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Dezerv Capital Reserve Strategy - Multi Asset

Dezerv Investments Private Limited

66.41 CR AUM

Dezerv Capital Reserve Strategy - Multi Asset

Dezerv Capital Reserve Strategy - Multi Asset

Dezerv Investments Private Limited

66.41 CR AUM

NSE Multi Asset Index 1
Benchmark
1yr 6mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
No exit load charged
Exit Load
NSE Multi Asset Index 1
Benchmark
1yr 6mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
No exit load charged
Exit Load
Fund manager

kumarpal jain

Fund Manager
MULTI_ASSETStrategies

Kumarpal Jain, based in Mumbai, MH, IN, is currently a Investment Analyst at Dezerv. Kumarpal Jain brings experience from previous roles at Fintso, IIFL Wealth, MOTILAL OSWAL WEALTH MANAGEMENT LIMITED and CRISIL. Kumarpal Jain holds a 2014 - 2014 Level 3 @ CFA Institute. With a robust skill set that includes Business Analysis, Requirements Analysis, Databases, Finance, Financial Modeling and more

Kumarpal Jain, based in Mumbai, MH, IN, is currently a Investment Analyst at Dezerv. Kumarpal Jain brings experience from previous roles at Fintso, IIFL Wealth, MOTILAL OSWAL WEALTH MANAGEMENT LIMITED and CRISIL. Kumarpal Jain holds a 2014 - 2014 Level 3 @ CFA Institute. With a robust skill set that includes Business Analysis, Requirements Analysis, Databases, Finance, Financial Modeling and more
Fund manager

pratik bagaria

Fund Manager
MULTI_ASSETStrategies

Pratik Bagaria, based in Mumbai, MH, IN, is currently a Investment Management at dezerv.. Pratik Bagaria brings experience from previous roles at sortvest, Motilal Oswal Financial Services Ltd, Anand Rathi Wealth Management and 360 ONE Wealth. Pratik Bagaria holds a 2019 - 2020 Master of Business Administration - MBA @ Indian Institute of Management Ahmedabad.

Pratik Bagaria, based in Mumbai, MH, IN, is currently a Investment Management at dezerv.. Pratik Bagaria brings experience from previous roles at sortvest, Motilal Oswal Financial Services Ltd, Anand Rathi Wealth Management and 360 ONE Wealth. Pratik Bagaria holds a 2019 - 2020 Master of Business Administration - MBA @ Indian Institute of Management Ahmedabad.
1OF2

Purpose

The objective of this Investment Approach is to generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio and managing various types of instruments.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
4.19%
1M benchmark return
5.65%
Alpha
-1.46%
1M Wealth multiple
1.04x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
4.19%
1M benchmark return
5.65%
Alpha
-1.46%
1M Wealth multiple
1.04x

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