The Work Index by Flexa

Dezerv

Dezerv is a wealth management startup offering investment solutions for affluent Indians.

6.8

/10

Transparency ranking

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Description

Dezerv is a wealth management startup founded in 2021 by a team with over 20 years of experience and prior management of over Rs. 50,000 crore. Dezerv provides investment solutions designed for affluent Indians, catering to a variety of needs including portfolio management services, alternative investment funds, and customized mutual fund portfolios. Their approach leverages technology and data-driven decision-making to offer a transparent and personalized investment experience.

Dezerv distinguishes itself by offering a unique Integrated Portfolio Approach (IPA) that utilizes a combination of mutual funds to meet individual client goals. They also offer a Portfolio Management Service (PMS) for clients with a minimum investment of Rs. 50 lakhs. Dezerv's focus on building valuable relationships with clients, and their dedication to transparency and customer focus have helped them attract a growing base of investors in India.

Flexibility

Dezerv offers a dynamic work environment with a high level of ownership in all tasks. They value open communication, feedback, and a fresh perspective, fostering a community of talented professionals who enjoy their work. While specific details about remote work or flexible hours are not mentioned, the emphasis on a dynamic environment suggests a degree of flexibility is likely present.

Benefits

Dezerv offers employee benefits that include an ESOP policy, a dynamic work environment that values open communication and feedback, and opportunities for professional growth and development. They prioritize building valuable relationships within the company and promote a culture of integrity, frugality, and customer focus.

Mission

Dezerv is a wealth management platform dedicated to transforming investment management for affluent Indians. They leverage technology and their team's 20+ years of industry experience to provide customized investment solutions that help clients achieve their financial goals and build wealth. They believe in transparent, data-driven decision making and prioritize simplicity and clarity for their clients' investment journey.

Automation
Data-driven
Disruptor
Environmental impact driven
Soonicorn
Sustainability

Culture

Dezerv promotes a dynamic and collaborative work environment that values open communication, feedback, and a fresh perspective. They emphasize a high level of ownership in all aspects of the work, offering employees an ESOP policy and the opportunity to be a part of their growth story. They also prioritize building valuable relationships and fostering a diverse community of talented professionals who know how to have fun.

Agile and dynamic
Engaging
Entrepreneurial
Fast-paced
Fun
People-first
Progressive
Supportive
Transparent

DE&I

Dezerv embraces a culture of diversity, equity, and inclusion, actively fostering a welcoming and inclusive environment for all employees. This commitment is reflected in their diverse leadership team, which boasts individuals from various backgrounds and experiences. Dezerv promotes open communication, valuing feedback and diverse perspectives to drive innovation and ensure a dynamic work environment. The company prioritizes building valuable relationships and creating a community where everyone feels valued and respected, contributing to a workplace that reflects the vibrant diversity of India.

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