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dezerv. Dynamic Strategy

Dezerv Investments Private Limited

45.77 CR AUM

dezerv. Dynamic Strategy

dezerv. Dynamic Strategy

Dezerv Investments Private Limited

45.77 CR AUM

NSE Multi Asset Index 1
Benchmark
3yr 2mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
3yr 2mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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.
Fund manager

vaibhav porwal

Fund Manager
MULTI_ASSETStrategies

Vaibhav Porwal is a co-founder and director of Dezerv Investments Private Limited, a Mumbai-based fintech company focused on providing expert-driven, data-driven investment solutions for professionals.

Vaibhav Porwal is a co-founder and director of Dezerv Investments Private Limited, a Mumbai-based fintech company focused on providing expert-driven, data-driven investment solutions for professionals.
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
1OF3

Purpose

To generate long-term capital appreciation for investors with a medium to high risk appetite by creating a diversified portfolio

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
5.91%
1M benchmark return
5.65%
Alpha
0.26%
1M Wealth multiple
1.06x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
5.91%
1M benchmark return
5.65%
Alpha
0.26%
1M Wealth multiple
1.06x

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