SEBI reg.: INP000007377
Services: Discretionary, Non-discretionary, Co-investment
Reported: 30 Sep 2026

Dezerv Investments

₹13,701 Cr

Assets under management

8,533 clients · 24 strategies · 30 Sep 2026

Dezerv Investments managed ₹13,701 crore for 8,533 clients at 30 Sep 2026, across 24 strategies, most of it for domestic individuals and others. In September clients added ₹1,017 crore and withdrew ₹621 crore.

Key numbers

SEBI registration: INP000007377
Discretionary AUM: ₹12,763 Cr
Non-discretionary AUM: ₹938 Cr
Min. investment: ₹50 lakh (SEBI)
Complaints pending: 0

Strategies

Dezerv Investments’s PMS strategies, largest first
Strategy	Asset class	AUM	1 year	Benchmark 1Y
Dezerv. Equity Revival Strategy	Equity	₹6,775 Cr	−1.53%	−2.33%
Dezerv. Dynamic Debt Plus Strategy	Debt	₹1,831 Cr	+10.46%	+3.81%
Dezerv. Alpha Focus Strategy	Equity	₹1,550 Cr	+9.50%	−2.33%
Dezerv. Capital Reserve Strategy-Equity	Equity	₹394 Cr	+1.73%	−2.33%
Dezerv Corporate Surplus Management Strategy	Debt	₹360 Cr	+7.79%	+3.81%
Dezerv. Alpha equity Strategy	Equity	₹338 Cr	+1.58%	−2.33%
Dezerv. Dynamic Debt Strategy	Debt	₹292 Cr	+9.90%	+3.81%
Strategic Holdings in Natural Elements (SHINE)	Multi-asset	₹225 Cr	+29.43%	+3.12%
Dezerv. Liquid Strategy	Debt	₹194 Cr	+5.02%	+3.81%
Dezerv. Fixed Income Strategy	Debt	₹169 Cr	+5.57%	+3.81%
Dezerv. Infra Yield Assets	Multi-asset	₹159 Cr	+13.87%	+3.12%
Dezerv Family Office	Multi-asset	₹105 Cr	—	—
Dezerv. Arbitrage Strategy	Equity	₹97.35 Cr	+6.58%	−2.33%
Dezerv Wealth Account	Multi-asset	₹88.31 Cr	+3.36%	+3.12%
Dezerv. Capital Reserve Strategy-Multi Asset	Multi-asset	₹87.28 Cr	+4.63%	+3.12%
Dezerv SmartTax Balanced Growth Strategy	Multi-asset	₹65.06 Cr	+4.01%	+3.12%
Dezerv Stability Reserve Specialized Strategy	Multi-asset	₹13.74 Cr	—	—
Stability Reserve Strategy	Multi-asset	₹7.85 Cr	+5.00%	+2.21%
Dezerv. Alpha Beta equity Strategy	Equity	₹4.53 Cr	−1.79%	−2.33%
Dezerv. IPA aggressive Strategy	Multi-asset	₹2.68 Cr	+0.55%	+3.12%
Dezerv. IPA Growth Strategy	Multi-asset	₹2.46 Cr	+2.90%	+3.12%
Dezerv. IPA Conservative Strategy	Multi-asset	₹1.48 Cr	+5.38%	+3.12%
Dezerv. IPA Balanced Strategy	Multi-asset	₹0	−0.71%	+3.12%
Dezerv. Momentum Strategy	Equity	₹0	+5.71%	−2.33%

Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.

Who it manages money for

Dezerv Investments’s clients and assets by client type and service
Client type	Service	Clients	AUM
Domestic individuals and others	Discretionary	7,848	₹10,433 Cr
Domestic corporates	Discretionary	245	₹1,857 Cr
Domestic individuals and others	Non-discretionary	90	₹599 Cr
Non-resident Indians	Discretionary	338	₹473 Cr
Domestic corporates	Non-discretionary	11	₹338 Cr
Non-resident Indians	Non-discretionary	1	₹0.73 Cr

Flows

Inflow, Sep 2026: ₹1,017 Cr
Outflow, Sep 2026: ₹621 Cr
Net, Sep 2026: ₹396 Cr
Inflow, FY to date: ₹4,622 Cr
Outflow, FY to date: ₹3,007 Cr
Net, FY to date: ₹1,615 Cr

Discretionary service. The financial year runs from 1 April.

Complaints

Pending at start of month: 0
Received: 1
Resolved: 1
Pending at end of month: 0

FAQs

How much does Dezerv Investments manage?

₹13,701 crore for 8,533 clients at 30 Sep 2026, as reported to SEBI.

How many clients does Dezerv Investments have?

8,533 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.

Which PMS strategies does Dezerv Investments offer?

It reported 24 to SEBI for 30 Sep 2026: Dezerv. Equity Revival Strategy, Dezerv. Dynamic Debt Plus Strategy, Dezerv. Alpha Focus Strategy, Dezerv. Capital Reserve Strategy-Equity, Dezerv Corporate Surplus Management Strategy, Dezerv. Alpha equity Strategy, Dezerv. Dynamic Debt Strategy, Strategic Holdings in Natural Elements (SHINE), and 16 more.

Is Dezerv Investments registered with SEBI?

Yes. It is registered with SEBI as a portfolio manager, registration number INP000007377.

Has Dezerv Investments had investor complaints?

In September it received 1 and resolved 1; 0 were pending at the end of the month.

What is the minimum investment in a PMS?

SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.

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