Dezerv: Mutual Funds & Stocks

Dezerv is a comprehensive wealth management application that offers a variety of tools and services to help individuals manage their investments and plan for their financial future. With a 360° portfolio tracker tool, users can easily consolidate and track all of their investments, including stocks, mutual funds, and national pension schemes, in one convenient place. This eliminates the need for complex spreadsheets and provides complete clarity on asset allocation.

In addition to the portfolio tracker, Dezerv also offers a deep-dive portfolio review and health check. This feature helps users identify any potential issues that may be negatively impacting their long-term investment returns. Through benchmarking, users can evaluate their mutual fund portfolio against relevant market benchmarks, while also uncovering hidden costs such as high expense ratios and mutual fund commissions. This allows for optimization of portfolio health by identifying over-diversification and sector concentration.

For those looking to plan for retirement, Dezerv offers a retirement calculator that takes into account current investments, expenses, and inflation to determine an estimated retirement age and target corpus. This can help individuals determine if they have enough saved to retire early.

One of the standout features of Dezerv is its expert-led wealth management services. Users can book a complimentary portfolio review call with an investment expert to gain valuable insights and advice on their portfolio. This personalized approach sets Dezerv apart from other wealth management applications.

Finally, Dezerv prides itself on uncompromising security and trust. The application is fully licensed by SEBI, APMI, and AMFI, and utilizes bank-grade security with 256-bit AES encryption. With over 6 lakh investors already trusting Dezerv, it has quickly become a go-to choice for sophisticated wealth creators and smart investors in India.