Dezerv: Mutual Funds & Stocks
Track & review your portfolio
Only for iPhone
Free · Designed for iPhone
iPhone
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.
Ratings & Reviews
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!
The developer, Dezerv Investments Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Identifiers
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:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Dezerv Investments Private Limited
- Size
- 150.1 MB
- Category
- Finance
- Compatibility
Requires iOS 12.0 or later.
- iPhone
Requires iOS 12.0 or later. - iPod touch
Requires iOS 12.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2021-2022 Dezerv