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/
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.
Extremely Poor Complaint Resolution with No TAT or Escalation Matrix
Sam R B HDFC
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.
Told me the true reality
itsyashb
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.
One of the most insightful apps out there
Ana Daruka
As a novice investor this App is very helpful for getting a big picture view of your investments. It gives a clear outline of how you are fairing against the benchmark, and highlights room for improvement in your asset allocation. The best part is that I can view my mutual fund and stock investments all under one roof.
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.
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◦ Stay Optimized: From high fees to lopsided allocations, we help identify it all.
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Better Security!
Version 2.23.00
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, for example, on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Provider
Dezerv Investments Private Limited
Size
142.4 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.
