Dezerv: Mutual Funds & Stocks
Track & review your portfolio
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
Stop juggling multiple investment apps. Dezerv brings all your Mutual Funds, Stocks, NPS, FDs and other assets into a single, wealth dashboard. Get a real-time, unified view of your true wealth and move beyond basic tracking to portfolio review by being able to identify underperforming mutual funds and diversification risks.
Why choose Dezerv for Wealth Management?
360° Portfolio Tracker Tool
Consolidate and track your entire investment portfolio in one place. Whether it's stocks, mutual funds, or national pension scheme (NPS), Dezerv eliminates the need for complex spreadsheets. Gain complete clarity on your asset allocation with our wealth tracker.
Deep-dive portfolio review & health check
Identify the "leaks" eating into your long-term investment returns. Our portfolio review helps you:
◦ Benchmark XIRR: Evaluate your mutual fund portfolio by benchmarking each fund against its relevant market benchmark.
◦ Identify Hidden Costs: Uncover high expense ratios (TER) and regular mutual fund commissions that eat into your wealth.
◦ Optimize Portfolio Health: Spot over-diversification and sector concentration
Calculate your retirement age & corpus:
Do you have enough to retire early? Use our retirement calculator to determine your estimated retirement age and target corpus by factoring in your current investments, along with inputs like expenses and inflation.
Expert - led wealth management:
Book a complimentary portfolio review call with an investment expert. Walk away with clear insights on your portfolio.
Uncompromising Security & Trust
◦ Regulated: Fully licensed by SEBI, APMI, and AMFI.
◦ Bank-Grade Security: 256-bit AES encryption and ISO 27001 certified.
◦ Trusted by 6 Lakh+ Investors: Join India’s growing community of sophisticated wealth creators and smart investors.
more Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
◦ Deeplink addition
3.37.00 1d ago
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
◦ Introducing Virtual Accounts.
3.36.00 May 7
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
◦ Top up using UPI and onboarding bug fixes.
3.35.01 Apr 28
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
◦ Design bug fixes.
3.33.04 Apr 21
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
Update now to see your first insight!
Better Security!
3.32.00 Apr 9
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
Digital onboarding
3.31.00 Apr 5
This update from Apple will improve the functionality of this app. No new features are included.
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
Better Security!
3.30.02 Mar 26
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
3.28.00 Mar 24
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
3.27.00 Mar 18
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
◦ Stay Optimized: From high fees to lopsided allocations, we help identify it all.
Update now to see your first insight!
3.25.02 Mar 11
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
◦ Stay Optimized: From high fees to lopsided allocations, we help identify it all.
Update now to see your first insight!
3.24.00 Mar 4
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
◦ Stay Optimized: From high fees to lopsided allocations, we help identify it all.
Update now to see your first insight!
3.23.00 Feb 26
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
◦ Stay Optimized: From high fees to lopsided allocations, we help identify it all.
Update now to see your first insight!
3.22.00 Feb 25
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
◦ Stay Optimized: From high fees to lopsided allocations, we help identify it all.
Update now to see your first insight!
3.21.01 Feb 19
Introducing your 2025 Wealth Recap
Your year in money, visualized! We’ve added Wealth Recap to help you decode your 2025 financial journey.
• Year-in-Review: See your net worth growth and top milestones at a glance.
• Your Biggest Wealth Creator: Discover exactly which investment drove your performance.
• Volatility Health Check: See how you navigated market swings and stayed on track.
Update now to unlock your personalized 2025 Wealth Recap!
3.20.06 Feb 18
Introducing your 2025 Wealth Recap
Your year in money, visualized! We’ve added Wealth Recap to help you decode your 2025 financial journey.
• Year-in-Review: See your net worth growth and top milestones at a glance.
• Your Biggest Wealth Creator: Discover exactly which investment drove your performance.
• Volatility Health Check: See how you navigated market swings and stayed on track.
