Dezerv, a technology-driven wealth management platform, announced it has raised ₹350 crore in a Series C funding round, bringing its total capital raised to over ₹850 crore. The all-primary round was co-led by Premji Invest and Accel’s Global Growth Fund, with continued support from Elevation Capital and Z47, reflecting strong investor confidence in Dezerv’s long-term vision.
The fresh capital will be deployed to enhance client experiences, deepen Dezerv’s technology platform, expand its suite of investment solutions across asset classes, and recruit high-quality relationship managers. The move is aimed at accelerating the company’s evolution into a full-stack wealth manager catering to individual and family financial needs. Since its 2021 launch, Dezerv has managed over ₹14,000 crore across PMS, AIF, and distribution assets, with clients in more than 200 cities. Its app currently helps over 5 lakh Indian investors track ₹2 lakh crore in assets, covering Mutual Funds, Stocks, Bank Accounts, NPS, and FDs, with plans to integrate Bonds, ReITs, InvITs, Loans, and Credit Cards by year-end.
In Kolkata, Dezerv is witnessing a steady uptick in adoption among emerging affluent investors seeking a unified platform to monitor and manage diverse financial assets. Local clients are increasingly leveraging Dezerv’s AI-driven tools for personalized portfolio insights and real-time net-worth tracking. “India’s wealth creators deserve wealth management with the same rigor with which it was built,” said Sandeep Jethwani, Co-founder, Dezerv, emphasizing the platform’s long-term vision of building a pioneering financial institution.
