ARN)- 248439 and APMI registration no. (APRN)- 00615.Goals inputs are collected solely for tailoring the PMS Investment Strategy and does not constitute financial planning or investment advisory services under SEBI (Investment Advisory)Regulation.

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