Vaibhav Porwal — Co-Founder
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.
Stackforce AI infers this person is a Fintech expert specializing in investment management and wealth solutions.
Location: Mumbai, Maharashtra, India
Experience: 22 yrs 8 mos
Skills
- Portfolio Management
- Investment Solutions
Career Highlights
- Co-founded Dezerv to democratize investment management.
- Over 5500+ crores of assets managed in one year.
- Expert in portfolio management and investment solutions.
Work Experience
dezerv.in
Co-Founder (4 yrs 10 mos)
IIFL Wealth
Senior Managing Partner (5 mos)
Managing Partner (1 yr 5 mos)
Senior Partner (2 yrs)
Partner (1 yr 1 mo)
Director (4 yrs)
Senior Vice President (4 yrs 3 mos)
Anand Rathi Wealth Management
Senior Vice President (4 yrs 8 mos)
Education
Chartered Accountant at The Institute of Chartered Accountants of India