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 0.4.5
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.
User friendly and data driven
Great work on getting the product right - user friendly interface. Invested few months back and portfolio has been doing well. The mutual fund review tool will be a game changer!!
Why regular mutual fund?
Beware of investment options, they offer regular plan which is much much much costlier than direct plan. For example - edelweiss small cap regular fund has 0.44% TER whereas regular plan is around 1.96%. Do you really want to give 1.52% extra on mutual funds? Another drawback is rebalancing, if they rebalance MF within a year, we’ll end up paying short term capital gain instead of large cap. (30% vs 10%).
I am not against monitizing the process but I think they need little better strategy to make money out of it.
As an investor, I am ok with ACTIVELY managing passive funds but I’m not OK with ACTIVELY managing ACTIVE funds.
Nippon smallcap fund has consistently generated at least 20% of return in last 10 years but this app tells stop and exit 😂 without giving enough data on why we should stop the investments.
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
- 76.4 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
- © 2021-2022 Dezerv
- Price
- Free