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DEZERV INVESTMENTS PRIVATE LIMITED

DEZERV INVESTMENTS PRIVATE LIMITED

Dezerv Investments Private Limited is a boutique investment advisory and portfolio management firm focused on creating long-term wealth for its clients. The firm invests in a carefully curated portfolio of high-quality stocks with attractive valuations, aiming to generate superior returns across market cycles. Dezerv combines rigorous research, fundamental analysis, and active monitoring to identify companies with sustainable competitive advantages and strong management, helping clients achieve alpha while managing risk in both rising and falling markets.

Profile
AUM (Cr.) 10,087.33
Profile
AUM Rank 14
Profile
Investment Approaches 21
Profile
As On 01 December 2025
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Investment Approaches Performance

Investment Approach Category 1 M 3 M 6 M 1 Y 2 Y 3 Y 5 Y Inception AUM (Cr.) Inception Date

Portfolio Manager Profile

Pratik Bagaria Pratik Bagaria

Pratik is a Fund Manager at Dezerv Investments Private Limited, leading multi-asset portfolio strategies since November ... Pratik is a Fund Manager at Dezerv Investments Private Limited, leading multi-asset portfolio strategies since November 2021. With over 18 years of experience across equities, mutual funds, bonds, and alternative investments, he brings a data-driven and structured approach to portfolio management, balancing risk with long-term wealth creation. An MBA from IIM Ahmedabad, Pratik is passionate about simplifying investing for clients, designing goal-oriented solutions, and leveraging technology to scale impact. At Dezerv, he shapes investment strategy, structures fund solutions, and ensures portfolios remain aligned with market trends and client objectives, delivering differentiated value and innovative investment products. Read More

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