Dezerv Wealth Monitor 4+
MutualFund PortfolioReviewTool
Dezerv Investments Private Limited
Designed for iPhone
-
- Free
iPhone Screenshots
Description
Smart tool for mutual fund analysis & investment tracking.
Dezerv Wealth Monitor - Mutual Fund Portfolio Review Tool Join thousands of investors getting expert reviews on mutual funds worth 2800 CR+ by downloading the Dezerv Wealth Monitor app today.
Dezerv Wealth Monitor is a one-of-a-kind app that helps you review and improve your portfolio with expert recommendations.
With Dezerv Wealth Monitor, you can identify underperforming funds, track your portfolio performance, and get timely corrective actions.
Our team of seasoned investment experts, with over 20 years of experience and a track record of managing INR 50,000 Cr of funds, will analyze your mutual fund portfolio and provide expert recommendations.
Get your portfolio reviewed in under 10 minutes at no cost.
Onboard your own team of experts who know what to do with your portfolio and when.
Download the Dezerv Wealth Monitor app today and take the first step towards a better investment experience.
Dezerv Wealth Monitor - Mutual Fund Portfolio Review Tool is offered through Dezerv Distribution Services Private Limited, an AMFI-registered mutual fund distributor with ARN-248439. Mutual Fund Investments are subject to market risks, read all scheme-related documents carefully. To know more about our services, please visit: https://www.dezerv.in/ipa/
What’s New
Version 1.0.20
Our latest update contains better portfolio analysis with better-combined portfolio support.
Ratings and Reviews
Told me the true reality
The wealth monitor app has its pros and cons. Pros are that it genuinely tells you which of your MFs are not being the benchmark and that helps you to remove underperforming funds. Yes, they do want to book a call with an investment expert but that’s just one part of it. You don’t have to invest, I think a 20 min call to understand more about your portfolio isn’t bad. It’s not like they’re forcing you to invest with them. Some of the reviews I feel are frustrated people who just want everything for free.
Extremely Poor Complaint Resolution with No TAT or Escalation Matrix
Post downloading this APP, i was so excited to see that i can add all my family members in this app abd can review fund performances at one place since my cumulative monthly SIP INVESTMENT is more than 2 lacs and i was finding it a hassal on CAMS/ KFINKART etc.
But gradually on 1st November 2024, when i could not my dad's pan investments on this app i contacted their backend team for support on Watsapp Chat. Today its 9th Dec and Team of Wealth Monitor could not provide me any resolution and i got just one reply that their data provider is not providing the data..!!!
I mean what the heck to my sheer surprise that im todays fast world of technology this app is unable to get data from their data provider for over a month's time.... Isn't thid surprising guys... M reaallt surprised how can such small thing be a reason in todays world of not being able to provide satisfaction to the client.
Guys, this platform doesn't look bad but team handllikg this app are either unprofessionals or new comers or may be bit careless people who really dont understand meaning of TAT and providing wuick resolutions. Seems like guys are dont have any escalation matrix or they are least bothered about their sustainance and growth.
Not a recommended app to MONITOR your WEALTH.
Helped me start investing better!
I have been investing for years now. This was the first time someone gave me an objective review of my investments both in the app and on the call with their experts. The expert also helped me clearly identify what to do to improve my portfolio based on the current market.
Would highly recommend using the app and talking to their experts.
App Privacy
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
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Dezerv Investments Private Limited
- Size
- 87.4 MB
- Category
- Finance
- Compatibility
-
- 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+
- Copyright
- © 2021-2024 Dezerv
- Price
- Free