Dezerv — Wealth Management for Affluent Indians

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Dezerv — Wealth Management for Affluent Indians

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Dezerv — Wealth Management for Affluent Indians

Dezerv — Wealth Management for Affluent Indians

Dezerv — Wealth Management for Affluent Indians

Meeting

A house of investment solutions for affluent Indians — data-driven wealth management across mutual funds, stocks, and alternates. No public self-serve pricing; review your portfolio with the Dezerv team.

Dezerv is a house of investment solutions for affluent Indians, co-founded by Sandeep Jethwani, replacing the traditional relationship-manager model with unbiased, data-driven portfolio management.

What Dezerv offers

  • Daily portfolio tracking — the market’s impact on your holdings is monitored every day, not on an RM’s schedule.
  • Instant evaluation — automatically flags when your portfolio needs a change instead of waiting on manual review.
  • Transparent reporting — every change and its impact is reported back to you.
  • 360° wealth dashboard app — mutual funds, stocks, NPS, FDs, and other assets in one view (Google Play).

Pricing

No public self-serve pricing. Dezerv reviews your portfolio directly with the team to design a plan for your wealth.

Learn more at dezerv.in.

Topics covered

Review of your current investment portfolioMutual funds, stocks, NPS, FDs, and alternates in one viewIdentifying underperforming funds and diversification riskData-driven vs. traditional relationship-manager investingFit for your wealth goals
30 min sessionsRequest a portfolio review via dezerv.in — the Dezerv team will follow up to schedule.
Format
Portfolio review
Audience
Affluent Indian investors
Cost
Review my portfolio
Pricing
Advisory-led (not published publicly)
Focus
Unbiased, data-driven wealth management

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Creators selling this

1 creator

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