← Dezerv Investments Private LimitedInvestment Approach

Dezerv Wealth Account

Managed by Kumarpal Jain at Dezerv Investments Private Limited — To generate long-term capital appreciation for investors with a medium to high risk appetite by creating a diversified portfolio

Multi AssetDiscretionary₹92 Cr AUMSEBI · INP000007377

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Performance · vs Benchmark

Trailing returns

Investment approach vs NSE Multi Asset Index 1. Figures >1 year are annualised. Official figures, updated monthly.

Dezerv Wealth AccountNSE Multi Asset Index 1₹1 Cr → ₹1.52 Cr

6M+2.0%

1Y+9.8%

2Y+8.2%

3Y+13.7%

1M+2.1%BM +0.3%α +1.8

3M+4.4%BM +3.5%α +1.0

6M+2.0%BM +3.0%α -1.0

1Y+9.8%BM +7.5%α +2.2

3Y · CAGR+13.7%BM +11.3%α +2.4

5Y · CAGR0.0%BM 0.0%α 0.0

Approach

The objective

To generate long-term capital appreciation for investors with a medium to high risk appetite by creating a diversified portfolio

Fund manager

KJ

Kumarpal Jain

Co-managers: Pratik Bagaria

EmailKumarpal.jain@dezerv.in

Terms & Turnover

The fine print

BenchmarkNSE Multi Asset Index 1

Service typeDiscretionary

Min investment₹50,00,000

Inception2023 · 3 yrs

IA registered25-02-2023

AUM as of31-08-2026

APMI IA ID1057

Fixed fee—

Variable fee—

Exit load—

Portfolio turnover71% (1Y) · 27% (1M)

Every figure above is official, updated monthly.

Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.