Dezerv: Mutual Funds & Stocks

Dezerv: Mutual Funds & Stocks

Track & review your portfolio

13 ratings
48 reviews
With Ads
💰 Finance
Free
With Ads

Details

  • Released
  • Updated
  • October 21, 2022
  • July 13, 2026

Features

Dezerv: Mutual Funds & Stocks screenshot #1 for iPhone
Dezerv: Mutual Funds & Stocks screenshot #2 for iPhone
Dezerv: Mutual Funds & Stocks screenshot #3 for iPhone
Dezerv: Mutual Funds & Stocks screenshot #4 for iPhone
Dezerv: Mutual Funds & Stocks screenshot #5 for iPhone
Dezerv: Mutual Funds & Stocks screenshot #6 for iPhone
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About

Consolidate all your investments, including mutual funds, stocks, and NPS, into a single dashboard. Gain a unified view of your wealth, identify underperforming assets, and uncover hidden costs. Calculate your retirement goals with expert insights.

Consolidated investment dashboard
Real-time wealth tracking
Portfolio review and health check
Identify underperforming funds
Retirement age and corpus calculator
Expert portfolio review calls
Bank-grade security
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+1

What's New in Dezerv

3.44.00

July 13, 2026

Add Call booking flow and invest ineligible page entry point on pms invest page.

User reviews

Digital Technology

One of the best app I have seen so far. It’s too good. They have captured every details that individual would love to see.

Inconsistent from Investor perspective

There may be parameters to evaluate, however as a result same fund’s ranking moves from best to worst and this is not logical. In addition, app recommends Exit, so with so much changes how one can keep track of the performance? Plus what about the capital gain that investor needs to look after.
Overall not practical app to follow
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Couldnt track investments

App still not matured enough, faces issue in tracking all the investments, ideally via pan card and otps it should fetched everything bu it couldn't. Also, it doesnt support tracking US investments i think

Portfolio review

Review by Dezerve is excellent

Not convincing app

The analysis is more confusing than convincing. It categorizes Gold ETFs as equity, which is quite surprising. If you follow its recommendations, you may end up repeatedly buying and selling the same fund in every review cycle.

FAQ

What types of investments can I track with Dezerv?

Dezerv allows you to track a comprehensive range of investments including mutual funds, stocks, National Pension Scheme (NPS), Fixed Deposits (FDs), and other assets, providing a unified view of your total wealth.

How does Dezerv help identify investment issues?

Dezerv's deep-dive portfolio review helps you identify underperforming mutual funds by benchmarking XIRR, uncover hidden costs like high expense ratios, and spot over-diversification or sector concentration risks.

Can I get help with my investment strategy on Dezerv?

Yes, Dezerv offers complimentary portfolio review calls with investment experts. You can book a session to gain clear insights and guidance on optimizing your portfolio.

Is Dezerv secure for my financial data?

Dezerv employs bank-grade security with 256-bit AES encryption and is ISO 27001 certified. It is also fully licensed by SEBI, APMI, and AMFI, ensuring robust protection for your data.

How often is Dezerv updated?

The latest version of Dezerv is 3.37.02, last updated on 2026-05-19, indicating regular updates to enhance features and security.

What devices does Dezerv support?

Dezerv is available for iPhone and iPod devices, providing a seamless experience for Apple users managing their finances.

Does Dezerv have ads?

Yes, Dezerv contains advertisements. As a free application, these ads help support its continued development and availability.

What is the user sentiment for Dezerv?

Dezerv is highly regarded by its users, boasting an impressive rating of 4.9 stars from 10 ratings, suggesting strong user satisfaction with its features and performance.