Expert-managed portfolios tailored to your financial goals.
Construct a diversified portfolio across sectors and market caps, focusing on high-potential equities, leveraging research-driven selection, and actively monitoring positions to optimize returns while managing risk.
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
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.41% | 0.45% | 1.96% |
| 3 Months | -3% | -3.13% | 0.13% |
| 6 Months | 1.36% | 3.24% | -1.88% |
| 1 Year | 20.19% | 17.3% | 2.89% |
| 2 Year | 10.8% | 8.09% | 2.71% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 22.14% | 16.26% | 5.88% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.02% | 2.41% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.68% | 1.96% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -8.48% | -10.72% | 7.41% | 2.51% | 6.66% | 4.98% | -1.83% | -2.03% | 0.57% | 3.99% | -0.08% | -1.32% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -5.05% | -2.98% | 0.09% | -0.67% | 3.12% | 1.3% | 0.88% | -0.28% | -0.67% | -0.28% | -1.04% | -1.08% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 7.5% | 1.09% | 8.71% | 5.48% | 2.64% | 2.01% | -4.51% | 1.02% | 0.31% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 4.06% | 0.26% | 1.66% | 1.04% | 1.68% | -0.08% | 1.94% | 0.96% | 1.81% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 452.9 | 527.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 53.5 | 51.2 | 58 | 63.3 | 72.7 | 83.2 | 94.8 | 114.5 | 157.7 | 216 | 285 | 405.6 |
| 2024 | -- | -- | -- | 47.9 | 48.9 | 53.6 | 57.4 | 60.1 | 63.2 | 61.6 | 63.3 | 69 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
