New Delhi [India], January 21: 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.
Elite Expertise Meets Modern Innovation
Founded by industry veterans Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, who collectively bring over two decades of experience managing wealth exceeding ₹50,000 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.
Revolutionary Fee Structure Redefines Industry Standards
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.Â
This innovative approach demonstrates Dezerv’s confidence in its ability to deliver superior returns while maintaining perfect alignment with client interests.
Comprehensive Portfolio Management Excellence
With a minimum investment threshold of ₹50 lakh, Dezerv’s PMS offers a suite of sophisticated features designed for discerning investors:
- Customized portfolio construction based on individual risk profiles and financial objectives
- Access to institutional-grade investment opportunities typically reserved for large investors
- Regular portfolio rebalancing and optimization to maintain optimal asset allocation
- Detailed performance attribution analysis for transparent insight into returns
- Tax-efficient investment strategies to maximize after-tax returns
- Quarterly portfolio reviews with expert fund managers
- Exclusive access to proprietary market insights and research
Future-Focused Investment Philosophy
Dezerv’s investment approach is built on four core principles that drive sustainable wealth creation:
- Forward-looking strategy that captures emerging opportunities and future growth sectors
- Active monitoring and management ensuring portfolio resilience across market cycles
- Data-driven decision-making powered by advanced analytics and machine learning
- Focus on sustainable wealth creation through long-term compounding
Proven Track Record and Strong Growth
Dezerv’s exceptional performance has attracted significant investor confidence, evidenced by successful funding rounds including a recent Series B raising ₹265 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 ₹7,000 crore post-Series B funding.
The Future of Wealth Management
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.
