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Dezerv

by Dezerv Investments Private Limited · Mumbai, Maharashtra

SEBI-registered wealth manager offering PMS strategies and portfolio monitoring for affluent Indians.

Personal finance & investing appsMade in IndiaMobile app
Visit website
Starting price
On request
Ask for a quote
Free trial / plan
Not advertised
Deployment
Cloud
Web, Android & iOS
App Advisor rating
3.9
transparency & India fit

What is Dezerv?

Dezerv is personal finance & investing apps from Dezerv Investments Private Limited, an Indian company headquartered in Mumbai, Maharashtra. SEBI-registered wealth manager offering PMS strategies and portfolio monitoring for affluent Indians.

Personal finance apps cover budgeting and expense tracking, mutual-fund and stock investing, credit scores, loans and insurance. India's most-downloaded finance apps are broking and payments apps, so this category is as much about trust and regulation as about features.

Pricing is quoted per organisation, so ask the vendor for a proposal that matches your size. Because it is built in India, GST, INR pricing and local support hours are native rather than bolted on.

What works well

  • +Built in India with GST-ready workflows and local support hours
  • +Native mobile apps for work on the go

What to watch out for

  • Pricing is not published — expect a sales conversation before you see costs
  • No permanently free plan

Best suited for: Mid-market · Enterprise

AI analysis of Dezerv

Analysing Dezerv — pricing, features, reviews and alternatives…

Generated by App Advisor's native engine from this listing's verified data — not a paid placement.

Dezerv features

Category-standard capabilities plus what Dezerv adds. Verify depth in a demo.

  • SEBI-registered broking or MF distribution
  • Direct mutual funds with zero commission
  • Expense tracking from SMS and bank feeds
  • Credit score monitoring
  • SIP automation and goal planning
  • Tax-saving and capital-gains reports
  • Insurance comparison and claims
  • Two-factor security and device binding
  • Mobile apps for Android and iOS
  • INR pricing and India-based support

Dezerv pricing

Entry price

On request

Quoted per organisation after a discovery call

How Dezerv charges. Dezerv Investments Private Limited prices per organisation based on users, modules and implementation scope. Ask for a quote that includes onboarding, training and annual increases.

Read from the vendor's official website. Prices change — confirm on dezerv.in.

Specifications

Category
Personal finance & investing apps
Vendor
Dezerv Investments Private Limited
Headquarters
Mumbai, Maharashtra
Founded
Not published
Pricing model
Quote-based
Starting price
On request
Deployment
Cloud
Platforms
Web, Android, iOS
Best for
Mid-market, Enterprise
Made in India
Yes

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Dezerv — frequently asked questions

What is Dezerv?+

Dezerv is personal finance & investing apps by Dezerv Investments Private Limited, an Indian company from Mumbai. SEBI-registered wealth manager offering PMS strategies and portfolio monitoring for affluent Indians.

How much does Dezerv cost?+

Dezerv does not publish a price list; pricing is quoted per organisation. Request a demo through App Advisor and we will ask the vendor for a written quote.

Does Dezerv offer a free trial or free plan?+

Dezerv does not advertise a free plan; ask the vendor for a trial or a guided demo.

Is Dezerv made in India?+

Yes. Dezerv is built by Dezerv Investments Private Limited, headquartered in Mumbai, Maharashtra.

Who is Dezerv best suited for?+

Dezerv suits mid-market, enterprise buyers looking for personal finance & investing apps.

What are the best alternatives to Dezerv?+

Popular alternatives in personal finance & investing apps include Angel One, Zerodha Kite, Upstox. Use App Advisor's compare tool to see them side by side.

How is Dezerv deployed?+

Dezerv is available as a cloud (SaaS) product, with web, Android and iOS apps.

About Dezerv Investments Private Limited

Dezerv Investments Private Limited logo

Dezerv Investments Private Limited · Mumbai, Maharashtra · 1 product in our catalogue · Indian company

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