Dezerv, a technology-driven wealth management platform, has secured ₹350 crore in Series C funding, increasing its total capital raised to over ₹850 crore. This funding round was entirely all-primary, supported by existing prominent investors, with Premji Invest and Accel’s Global Growth Fund co-leading the financing. Elevation Capital and Z47 also participated.
The newly acquired capital will enhance client experience, strengthen the technology platform, expand its suite of investment solutions across various asset classes, and support the onboarding and development of high-quality relationship managers.
Currently, Dezerv manages over ₹14,000 crore across Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and distribution assets, serving clients in more than 200 cities throughout India. The app reports that it has enabled over five lakh investors to track and analyze over ₹2 lakh crore in assets, providing insights into their mutual funds, stocks, bank accounts, National Pension System (NPS), and fixed deposits. Plans are in place to introduce additional features, including bonds, Real Estate Investment Trusts (ReITs), Infrastructure Investment Trusts (InvITs), loans, and credit cards by year-end.
“This fresh capital will help us deepen our capabilities and strengthen our foundation to build a pioneering financial institution,” stated Sandeep Jethwani, Co-Founder of Dezerv.
Investment Landscape
Wealthtech continues to appeal to investors in the fintech sector, driven by increasing financial awareness, growing affluence, and a rise in digital-first investment behaviors. Recently, Smallcase raised $50 million to expand its investment offerings, while Stable Money secured $20 million in Series B funding to enhance its fixed-income solutions in June.
“With a full-stack platform for wealth solutions across equity and credit, and a uniquely-trained relationship management team, Dezerv is well positioned to set new industry standards for risk-adjusted returns and superior client outcomes in wealth management,” remarked Saravanan Nattanmai, Partner at Premji Invest.
“Dezerv is catering to India’s emerging class of wealth creators with a strong emphasis on trust, technology, and disciplined investing,” added Abhinav Chaturvedi, Partner at Accel.
Published on October 13, 2025.
