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.

Dezerv

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