Your money, our expertise.
Founded in April 2021- dezerv. aims to give successful professionals access to high quality investing expertise which has been the unfair advantage of the ultra-wealthy. The invite-only wealthtech platform combines domain expertise and cutting edge tech to create high-performing long term portfolios and also provides exclusive investment opportunities for their members.
Within 90 days of its product launch, dezerv. has thousands of transacting members.
The dezerv. platform offers:
1. Integrated Portfolio Approach™ - personalized multi-asset long term portfolio
2. Unique access to pre-IPO, global investments, and alternate assets
Sandeep Jethwani, Vaibhav Porwal and Sahil Contractor are the founders of dezerv. The trio were part of the early-founding team at IIFL Wealth before they came together to form dezerv. With experience of over 50+ years between them, they have managed assets worth over INR 50,000 crore for 6500 wealthiest families in the country.
The 'expert' investing tech platform raised $7 million in a seed funding round co-led by Elevation Capital and Matrix Partners India, with participation from reputed investors such as Whiteboard Capital, Nath Ventures and Blume Founders Fund.
The team brings together expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas etc.
To know more visit us on www.dezerv.in
Excited about the mission of delivering financial freedom to India’s future?
Check out www.dezerv.in/careers
Location: India, Maharashtra, Mumbai
Member count: 51-200
Total raised: $248M
Valuation: $100M
Founded date: 2021
Investors 2
Date | Name | Website |
- | Matrix Par... | matrixpart... |
- | Elevation ... | elevationc... |
Funding Rounds 3
Date | Series | Amount | Investors | Deal News |
09.08.2022 | Series A | $21M | Elevation ... | vccircle.c... |
02.09.2021 | - | $220M | - | - |
02.09.2021 | - | $7M | Matrix Par... | investindi... |
Mentions in press and media 16
Date | Title | Description | Source |
09.08.2022 | Wealth management startup Dezerv raises $21M in funding led ... | Advertisment “Indian wealthtech is at a tipping point, with an influx of new affluent investors ove... | indianstar... |
08.08.2022 | Accel leads $21 mn Series A round in investment advisory sta... | Credit: 123RF.com Dezerv, a financial advisory and investment management platform, has raised $21 m... | vccircle.c... |
08.08.2022 | Wealth Creation Platform Dezerv Raises $21 Mn In Series A | India's leading wealth-creation platform, dezerv. has raised $21 million in Series A funding led... | businesswo... |
08.08.2022 | Wealth management startup Dezerv raises $21 million at $100 ... | Wealth management startup Dezerv raises $21 million at $100 million valuation Premium (L-R): Dezerv... | livemint.c... |
08.08.2022 | Wealth management startup Dezerv raises $21 million in fundi... | ETtechCofounders of Dezerv (from left): Vaibhav Porwal, Sandeep Jethwani, and Sahil Contractor Weal... | economicti... |
08.08.2022 | Wealth management platform Dezerv raises $21mn in series A l... | Wealth management platform dezerv. has raised $21 million in Series A funding led by Accel with part... | business-s... |
08.08.2022 | Wealthtech Startup Dezerv Secures $21 Mn To Offer Customised... | Existing investors Matrix Partners India and Elevation Capital also participated in the round Dezer... | inc42.com/... |
08.08.2022 | Wealth management platform Dezerv raises $21 million from Ac... | Wealth-creation platform dezerv. has raised $21 million in Series A funding led by Accel, with parti... | moneycontr... |
04.08.2022 | Indian fintech firm Dezerv secured $20.7 M in Series A round | According to Entrackr, Dezerv, an Indian financial platform, has secured $20.7 million in a series A... | incubees.c... |
03.08.2022 | Wealth Management Platform Dezerv Raises $20 Million In Seri... | Dezerv, a Mumbai-based wealth management platform, has raised $20.7 million in a Series A funding ro... | thestartup... |
Show more