Dezerv — Wealth Management for Affluent Indians
Dezerv
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
Refund policy
Free portfolio review. No payment collected on this listing; advisory pricing is arranged directly with Dezerv after the review.