Dezerv Investments Private Limited
AUM (Cr.)
11342.84
No. of Clients
6568
No. of Investment Approach
7
As On
31 March 2026
Dezerv is a SEBI-registered Portfolio Management Services provider and wealth management platform built for HNI and affluent investors. With an AUM of over Rs 16,000 Cr, Dezerv offers expert-led, diversified multi-asset portfolios tailored to each client's financial goals, backed by continuous oversight and active management. Thousands of affluent families across India trust Dezerv to manage and grow their wealth.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Alpha Focus Strategy |
Small & Mid Cap | 0.56% | 5.56% | NA | NA | May 2023 |
Dynamic Debt Strategy |
Debt | 10.58% | 10.64% | NA | NA | Apr 2023 |
Dynamic Debt Plus Strategy |
Debt | 12.20% | 12.10% | NA | NA | Apr 2023 |
Infra Yields Assets |
Multi Asset | 22.95% | 17.17% | NA | NA | Jun 2023 |
Strategic Holdings in Natural Elements |
Multi Asset | NA | NA | NA | NA | Apr 2025 |
Corporate Surplus Management Strategy |
Debt | 7.49% | NA | NA | NA | Nov 2024 |
Equity Revival Strategy |
Multi Cap & Flexi Cap | -2.32% | 2.99% | 14.80% | NA | Jun 2022 |
* Returns are as on 31st March 2026, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr. Agrim Mehta
Fund Manager
Mr. Kumarpal Jain
Fund Manager
Mr. Pratik Bagaria
Fund Manager
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AMC Registered Address
Unit No. 301, Trade Centre,Bandra East,MUMBAI,MUMBAI,MAHARASHTRA,INDIA,400051
SEBI Reg No : INP000007377
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Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.