Update now to unlock your personalized 2025 Wealth Recap!
3.20.04 Feb 11
Introducing your 2025 Wealth Recap
Your year in money, visualized! We’ve added Wealth Recap to help you decode your 2025 financial journey.
• Year-in-Review: See your net worth growth and top milestones at a glance.
• Your Biggest Wealth Creator: Discover exactly which investment drove your performance.
• Volatility Health Check: See how you navigated market swings and stayed on track.
Update now to unlock your personalized 2025 Wealth Recap!
3.20.02 Jan 31
Introducing your 2025 Wealth Recap
Your year in money, visualized! We’ve added Wealth Recap to help you decode your 2025 financial journey.
• Year-in-Review: See your net worth growth and top milestones at a glance.
• Your Biggest Wealth Creator: Discover exactly which investment drove your performance.
• Volatility Health Check: See how you navigated market swings and stayed on track.
Update now to unlock your personalized 2025 Wealth Recap!
3.20.01 Jan 28
Introducing your 2025 Wealth Recap
Your year in money, visualized! We’ve added Wealth Recap to help you decode your 2025 financial journey.
• Year-in-Review: See your net worth growth and top milestones at a glance.
• Your Biggest Wealth Creator: Discover exactly which investment drove your performance.
• Volatility Health Check: See how you navigated market swings and stayed on track.
Update now to unlock your personalized 2025 Wealth Recap!
3.19.00 Jan 25
Introducing your 2025 Wealth Recap
Your year in money, visualized! We’ve added Wealth Recap to help you decode your 2025 financial journey.
• Year-in-Review: See your net worth growth and top milestones at a glance.
• Your Biggest Wealth Creator: Discover exactly which investment drove your performance.
• Volatility Health Check: See how you navigated market swings and stayed on track.
Update now to unlock your personalized 2025 Wealth Recap!
3.18.01 Jan 18
Now calculate your retirement age and corpus using your current portfolio—factoring in monthly expenses, inflation, post-retirement returns, and 12+ other variables.
3.17.07 Jan 14
Now calculate your retirement age and corpus using your current portfolio—factoring in monthly expenses, inflation, post-retirement returns, and 12+ other variables.
3.17.06 Jan 11
Now do Goal Planning in the app!
& track your NPS in the app!
View Tier I & II holdings, portfolio allocation, investment types, and withdrawal eligibility — all in one place.
• Secure data fetch via Account Aggregator
• No more switching portals
Update now and explore NPS tracking. We’d love your feedback!
3.17.03 Jan 7
Now do Goal Planning in the app!
& track your NPS in the app!
View Tier I & II holdings, portfolio allocation, investment types, and withdrawal eligibility — all in one place.
• Secure data fetch via Account Aggregator
• No more switching portals
Update now and explore NPS tracking. We’d love your feedback!
3.16.00 12/29/2025
Now do Goal Planning in the app!
& track your NPS in the app!
View Tier I & II holdings, portfolio allocation, investment types, and withdrawal eligibility — all in one place.
• Secure data fetch via Account Aggregator
• No more switching portals
Update now and explore NPS tracking. We’d love your feedback!
3.14.00 12/13/2025
Uncover hidden issues on your portfolio with our new feature!
Stop wondering if your portfolio is performing. Our new Daily Insights feature digs deep into your Stocks, Mutual Funds, and Bank accounts to help you master your money!
◦ Daily Deep Dives: We break down complex financial concepts into bite-sized, actionable tips.
◦ Total Visibility: Link all your assets for a 360-degree view of your wealth.
◦ Deeplink addition
more Version 3.37.00 1d ago
Data Used to Track You The following data may be used to track you across apps and websites owned by other companies:
Data Linked to You The following data may be collected and linked to your identity:
Financial Info Contact Info Identifiers Usage Data Diagnostics Data Not Linked to You The following data may be collected but it is not linked to your identity:
