Dezerv: India's Wealth Boom Outpaces Management, Tech Bridges Gap

• India's rapid wealth creation, especially first-generation millionaires, is overwhelming the traditional wealth management industry, with 1 crore crorepati households served by only 11,000 RMs.
• Dezerv leverages technology to provide consistent, high-quality investment advice at scale, ensuring uniform execution and client experience across all cities.
• The platform differentiates through proprietary tech (One Model analyzing 2M data points), veteran talent, and transparent fee structures (fixed or performance-based).
• Dezerv's revenue model aligns with client outcomes, investing in direct mutual funds to eliminate commissions and focusing on disciplined asset allocation.
• AI supports RMs by improving productivity, risk management, and client communication, freeing them for meaningful interactions, while AUM grew from Rs 1,500 Cr to Rs 16,000 Cr.

Why It Matters: Dezerv uses tech and transparency to scale wealth management for India's booming first-gen wealth creators.