Startup Atlas · Fintech

Dezerv

Dezerv Investments Private Limited ● Mumbai, Maharashtra ● Founded 2021 ● dezerv.in ↗

Sandeep Jethwani · Co-founder Vaibhav Porwal · Co-founder Sahil Contractor · Co-founder

$100 MnTotal funding (tracked)

4Funding rounds

13 Oct 2025Last round

250Team size (sourced)

Dezerv: Business Model Canvas

The nine-block Business Model Canvas, filled in only where a public source states it — empty blocks mean we haven't found a citable fact yet, not that the answer is zero.

Value Propositions

Daily portfolio monitoring

"We track the market's impact on your portfolio daily" versus traditional RMs busy with client acquisition.

source

Rapid, automated decision-making

The platform "instantly evaluates if your portfolio needs a change" and "automatically capitalises on opportunities" versus manual delays requiring client approval.

source

Transparent reporting

"Transparently reports the changes and impact to you" versus outdated, lengthy reports typical of traditional wealth managers.

source

Full-stack wealth management for the whole family

Series C funds aimed at "accelerate Dezerv's transition into a full-stack wealth manager, capable of serving not just an individual but the entire family's financial needs."

source

Customer Segments

High-net-worth individuals & business founders

Investment amount starting at Rs 50,000; expert-led investing platform for professionals and business founders.

source

Entrepreneurs and unicorn founders (ESOP wealth)

Targets entrepreneur community including founders with ESOP-linked wealth.

source

Affluent Indian investors

Positioned as "a house of investment solutions for affluent Indians," serving over 5 lakh Indian investors across 200+ cities.

source

Customer Relationships

No cited public information yet.

Channels

Mobile app & digital platform

The Dezerv App has enabled over 5 lakh Indian investors to track and analyse ₹2 lakh crore in assets.

source

Dedicated relationship managers / client partners

Series C funds will be used to "onboard and develop high-quality relationship managers"; plans to hire 200 additional relationship managers over the next 12 months.

source

Regional offices

Serves clients in over 200 cities from five offices in Mumbai, Delhi, Bengaluru, Hyderabad and Pune.

source

Key Activities

No cited public information yet.

Key Resources

No cited public information yet.

Key Partnerships

Premji Invest

Co-lead investor across Series B and Series C rounds.

source

Accel

Led Series A; co-led Series C via Accel's Global Growth Fund.

source

Elevation Capital & Z47 (formerly Matrix Partners India)

Co-led the Seed round and have participated in every subsequent round through Series C.

source

Revenue Streams

Portfolio Management Services (PMS)

Actively managed multi-asset investment strategies tailored to client goals; Dezerv is SEBI-registered as a Portfolio Manager (Registration no. INP000007377).

source

Alternative Investment Funds (AIF)

Manages Category I, II and III AIFs including angel funds, alongside PMS and distribution assets — over ₹14,000 crore managed across these.

source

Mutual fund & product distribution

Operates a dedicated distribution entity (Dezerv Distribution Services) alongside AMFI-licensed mutual fund distribution.

source

Cost Structure

No cited public information yet.

FAQs on Dezerv

What is Dezerv's business model?

Dezerv's core value proposition centers on Daily portfolio monitoring, Rapid, automated decision-making, Transparent reporting, Full-stack wealth management for the whole family.

How does Dezerv make money?

Dezerv's cited revenue streams include Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Mutual fund & product distribution.

Sources & corrections. Every fact on this page is compiled from cited public sources — follow the “source” links beside each entry. Profile sources: www.dezerv.in · Last verified 15 Jul 2026. · Report a correction