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Dezerv Corporate Surplus Management Strategy

Dezerv Investments Private Limited

282.18 CR AUM

Dezerv Corporate Surplus Management Strategy

Dezerv Corporate Surplus Management Strategy

Dezerv Investments Private Limited

282.18 CR AUM

CRISIL Composite Bond Index
Benchmark
1yr 6mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
No exit load charged
Exit Load
CRISIL Composite Bond Index
Benchmark
1yr 6mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
No exit load charged
Exit Load
Fund manager

kumarpal jain

Fund Manager
DEBTStrategies

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
DEBTStrategies

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.
Fund manager

agrim mehta

Fund Manager
DEBTStrategies
1OF3

Purpose

To generate competitive returns while ensuring the preservation of capital and the provision of liquidity, making it an ideal investment for an investor who is looking to invest for short-medium term.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
0.68%
1M benchmark return
0.87%
Alpha
-0.19%
1M Wealth multiple
1.01x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
0.68%
1M benchmark return
0.87%
Alpha
-0.19%
1M Wealth multiple
1.01x

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