# Dezerv: Mutual Funds & Stocks — Track & review your portfolio > Unified investment portfolio tracker and wealth management dashboard. (iPhone/iPad app by Dezerv Investments Private Limited.) - Source: https://appshunter.io/ios/app/dezerv-mutual-funds-and-stocks/id1591432221 (this page in markdown: same URL + `.md`) - Developer: [Dezerv Investments Private Limited](https://appshunter.io/developer/1591432223) - Category: Finance - Price: Free - Rating: 4.90/5 from 14 App Store ratings · 48 written reviews indexed - Age rating: 4+ - Requires: iOS 14.0 · 148 MB - Languages: American English - Released: 2022-10-21 - Data updated: 2026-08-26 - Monetization: ad-supported - User reviews in markdown: https://appshunter.io/ios/app/dezerv-mutual-funds-and-stocks/id1591432221/reviews.md ## What is Dezerv? Stop juggling multiple investment apps. Dezerv brings all your Mutual Funds, Stocks, NPS, FDs and other assets into a single, wealth dashboard. Get a real-time, unified view of your true wealth and move beyond basic tracking to portfolio review by being able to identify underperforming mutual funds and diversification risks. Why choose Dezerv for Wealth Management? 360° Portfolio Tracker Tool Consolidate and track your entire investment portfolio in one place. Whether it's stocks, mutual funds, or national pension scheme (NPS), Dezerv eliminates the need for complex spreadsheets. Gain complete clarity on your asset allocation with our wealth tracker. Deep-dive portfolio review & health check Identify the "leaks" eating into your long-term investment returns. Our portfolio review helps you: ◦ Benchmark XIRR: Evaluate your mutual fund portfolio by benchmarking each fund against its relevant market benchmark. ◦ Identify Hidden Costs: Uncover high expense ratios (TER) and regular mutual fund commissions that eat into your wealth. ◦ Optimize Portfolio Health: Spot over-diversification and sector concentration Calculate your retirement age & corpus: Do you have enough to retire early? Use our retirement calculator to determine your estimated retirement age and target corpus by factoring in your current investments, along with inputs like expenses and inflation. Expert - led wealth management: Book a complimentary portfolio review call with an investment expert. Walk away with clear insights on your portfolio. Uncompromising Security & Trust ◦ Regulated: Fully licensed by SEBI, APMI, and AMFI. ◦ Bank-Grade Security: 256-bit AES encryption and ISO 27001 certified. ◦ Trusted by 6 Lakh+ Investors: Join India’s growing community of sophisticated wealth creators and smart investors. ## Key features - 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 ## Recent user reviews (10 of 48) All indexed reviews: https://appshunter.io/ios/app/dezerv-mutual-funds-and-stocks/id1591432221/reviews.md ### 5/5 — Digital Technology *2026-07-09* 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. ### 1/5 — Inconsistent from Investor perspective *2026-06-14* 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 ### 1/5 — Couldnt track investments *2026-05-19, version 3.37.00* 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 ### 5/5 — Portfolio review *2026-05-17, version 3.37.00* Review by Dezerve is excellent ### 2/5 — Not convincing app *2026-04-28, version 3.35.01* 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. ### 2/5 — Confusing and buggy *2026-04-24* App was good when I started using it earlier. Now it is showing me that my XIRR is 1.33 %. I don’t know how thats possible. And there are few stocks which they could not analyse. I am seeing the message that they are working on the issue for so long but no change yet. I will be deleting the account and this app for good . ### 5/5 — Wow *2026-04-17, version 3.32.00* Wow ### 1/5 — Need lot of improvement *2026-03-13, version 3.25.02* Showing wrong data, limited features, ### 4/5 — SBI *2026-01-26, version 3.19.00* Cannot add SBI account details in the profile … pls check and update the app as required ### 2/5 — Not as comprehensive and smart as called out *2026-01-11* The app is unable to track all investments on its own and hardly provides option to add them on your own. Due to this, the app cannot validate if the value of investments are exceeding the threshold eventually making one ineligible to invest using the apps capability despite having value of investments greater than the threshold. Quite disappointing! ## Frequently asked questions about Dezerv ### 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. ## Version history (last 5 releases) ### 3.50.01 — 2026-08-13 RM Profile & Call Booking Weekly Snapshots V2 New Family Flow ### 3.50.00 — 2026-08-11 RM Profile & Call Booking Weekly Snapshots V2 New Family Flow ### 3.49.00 — 2026-08-04 External assets centralization and minor bug fixes ### 3.48.00 — 2026-08-02 External assets centralization and minor bug fixes ### 3.46.01 — 2026-07-22 Bug fixes ## Apps similar to Dezerv | App | Rating | Price | Category | | --- | --- | --- | --- | | [Univest - Stocks & Investments](https://appshunter.io/ios/app/univest-stocks-and-investments/id6443753518) | 4.6 (27) | Free | Finance | | [smallcase - Save & Invest](https://appshunter.io/ios/app/smallcase-save-and-invest/id1345309437) | 4.8 (758) | Free | Finance | | [InCred Money](https://appshunter.io/ios/app/incred-money/id6449935824) | 4.4 (18) | Free | Finance | | [1% Club](https://appshunter.io/ios/app/1-club/id1631535570) | 4.2 (25) | Free | Finance | | [Scripbox Mutual Fund & SIP App](https://appshunter.io/ios/app/scripbox-mutual-fund-and-sip-app/id1137375075) | 4.6 (106) | Free | Finance | | [Stable Money: FDs, Bonds, Gold](https://appshunter.io/ios/app/stable-money-fds-bonds-gold/id1663244497) | 4.6 (38) | Free | Finance | ## More apps by Dezerv Investments Private Limited - [Wealth Monitor: MF & Stocks](https://appshunter.io/ios/app/wealth-monitor-mf-and-stocks/id1669925824) All apps by Dezerv Investments Private Limited: https://appshunter.io/developer/1591432223 ## Related topics [dezerv](https://appshunter.io/ios/topics/dezerv) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-26.*