Pratik Bagaria — Co-Founder

I am a Fund Manager at Dezerv, where I’ve been leading multi-asset portfolio strategies since November 2021. With over 18 years of experience across investment and wealth management, my expertise spans listed equity, mutual funds, bonds, and alternative investments. I take a data-driven and structured approach to building portfolios, balancing risk with long-term wealth creation for our clients. An MBA from IIM Ahmedabad, I’m deeply passionate about simplifying the investing journey—transforming complexity into clarity—and designing scalable, goal-oriented solutions that work in the real world. At Dezerv, I play a core role in shaping investment strategy, structuring fund solutions, and ensuring portfolios stay aligned with evolving markets and client objectives. I’ve contributed meaningfully to the firm’s revenue and profitability by introducing innovative investment products and positioning them effectively within client portfolios—creating differentiated value across wealth journeys. I believe in disciplined investing, transparent communication, and the power of technology to scale impact.

Stackforce AI infers this person is a seasoned professional in Fintech with a strong focus on investment management and wealth creation.

Location: Mumbai, Maharashtra, India

Experience: 20 yrs 1 mo