Dezerv | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Dezerv

Team Bitscale

18 Feb 2026 — 1 min read

Dezerv

Overview

Dezerv is a wealth management firm based in Mumbai, established in 2021. The company specializes in tech-driven investment solutions for affluent Indians and working professionals, managing over ₹15,000 crore in client assets. It is a regulated entity with SEBI registration as a Portfolio Manager and Investment Manager for various Alternative Investment Funds (AIFs).

Dezerv offers a range of services, including comprehensive portfolio analysis, personalized investment strategies, and Portfolio Management Services (PMS) with performance-based fees. The firm focuses on long-term wealth creation through a combination of online platforms and on-ground advisors, providing access to diversified investment opportunities such as bonds and pre-IPO options. With a client base of over 5,000 across more than 200 pin codes, the company aims to help clients achieve their financial goals through tailored strategies.

Basic Information

Industry	investment management
Founded	2021
Revenue	3M
Headquarters	Kanzul Iman Road, Bandra East, Mumbai, Maharashtra, India, 400051

Contact Details

Phone: +91 22489 30368
Website: dezerv.in
LinkedIn: linkedin.com/company/dezerv-in

Key Focus Areas & Initiatives

Investing
Finance
Money
Financial planning
Personal finance
Markets
Wealth management
Wealth creation
Active management
Client-specific strategies
Investment algorithms
Technology-driven
Digital wealth management
Financial technology
Investment thesis
Automated rebalancing
Portfolio rebalancing automation
Quantitative frameworks
Market impact tracking
Portfolio tracking
Portfolio rebalancing
Client engagement
Investment portfolio
B2C
Risk assessment
Risk management
Diversified strategies
AI-driven investment
Market analysis
Portfolio review
Real-time updates
Investment research
Data-enriched analytics
Other financial investment activities
Portfolio management
Portfolio analysis
Personalized solutions
Market impact analysis
Financial services
Client portal
Investment insights
Portfolio optimization
Investment advisory
Client-centric
Investment performance metrics
Client transparency
Alternative investments
Data-driven decisions
Market monitoring
Market impact monitoring
Performance evaluation
Performance reporting
Unbiased analytics
Investment automation
Services
Client communication
Wealth growth
Personalized asset allocation
Long-term wealth
Portfolio risk profiling
Digital wealth platform
Investment decision support
Portfolio diversification
Client reporting
Automated investment
Investment platform
SaaS
B2B
Finance technology
Information technology & services
Computer software

Technologies Used

AI
Amazon AWS
Epic Clarity
Flutter
Gmail
Google Apps
Google Play
Google Tag Manager
Microsoft Excel
Microsoft Office 365
Mobile Friendly
Route 53
Sendgrid

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