Vaibhav Porwal

Co-Founder

Mumbai, Maharashtra, India22 yrs 8 mos experience
Highly Stable

Key Highlights

  • Co-founded Dezerv to democratize investment management.
  • Over 5500+ crores of assets managed in one year.
  • Expert in portfolio management and investment solutions.
Stackforce AI infers this person is a Fintech expert specializing in investment management and wealth solutions.

Contact

Skills

Core Skills

Portfolio ManagementInvestment Solutions

Other Skills

BankingDerivativesFinancial AnalysisFinancial MarketsFinancial ModelingFixed IncomeInvestment AdvisoryInvestment BankingInvestmentsMutual FundsRelationship Management

About

I am a Chartered Accountant who specializes in Asset allocation, Portfolio Management, and Investment solutions. After 18+ years in the Investment management industry, I started Dezerv in 2021 with my co-founders to help successful Indian working professionals access expert investment managers and investment solutions, just as the wealthy in India have had for decades. With Dezerv, you get access to invest in the following: 1. Expert-managed mutual funds portfolios 2. Market Linked Debentures, and 3. Early Stage Businesses or Startups alongside top VCs and founders. Within one year, we currently manage over 5500+ crores of assets for our clients at Dezerv, we use our expertise to provide simplified wealth management solutions and help you create long-term wealth. We recently launched the Dezerv wealth check-up app, where you can receive a comprehensive assessment of your investment portfolio from top financial experts in India. Additionally, you will receive recommendations on how to optimize your investments and have the option to get them managed by professional financial experts at Dezerv. Invest with us to unlock premium investment opportunities and create long-term wealth for yourself.

Experience

Dezerv.in

Co-Founder

May 2021Present · 4 yrs 10 mos · Mumbai, Maharashtra, India

Investment BankingPortfolio ManagementInvestmentsFinancial AnalysisFinancial MarketsInvestment Solutions

Iifl wealth

6 roles

Senior Managing Partner

Dec 2020May 2021 · 5 mos

Managing Partner

Promoted

Jul 2019Dec 2020 · 1 yr 5 mos

Senior Partner

Jul 2017Jul 2019 · 2 yrs

Partner

Jun 2016Jul 2017 · 1 yr 1 mo

Director

Jul 2012Jul 2016 · 4 yrs

Senior Vice President

Apr 2008Jul 2012 · 4 yrs 3 mos

Anand rathi wealth management

Senior Vice President

Aug 2003Apr 2008 · 4 yrs 8 mos · Mumbai, Maharashtra, India

Education

The Institute of Chartered Accountants of India

Chartered Accountant — Accounting and Finance

Jan 2000Jan 2003

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