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dezerv. Fixed-Income Strategy

Dezerv Investments Private Limited

190.56 CR AUM

dezerv. Fixed-Income Strategy

dezerv. Fixed-Income Strategy

Dezerv Investments Private Limited

190.56 CR AUM

CRISIL Composite Bond Index
Benchmark
3yr 9mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
3yr 9mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

pratik bagaria

Fund Manager
DEBTStrategies

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

vaibhav porwal

Fund Manager
DEBTStrategies

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

kumarpal jain

Fund Manager
DEBTStrategies

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
Fund manager

agrim mehta

Fund Manager
DEBTStrategies
1OF4

Purpose

To generate stable returns for investors with a lowrisk appetite by creating a portfolio of debt investments

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-0.54%
1M benchmark return
-1.11%
Alpha
0.57%
1M Wealth multiple
0.99x

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
-0.54%
1M benchmark return
-1.11%
Alpha
0.57%
1M Wealth multiple
0.99x

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