Dezerv Wealth Management
Dezerv: Redefining Wealth Management for the Modern HNI
In an era of market volatility, Dezerv has emerged as a powerhouse in the Indian wealth management landscape. By blending a tech-first approach with institutional-grade expertise, Dezerv provides high-net-worth individuals (HNIs) with a sophisticated platform designed for sustained, long-term wealth creation. As of late 2025, the firm manages an impressive AUM of over ₹14,000 crore, a testament to the growing trust from India's elite investors.
The Flagship: Equity Revival Strategy (ERS)
Dezerv’s standout offering is its Equity Revival Strategy (ERS). This PMS (Portfolio Management Service) strategy is designed for those seeking to outperform the broader market through a data-driven, multi-cap approach. Since its inception in 2021, the ERS has consistently delivered, maintaining a CAGR of approximately 25–30%. The strategy focuses on identifying "revival plays"—companies with strong fundamentals positioned for a significant turnaround—ensuring alpha generation across market cycles.
Why Investors Choose Dezerv
Unlike traditional wealth firms, Dezerv emphasizes "skin in the game," with its founders and team investing alongside their clients. This ensures a total alignment of interests. The platform also offers:
Real-Time Monitoring: An intuitive app for tracking performance and XIRR figures on the go.
Tax Optimization: In-built mechanisms to minimize tax outgo on capital gains.
Institutional Rigor: Backed by marquee investors like Premji Invest and Accel, bringing a level of governance and transparency rarely seen in the boutique advisory space.
With a minimum investment of ₹50 lakhs (as per SEBI mandates), Dezerv is tailor-made for the modern investor who demands clarity, cutting-edge technology, and data-backed decision-making.