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Dezerv Capital Reserve Strategy - Equity

Dezerv Investments Private Limited

283.94 CR AUM

Dezerv Capital Reserve Strategy - Equity

Dezerv Capital Reserve Strategy - Equity

Dezerv Investments Private Limited

283.94 CR AUM

BSE 500 TRI
Benchmark
1yr 7mo
Age
EQUITY
Strategy
upto 2.5% p.a. on Avg AUM
Fixed Fees
Carry: Upto 20% profit share above hurdle
Variable Fees
No exit load
Exit Load
BSE 500 TRI
Benchmark
1yr 7mo
Age
EQUITY
Strategy
upto 2.5% p.a. on Avg AUM
Fixed Fees
Carry: Upto 20% profit share above hurdle
Variable Fees
No exit load
Exit Load
Fund manager

vaibhav porwal

Fund Manager
EQUITYStrategies

Vaibhav Porwal is a co-founder and director of Dezerv Investments Private Limited, a Mumbai-based fintech company focused on providing expert-driven, data-driven investment solutions for professionals.

Vaibhav Porwal is a co-founder and director of Dezerv Investments Private Limited, a Mumbai-based fintech company focused on providing expert-driven, data-driven investment solutions for professionals.
Fund manager

pratik bagaria

Fund Manager
EQUITYStrategies

Pratik Bagaria, based in Mumbai, MH, IN, is currently a Investment Management at dezerv.. Pratik Bagaria brings experience from previous roles at sortvest, Motilal Oswal Financial Services Ltd, Anand Rathi Wealth Management and 360 ONE Wealth. Pratik Bagaria holds a 2019 - 2020 Master of Business Administration - MBA @ Indian Institute of Management Ahmedabad.

Pratik Bagaria, based in Mumbai, MH, IN, is currently a Investment Management at dezerv.. Pratik Bagaria brings experience from previous roles at sortvest, Motilal Oswal Financial Services Ltd, Anand Rathi Wealth Management and 360 ONE Wealth. Pratik Bagaria holds a 2019 - 2020 Master of Business Administration - MBA @ Indian Institute of Management Ahmedabad.
Fund manager

kumarpal jain

Fund Manager
EQUITYStrategies

Kumarpal Jain, based in Mumbai, MH, IN, is currently a Investment Analyst at Dezerv. Kumarpal Jain brings experience from previous roles at Fintso, IIFL Wealth, MOTILAL OSWAL WEALTH MANAGEMENT LIMITED and CRISIL. Kumarpal Jain holds a 2014 - 2014 Level 3 @ CFA Institute. With a robust skill set that includes Business Analysis, Requirements Analysis, Databases, Finance, Financial Modeling and more

Kumarpal Jain, based in Mumbai, MH, IN, is currently a Investment Analyst at Dezerv. Kumarpal Jain brings experience from previous roles at Fintso, IIFL Wealth, MOTILAL OSWAL WEALTH MANAGEMENT LIMITED and CRISIL. Kumarpal Jain holds a 2014 - 2014 Level 3 @ CFA Institute. With a robust skill set that includes Business Analysis, Requirements Analysis, Databases, Finance, Financial Modeling and more
1OF3

Purpose

The objective of this Investment Approach is to generate long-term capital appreciation for investors with a high-risk appetite by creating a diversified portfolio and managing various equity instruments.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-9.82%
1M benchmark return
-11.37%
Alpha
1.55%
1M Wealth multiple
0.90x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-9.82%
1M benchmark return
-11.37%
Alpha
1.55%
1M Wealth multiple
0.90x

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