Dezerv: Mutual Funds & Stocks

Stop juggling multiple platforms to track your wealth. Dezerv is a wealth management app designed as an all-in-one investment app that brings all your Mutual Funds (MF), Stocks, NPS, Fixed Deposits and Bank Accounts into a single wealth dashboard, so you always know exactly where your money stands. Get a real-time, unified view of your true wealth and move beyond basic tracking to a proper portfolio review, so you can spot underperforming mutual funds and diversification risks early, and make more informed investment decisions. Why choose Dezerv for Wealth Management? 360° Portfolio Tracker Tool: Consolidate and track your entire investment portfolio in one place. Instead of switching between a stock market app and a mutual fund app, view your stock portfolio and mutual fund portfolio side by side. You can also track your National Pension Scheme (NPS), bank accounts, and Fixed Deposits without relying on complex spreadsheets. Add family members to view your family’s portfolio alongside your own investments. Stay ahead of market-moving news and get weekly portfolio insights on how your investments are performing. Gain complete clarity on your asset allocation with our wealth tracker, mutual fund tracker, and investment tracker, so every stock, fund, and account you hold is visible from a single screen. 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, and compare portfolio returns against the benchmark over time. ◦ Identify Hidden Costs: Uncover high expense ratios (TER) and regular mutual fund commissions that quietly reduce your wealth, with exit fund 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, so you can rebalance with more confidence. Plan your retirement with ease: Do you have enough to retire early? Use our retirement planning feature to determine your estimated retirement age and target corpus by factoring in your current investments, expenses, and inflation, as part of a broader wealth journey that adapts as your income and goals change. It helps you gain clarity on your retirement outlook and long-term goals. Expert-led wealth management: Book a complimentary portfolio review call with our team to discuss your portfolio, goals, and risk appetite. Our wealth management services help you review and refine your approach as your priorities and financial needs change. You also get capital gains reports when it's time to file, with a note on tax-efficient investments wherever relevant. If you're exploring portfolio management services alongside regular mutual funds, our team can guide you through PMS investment and managed portfolio solutions designed for an HNI portfolio, comparing options with clarity so your capital is managed the way you intend. 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.