Dezerv Investor

"We track the market's impact on your portfolio daily" versus traditional RMs busy with client acquisition.

The platform "instantly evaluates if your portfolio needs a change" and "automatically capitalises on opportunities" versus manual delays requiring client approval.

"Transparently reports the changes and impact to you" versus outdated, lengthy reports typical of traditional wealth managers.

Series C funds aimed at "accelerate Dezerv's transition into a full-stack wealth manager, capable of serving not just an individual but the entire family's financial needs."

Investment amount starting at Rs 50,000; expert-led investing platform for professionals and business founders.

Targets entrepreneur community including founders with ESOP-linked wealth.

Positioned as "a house of investment solutions for affluent Indians," serving over 5 lakh Indian investors across 200+ cities.

The Dezerv App has enabled over 5 lakh Indian investors to track and analyse ₹2 lakh crore in assets.

Series C funds will be used to "onboard and develop high-quality relationship managers"; plans to hire 200 additional relationship managers over the next 12 months.

Serves clients in over 200 cities from five offices in Mumbai, Delhi, Bengaluru, Hyderabad and Pune.

Dezerv's core activity is portfolio management for top-salaried professionals and business individuals -- actively managing their investment portfolios as a SEBI-registered portfolio manager.

Dezerv is directing part of its funding to strengthen the underlying technology stack that powers its portfolio management and platform.

Dezerv runs its own portfolio-management technology, the "One Model" platform, which the company is expanding to cover additional asset classes such as InvITs, REITs and precious metals.

Dezerv taps India's regulated account aggregator data-sharing framework to build more personalized investment solutions for clients.

Dezerv's investment decisions and portfolio construction are driven by an in-house team of investment experts rather than outsourced research.

Co-lead investor across Series B and Series C rounds.

Led Series A; co-led Series C via Accel's Global Growth Fund.

Co-led the Seed round and have participated in every subsequent round through Series C.

Actively managed multi-asset investment strategies tailored to client goals; Dezerv is SEBI-registered as a Portfolio Manager (Registration no. INP000007377).

Manages Category I, II and III AIFs including angel funds, alongside PMS and distribution assets — over ₹14,000 crore managed across these.

Operates a dedicated distribution entity (Dezerv Distribution Services) alongside AMFI-licensed mutual fund distribution.

Employee benefit expenses are Dezerv's single largest cost item, surging 113.6% year-on-year to Rs 63.34 crore in FY24 and making up roughly 63% of total expenses that year.

Marketing investment more than tripled year-on-year to Rs 18.48 crore in FY24 as Dezerv pushed customer acquisition.

Total expenses climbed 108.3% to Rs 100.84 crore in FY24 (from Rs 48.42 crore in FY23); the cost base that year also included legal expenses of Rs 4.13 crore.

Costs kept rising in FY25: employee benefit expenses grew 76% to Rs 111 crore (62% of total costs), advertising/marketing rose 67% to Rs 30 crore, and software expenses jumped 220% to Rs 8 crore, taking total expenses to Rs 178 crore.