Dezerv
In a groundbreaking move that's reshaping India's wealth management landscape, Dezerv introduces its innovative Portfolio Management Services (PMS), designed specifically for sophisticated investors seeking institutional-grade portfolio management. With a unique zero percent fixed management fee structure and performance-linked profit sharing, Dezerv is setting new standards in aligning wealth manager incentives with client success.
Founded by industry veterans Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, who collectively bring over two decades of experience managing wealth exceeding â¹50,000 crore, Dezerv combines deep market expertise with cutting-edge technology. Their experience spans prestigious institutions such as IIFL Wealth, Anand Rathi Wealth Management, and Kotak Wealth Management, providing an unparalleled foundation for navigating complex market cycles.
Breaking away from traditional wealth management models, Dezerv's PMS introduces a revolutionary fee structure that eliminates fixed management fees entirely. Instead, the company operates on a performance-linked profit-sharing arrangement of up to 10%, ensuring that Dezerv succeeds only when its clients do.
This innovative approach demonstrates Dezerv's confidence in its ability to deliver superior returns while maintaining perfect alignment with client interests.
With a minimum investment threshold of â¹50 lakh, Dezerv's PMS offers a suite of sophisticated features designed for discerning investors:
Dezerv's investment approach is built on four core principles that drive sustainable wealth creation:
Dezerv's exceptional performance has attracted significant investor confidence, evidenced by successful funding rounds including a recent Series B raising â¹265 crore led by Premji Invest. The company has expanded its user base from 60,000 to over 100,000 within a year, with Assets Under Management growing to â¹7,000 crore post-Series B funding.
As India's affluent investor base grows increasingly sophisticated, Dezerv's PMS stands at the forefront of wealth management innovation. By combining institutional-grade investment opportunities with a client-first fee structure and cutting-edge technology, Dezerv is not just managing wealth - it's revolutionizing how India's high-net-worth individuals approach portfolio management.
For sophisticated investors seeking a transparent, performance-driven approach to wealth management, Dezerv's PMS offers an compelling proposition that aligns expert management with client success. In an industry often criticized for opaque fee structures and misaligned incentives, Dezerv's innovative approach signals a new era in portfolio management services.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Investments in schemes like PMS are subject to market risks; read all scheme-related documents carefully. Past performance is not indicative of future results. Readers are requested to review the prospectus carefully and conduct their own research or consult with a qualified financial advisor before making any investment decisions.
