Dezerv’s Financials, Revenue, Profit, Valuation & Shareholding Overview (2025)
Legal Name: Dezerv Investments Private Limited | CIN: U65999MH2021PTC358833
Dezerv, founded in 2021 by Sandeep Jethwani, is a leading wealth management and investment platform for high-net-worth individuals (HNIs) and emerging affluent professionals. Headquartered in Mumbai, Dezerv leverages deep expertise and proprietary research to offer curated portfolios and personalized advisory. With a focus on strong tech infrastructure and transparency, Dezerv has rapidly scaled despite being a young entrant, supported by top-tier inv...
| Founding year | 2021 |
|---|---|
| Headquarters | Mumbai, Maharashtra, India |
| Valuation | ~$185M (2023) |
| Total Funding | $38M |
| Annual Revenue | ₹42 Cr (FY24) |
| Annual Net Loss | ₹12 Cr (FY24) |
| EBITDA Margin | -5% |
| Employees | ~250 |
| Round | Date | Amount | Investors |
|---|---|---|---|
| Seed | 2021 | $7M | Elevation Capital, Matrix Partners India |
| Series A | 2022 | $20M | Accel, existing investors |
| Series B | 2023 | $11M | Premji Invest, existing investors |
- Expanding digital-first advisory to tier-1 and tier-2 cities.
- Deepening alternative investment offerings for HNIs.
- Strengthening tech automation and research capabilities.
- Growing B2B partnerships with financial institutions.
- Evaluating IPO readiness by FY27 based on profitability milestones.
Dezerv recently announced enhanced focus on personalized portfolio strategies and reported a steady rise in assets under advisory. The firm is also exploring international market entry for curated investment solutions, supported by strong investor backing.
| Metric | Detail |
|---|---|
| Revenue Growth | ▲ Rapid growth to ₹42 Cr |
| Profitability | ▼ Net loss of ₹12 Cr in FY24 |
| Funding | ▲ $38M raised over 3 rounds |
| Efficiency | ▲ EBITDA margin improved to -5% |
| Valuation | ▲ $185M as of 2023 |
Dezerv is establishing itself as a premium wealth management brand for India’s affluent and emerging HNI segment. Despite early-stage losses, its strong revenue trajectory, robust client trust, and innovative investment approach indicate a promising future. As Dezerv scales operations and deepens its offerings, it is well-positioned for long-term leadership in the wealth-tech space.
Make smarter business decisions with verified insights on companies and directors. Visit Affluense.ai to learn more.
- Company filings
- Inc42, Economic Times, YourStory
- Affluense.ai internal analytics
This report is generated for informational purposes only and does not constitute investment advice.