Expert-managed portfolios tailored to your financial goals.
Allocate funds across carefully selected mutual funds aligned with the investor’s short-term horizon, focusing on liquidity, risk management, and potential for stable returns within the investment period
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 | 0.47% | 0.45% | 0.02% |
| 3 Months | 1.7% | -3.13% | 4.83% |
| 6 Months | 3.2% | 3.24% | -0.04% |
| 1 Year | 6.73% | 17.3% | -10.57% |
| 2 Year | 7.14% | 8.09% | -0.95% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 7.33% | 15.71% | -8.38% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.61% | 0.47% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 3.95% | 0.02% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.68% | 0.49% | 0.73% | 0.65% | 0.41% | 0.61% | 0.52% | 0.44% | 0.39% | 0.53% | 0.56% | 0.62% |
| 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 | 4.11% | 8.23% | -6.59% | -2.53% | -3.13% | -3.07% | 3.23% | 2.19% | -0.85% | -3.74% | -0.4% | 0.86% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0.72% | 0.6% | 0.66% | 0.56% | 0.58% | 0.52% | 0.64% | 0.55% | 0.68% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -2.72% | -0.23% | -6.39% | -3.88% | -0.38% | -1.57% | 7.09% | 0.49% | 2.18% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 249.5 | 224.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 297.4 | 276.1 | 251.5 | 184.5 | 289.3 | 308.3 | 383.4 | 372.2 | 348.6 | 314.6 | 261.2 | 254.8 |
| 2024 | -- | -- | -- | 114.4 | 145.1 | 128.2 | 143.8 | 174.2 | 244.4 | 350.7 | 304.4 | 304.3 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
