Has anyone tried Dezerv for Mutual Fund PMS / AIF investments. Any views?

I’m planning to move my MF investment to Dezerv PMS. I’m planning to start with 50L(min req investment).

How has the experience and returns been?

Hello everyone, I'm Sandeep, the co-founder of Dezerv. We're an investment management platform helping affluent Indians invest better. Prior to Dezerv, I was a Sr. Managing Partner & Head of IIFL-One, and in all have over 15 years of experience within wealth management. Would be keen to answer questions about Portfolio Management Services (PMS), Mutual Funds, Wealth-tech as a space, investment management, entrepreneurship, and more. I'll be back at 5 pm and start answering away!

Any review for dezerve pms services? Portfolio performance vs fee charged. Any risk involved?

Startup by ex CEO of Navi Mutual Fund. They have waitlist of 5k+, wanted to know how's the team, culture? And is the product solving something pressing ?

For any investor, Mutual funds after a point become less exciting mode of investments. Also last 4 years spoiled everyone in the market. I was in a similar space and was trying to pick a PMS to accelerate my folio, but looks like returns aren’t too exciting ( cost of PMS > MF). Additionally, I am not able to see any consistency in top rankings over the different time-periods. Thought of sharing this if any of us is going through similar confusions. Happy Investing! https://www.pmsaifworld.com/blog/portfolio-management-services-pms-vs-equity-mutual-funds-mf-detailed-score-card-data-as-of-31-03-2023/