How Dezerv is Transforming Investment Management by Leveraging Technology

Dezerv, a technology-driven wealth management platform, led by Vaibhav Porwal, Sandeep Jethwani, and Sahil Contractor, has secured ₹350 crore in Series C funding co-led by Premji Invest and Accel’s Global Growth Fund, with continued participation from Elevation Capital and Z47-underscoring their deep conviction in the company’s long-term vision.

The new capital will enhance client experience and fortify Dezerv’s foundation for long-term growth. The company plans to deepen its technology platform, broaden its investment offerings across asset classes, and expand its team of expert relationship managers. These initiatives will accelerate Dezerv’s evolution into a full-stack wealth manager serving the comprehensive financial needs of families.

The funding follows strong momentum, with Dezerv now managing over ₹14,000 crore across PMS, AIF, and distribution assets since its 2021 launch. With clients in more than 200 Indian cities, the firm continues to deliver data-driven investment solutions spanning equity, fixed income, and alternatives.

The Dezerv App has empowered over 5 lakh Indian investors to track and analyse ₹2 lakh crore in assets, making it one of the country’s largest net-worth tracking platforms. Users can currently monitor their Mutual Funds, Stocks, Bank Accounts, NPS, and FDs within the app. By the end of the year, Dezerv plans to expand its coverage to include Bonds, REITs, InvITs, Loans, and Credit Cards, advancing its vision to become India’s single, comprehensive platform for managing personal and family finances.