Track and analyse all your investments in one place
Track and analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Compare your portfolio's performance with benchmarks
Identify potential risks in the portfolio and know how to fix them
Identify potential risks in the portfolio and know how to fix them
Track all your family's investments in one place
Track all your family's investments in one place
Download Wealth Monitor
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Still got questions?
We’re here to help.
What is the Dezerv Wealth Monitor?
Wealth Monitor is a free portfolio tracking & analysis tool. The app analyses your mutual funds and stocks portfolio to identify red flags such as high risk, lack of diversification, underperforming funds, or gaps in investing discipline. Additionally, it allows you to track all your bank accounts and investments across multiple brokers—all in one place.
Is Wealth Monitor free to use?
What investments can I track on Wealth Monitor?
How does Wealth Monitor track my investments?
Is my data safe with Wealth Monitor?
Can I track family investments?
How do I delete my data from Wealth Monitor?
You are building India’s future, we would like to build yours.
Our weekly expert newsletter on stories that matter to your money.
ISO 27001 Certified
Compliant with international data standards
Regulated entity
With licenses from SEBI and AMFI
Secure and private
Data encrypted with 256-bit AES encryption.
©2021-2024 Dezerv. All Rights Reserved
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377. An Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066 and Category II AIF - Dezerv Alternatives Trust with SEBI Registration no. IN/AIF2/23-24/1345.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt. Limited. AMFI Registration No.: ARN -248439. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Still got questions?
We’re here to help.
What is the Dezerv Wealth Monitor?
Wealth Monitor is a free portfolio tracking & analysis tool developed by Dezerv's team. The app analyses your mutual funds and stocks portfolio to identify red flags such as high risk, lack of diversification, underperforming funds, or gaps in investing discipline. Additionally, it allows you to track all your bank accounts and stock investments across multiple brokers—all in one place.
What is the Dezerv Wealth Monitor?
Wealth Monitor is a free portfolio tracking & analysis tool developed by Dezerv's team. The app analyses your mutual funds and stocks portfolio to identify red flags such as high risk, lack of diversification, underperforming funds, or gaps in investing discipline. Additionally, it allows you to track all your bank accounts and stock investments across multiple brokers—all in one place.
Is Wealth Monitor free to use?
Is Wealth Monitor free to use?
What investments can I track on Wealth Monitor?
What investments can I track on Wealth Monitor?
How does Wealth Monitor track my investments?
How does Wealth Monitor track my investments?
Is my data safe with Wealth Monitor?
Is my data safe with Wealth Monitor?
Can I track family investments?
Can I track family investments?
How do I delete my data from Wealth Monitor?
How do I delete my data from Wealth Monitor?
You are building India’s future, we would like to build yours.
Our weekly expert newsletter on stories that matter to your money.
PRODUCTS
ABOUT
LEGAL
Compliant with international data standards
ISO 27001 Certified
With licenses from SEBI and AMFI
Regulated entity
Data encrypted with 256-bit AES encryption.
Secure and private
©2021-2024 Dezerv. All Rights Reserved
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377. An Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066 and Category II AIF - Dezerv Alternatives Trust with SEBI Registration no. IN/AIF2/23-24/1345.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt. Limited. AMFI Registration No.: ARN -248439. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
You are building India’s future, we would like to build yours.
Our weekly expert newsletter on stories that matter to your money.
PRODUCTS
ABOUT
LEGAL
Compliant with international data standards
ISO 27001 Certified
With licenses from SEBI and AMFI
Regulated entity
Data encrypted with 256-bit AES encryption.
Secure and private
©2021-2024 Dezerv. All Rights Reserved
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377. An Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066 and Category II AIF - Dezerv Alternatives Trust with SEBI Registration no. IN/AIF2/23-24/1345.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt. Limited. AMFI Registration No.: ARN -248439. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Terms and conditions of the website are applicable. Privacy policy of the website is applicable.