Any review on Dezerv mutual fund PMS?

Similar question was asked sometime back on the platform. Here's the link to that: https://share.gvine.app/uF2nbdgJgzSw6FrGA

I've been personally hearing really good things about them, so definitely exploring. Especially because of their fee structure, which essentially forces them to perform in order to make any kind of profit.

PMS is really over rated. Especially if you are looking for help with MF, then it’s not really worth it. Over 5-10 years, if you are regular about investments and stay for the long term, you will get good returns.

As in all things in investment, by the time you will know if something is working it might be 3-5 years and even then market conditions may prevent you from pinpointing if the out / under performance is because of the skill / incompetence of fund manager or if it’s just general market buoyancy / dumb luck.

My suggestion to really do a better job here-

1. Make regular investing a priority - SIPs by the 4th of month no matter what. Fix SIP amount as high as possible - whatever is left over is what you can spend.

2. Decide what risk return profile you are comfortable with. Small and mid cap - go with MFs, for large cap - index fund / ETFs are good. If you are young and are okay with an aggressive / high risk / high return portfolio, 50% small cap, 20% mid cap and 30% large cap could be one way to think about it.

3. Pick 2-3 small cap funds from value research - ideal is to look for 3/5 year performance, expense ratio and ranking of value research / Ind money etc. Do the same for mid and large cap too.

4. Get started.

Are they taking 5% of total principal or only the increment/profit part?

For e.g. if 100 becomes 110, do they take 0.5 or 5?

Don't move to dezerv. It is dealing with regular mutual funds and you have to pay commission. Go with Groww , Coin from Zerodha , Paytm Money or Kuvera .Even MF Utilities is a good platform

I believe you are a new investor. Stick to MF. If you think you are not doing good and/or picking bad funds take help of a CFP or an MFD.

Why? What's the need?

Mutual Funds is a popular investment option in India. One can invest in a select few mutual funds, which are handled by professional MF managers. While choosing portfolio management services, one is looking for managers that deliver high returns to high net-worth individuals. Currently, there is not much information on Dezerv mutual fund PMS, but here are some of the top portfolio management services (PMS), 2024 in India:

• Motilal Oswal
• ASK portfolio management
• Kotak PMS
• ICICI Prudential PMS
• Aditya Birla Sunlife Prudential pms

Deserv is a certified company. So yes, it is safe to invest in Deserv Mutual Funds PMS. It is okay if you want to keep 50 Lakh as a minimum investment amount, however, the company will first analyse your risk profile and goals and then determine the right amount for you, which is a great PMS and IPA offering for new investors, if you are one. Deserv PMS review is quite decent in the market of investing. But like every other investment, mutual funds also come with certain amounts of risks. Please understand the policy well before you finally invest in Deserv.

Wow that sort of money to trust a bunch of venture funded founders with many of which cook their books.. no

I'm interested too, please let me know!