Dezerv Review: A Deep Dive into Expert Managed Investing

Dezerv Review

Looking for a detailed Dezerv review on wealth management? This blog explores the platform’s features, pros and cons, and steps to get started.

90% of retail investors lose money. We all struggle with choosing individual stocks and mutual funds. So why not leave stock picking to experts? Explore Dezerv, an expert-managed wealth management platform.

Offering investors an advanced portfolio management platform, Dezerv stands out in the wealth management space. It transforms the way investors interact with their money. 

Thanks to cutting-edge algorithms and data analytics, Dezerv gives customers the confidence to go through the complexity of investing. 

In this article, we will do a complete Dezerv review and see whether it is worth investing in it. 

Dezerv Wealth Monitor – A Brief Overview

Dezerv Review

Dezerv was created by an experienced in 2021 and provides a practical approach to portfolio management. They make personalized investment plans to support your wealth-building and financial objectives. 

The holding company, Dezerv Investments Pvt. Ltd., manages investments for Category 1 Angel Funds and provides Portfolio Management Services (PMS). 

This platform will let you track your portfolio across several investment accounts, including equities, bonds, mutual funds, exchange-traded funds (ETFs), and more.

It also offers precise advice on which funds to hold and which to sell. This way, users can enhance the performance of their portfolios. 

Dezerv can prove beneficial for professionals planning to manage their finances. Dezerv starts by inquiring about your objectives and risk tolerance and then creates a unique portfolio exclusively for you.

Features And Services Provided By Dezerv

Let’s understand Dezerv features that help its user handle their investments easily:

1. Analyze Your Investment: 

With Dezerv, you can easily see how well your investments are performing. Experts analyze your portfolio, giving you insights into where your money is going and how it’s performing.

2. Interface Design and Navigation

Dezerv’s user-friendly interface design makes it easy to navigate and access services. The interface is so simple that individuals without a technical background can access it easily. 

3. Get Expert Investment Advice 

Want to make the most of your investments? Dezerv offers personalized recommendations based on the latest market trends and your financial goals. Following these suggestions ensures your portfolio stays aligned with your objectives.

4. Customer Support Quality

Building consumer loyalty and trust requires providing excellent customer service. Dezerv has quick and attentive customer service to address users’ queries. It considers elements like response time, agent helpfulness, availability of support channels, and general customer satisfaction. 

5. Make Your Portfolio More Efficient 

Sometimes, some funds in your portfolio might not be delivering the results you hoped for. Dezerv can identify these underperforming funds and suggest removing them. This helps you avoid missing out on potential gains and keeps your portfolio in top shape.

6. Analysis of User Comments and Ratings

Dezerv prioritizes user feedback and examines comments to make improvements over time. It considers the ratings and reviews by users to find areas of improvement. Moreover, if they find any concerning comments, they try to resolve the situation as promptly as possible. 

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Getting Started With Dezerv

Dezerv simplifies investing as finance professionals will handle everything on your behalf for wealth management. Here is the step-by-step process of getting started with Dezerv:

1. Sign Up and Talk to an Expert

Dezerv requires an invite-only signup process, where you must first complete an online application. After submitting, there may be a few weeks or longer wait before receiving an invitation.

2. Login After Receiving an Invitation

Once invited, use your registered phone number to check in, create an account, and make your first deposit so that Dezerv can manage your portfolio.

3. Review and Decide

Dezerv recommends one of the five strategies it believes best fits your profile based on your responses. However, you are free to ignore this and take any other strategy you like. 

Before investing, you can examine the precise asset allocation and funds chosen for your portfolio. 

4. Start investing

To open an account with Dezerv, you must deposit at least ₹50,000 initially. The minimum deposit is greater than that of several rival robo-advisory platforms, which start at ₹500–₹1000. 

After you deposit the amount, Dezerv will now invest it in its carefully chosen basket. They will ensure you receive the maximum returns.

Pros And Cons Of Dezerv


  • Dezerv mobile apps and online services offer flexibility on investment.
  • The customized portfolio management services of Dezerv allow investors to match their investment horizon and risk tolerance.
  • Dezerv diversifies investments and lowers the risks.
  • It hires financial professionals and utilizes state-of-the-art technologies for the best investment guidance. 


  • Dezerv may fail to reflect each investor’s particular situation or preferences.
  • The minimum investment amount is a bit on the higher side. 
  • Since Dezerv is by invitation only, many prospective investors may not be able to access it. 

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Conclusion of Dezerv Review

Dezerv is a great choice for investors looking for specialized portfolio management services. With a focus on diversity, optimization, and personalization, it can reduce risk and help yield higher returns. 

Remember that Dezerv’s effectiveness depends on personal preferences, risk tolerance, and financial objectives. 


1. Can I trust Dezerv for investment?

Dezev is managed by professionals with over 20 years of experience in the field. Thus, you can trust Dezerv to handle your finances wisely. Their ISO 27001 certification ensures optimal data security and privacy.

2. Is Dezerv suitable for beginners?

Beginners can start investing with Dezerv. They can find information from professionals in the field about the best ways to invest, potential hazards, and new opportunities.

3. Is the Dezerv Wealth Monitor app free or paid?

Dezerv doesn’t charge for Investment Performance Analysis as they earn revenue through mutual funds. For Portfolio Management Services, they will charge a 10% profit sharing.

Disclosure: Please note that some links on are affiliate links. We may receive a commission at no extra cost to you if you click through our links and make a purchase from our partners.

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