# Dezerv: Investment management, Mumbai, India

> Dezerv: Dezerv Investments Private Limited is a Mumbai-based startup specializing in wealth technology and financial technology. Based in Mumbai, India.

Source: https://millionrounds.com/startup/dezerv (Millionrounds; every figure on the page links to its filing or article)

India · [Investment management startup](https://millionrounds.com/companies)

# Dezerv

Dezerv Investments Private Limited is a Mumbai-based startup specializing in wealth technology and financial technology.

Email

Funding reported Last round: Series C

Investment management Mumbai, India

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Company summary

- **Founded:** 2021 5 years old
- **Team:** 660 201 to 1,000 people
- **Funding reported:** 99.2M as listed, currency not stated
- **Last round:** Series C Oct 2025

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Dezerv has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## About Dezerv

Dezerv Investments Private Limited is a Mumbai-based startup specializing in wealth technology and financial technology.

Founded in 2021 by Sahil Contractor, Sandeep Jethwani, and Vaibhav Porwal, Dezerv focuses on personalized investment management and wealth advisory services. With a team that has over 20 years of experience in the industry, the company combines traditional investment strategies with modern technology to offer customized portfolio solutions. Dezerv provides a range of services, including customized portfolio management, multi-asset investment solutions, and global investment access. Their platform allows users to build and manage portfolios through a mobile app and web interface. The company targets financially literate individuals, particularly top-salaried professionals and affluent clients, helping them grow their wealth through expert-managed investment strategies. With a strong financial backing and a proven track record, Dezerv is positioned as a key player in India's digital wealth management sector.

## What company datasets say Dezerv raised

Funding, as reported

Reported in all **99.2M** in the source's currency

Last round **Series C**

Last round size **39.4M**

Last round date **Oct 2025**

## On 2 portfolio pages

Investors who name them

- [Whiteboard Capital](https://millionrounds.com/fund/whiteboard-capital)
- [OTP Ventures](https://millionrounds.com/fund/otp-ventures)

Each firm lists Dezerv on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

## The company, in detail

What they build

Known for

portfolio analysis client portal performance reporting portfolio risk profiling information technology & services portfolio rebalancing financial services client transparency finance investment management personal finance client-centric personalized solutions portfolio diversification client engagement quantitative frameworks

Built with from their website

GitHub Actions Google Maps Google Calendar Forcepoint DLP for Cloud Email Google Tag Manager Amazon CloudFront Google Sheets Atlassian PWA CallMiner Eureka

+8 more

YouTube Google Workspace CloudFlare Viewport Meta LinkedIn Ads Apache Superset Google Play MongoDB

- **Sector:** Investment management
- **Industry code:** NAICS 523940, SIC 6289, 6282
- **Region:** Maharashtra
- **Revenue:** 8M a year, as listed

## Investment management in India

Startups like it

- [**Paytm Money** Noida · founded 2017 *Raised*](https://millionrounds.com/company/paytm-money)
- [**foip.in** Gurugram · founded 2023](https://millionrounds.com/startup/foip-in)
- [**WealthApp Financial Advisors Pvt. Ltd.** Bengaluru · founded 2016](https://millionrounds.com/startup/wealthapp-financial-advisors-pvt-ltd)
- [**Sanctum Wealth** Mumbai · founded 2016](https://millionrounds.com/startup/sanctum-wealth)
- [**Utkarsh CoreInvest Ltd.** Varanasi · founded 2009](https://millionrounds.com/startup/utkarsh-coreinvest-ltd)
- [**Gateway Investments R** Chennai · founded 2022](https://millionrounds.com/startup/gateway-investments)
- [**Better Wealth Advisers** Jaipur · founded 2016](https://millionrounds.com/startup/better-wealth-advisers)
- [**Savart** Hyderabad · founded 2017](https://millionrounds.com/startup/savart)

## Is this your company?

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