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Dezerv
Portfolio manager and investment manager
About Dezerv
Dezerv Investments Private Limited is a wealth management startup founded in 2021 by a team of experienced investors. They offer a range of services, including customized mutual funds portfolios, portfolio management services, and a free portfolio review tool. Their app makes it easy to invest in their customized portfolios, with a minimum investment requirement of Rs. 50,000. Their portfolio management services require a minimum investment of Rs. 50 lakhs.
Read full description
Dezerv is different from other businesses in the same industry because of their team's decades of investing experience and the backing of leading investors. They also offer a free portfolio review tool, Wealth Monitor, which helps investors identify red flags in their mutual fund portfolio and optimize their investments. With the help of India's leading investment experts, Dezerv is the perfect choice for those looking to create wealth and achieve financial goals.
At a glance
- Status
- Operational
- Founded
- 2021
- Headquarters
- Mumbai, India
- Employees
- 589
- Open positions
- 20
- Dealroom signal
- 92.0/100
- Industry
- Fintech
- Sub-industry
- Wealth Management
- Sector
- Fintech, Portfolio Management, Hard Tech
- Technology
- Blockchain
- Business model
- SaaS
- Client focus
- b2b, b2c
- Investment activity
- 4 companies, latest Nov 2025
- Capital deployed
- $1.3M
- Preferred round
- DEBT
Latest news
Press, funding announcements and product moves mentioning Dezerv.
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES COther financing | Oct 2025 | $39M | $158M | Z47 · Elevation Capital · Premji Invest · Accel | ↗ |
| LATE VCOther financing | Jul 2024 | $32M | $127M | Accel · Z47 · Elevation Capital · Premji Invest | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Dezerv is 420K monthly website visits, up 61.5% over the last three months. Dezerv's team grew 10.9% over the past year.
Open positions
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
AuxiloMumbai, IndiaA pro education NBFC registered with the Reserve Bank of India poised on serving the financing gaps in the Indian Education Sector
$287Mvaluation
SaleschatMumbai, IndiaAI-powered WhatsApp sales engagement for financial services.
$2Mvaluation
KrazyBeeBengaluru, IndiaEasy way to buy now and pay later
$57Mvaluation
Done DealMumbai, India
$3.2Mvaluation
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed10 investors entered at this stage
Z47
Elevation Capital
Ramakant Sharma
Asish Mohapatra- SNShashvat Nakrani
Sanjeev Barnwal
Vidit Aatrey- RKRuchi Kalra
Kunal Shah- SSSuhail Sameer
Series A3 investors entered at this stage
Accel
GTM Ventures
Whiteboard Capital
Series B and later1 investor entered at this stage
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Dezerv on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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