“Dezerv brought simplicity and clarity to my investments.”
Pooja Jauhari
Founder & CEO, EMoMee
Modern Wealth Platform.
Built by Experts.
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Modern Wealth Platform.
Built by Experts.
Simplifying Your Finance
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1
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1000
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A Wealth Manager Who
Knows You, Not
Just Your Portfolio
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Highly Experts & Certified Wealth Managers
Unbiased Experts • NISM Certified
Every Finsify client is paired with one dedicated, NISM-certified wealth manager from a nationwide network of 20,000+ — backed by structured, Big-4-style process, not product-driven advice.
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Our Wealth Managers Create
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Estate Planning
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Every Finsify client is paired with one dedicated, NISM-certified wealth manager from a nationwide network of 20,000+ — backed by structured, Big-4-style process, not product-driven advice.
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TESTIMONIALS
People Who Trusted us
“I am sure with Dezerv, I can invest my money better than I could before.”
Brijesh Bharadwaj
Entrepreneur & Investor
“The entire investment experience became easier, transparent and more organised.”
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FAQs
Any Questions?
Find answers to common questions that you may have in your mind.
What is financial planning?
Financial Planning is the comprehensive evaluation of your current financial position and future goals to chalk-out a time-bound strategy for the future. It involves assessing your financial position, identifying leakages, acknowledging your goals, assessing your risk profile, designing a suitable asset allocation plan and laying down a strategy timeline to accomplish the goals.
What are the steps involved in financial planning?
Financial planning involves the following steps:
1. Defining your financial goals and objectives
2. Gathering your financial and personal information
3. Developing your financial plan
4. Implementing the plan
5. Periodic follow-ups to ensure the plan is on track
What does a comprehensive financial plan include?
A comprehensive financial plan takes all your financial attributes into account and provides an unbiased strategy that suits you. This includes everything from spending management to debt diagnosis, insurance planning, retirement planning, asset allocation and all other tools that facilitate financial freedom.
Which is the best financial planner?
The best financial planner is one that not only studies you but understands you. Scanning your profile and suggesting you a popular investment option (yes yes, that one) is easy, but understanding your profile and recommending unpopular hacks that are perfect for you is what separates the best from the rest. Guess what? Recipe is here to change your definition of the ‘best financial planner’.
Where to learn value investing?
Value Investing is an investment technique that involves filtering stocks that are trading below their intrinsic (true) value. Quest by Finology is an investing knowledge platform that provides you with close-to-reality knowledge on value investing which not only enables you to make sense but also to make money in the markets. Certification from Finology is like cherry on the cake.
How to get started with investing?
Follow the guide to find the perfect path to begin your investing journey, so that you can make the most out of the market:
- The first and foremost step to start investing is to learn basic concepts of finance so that you can understand how the market works and make well-informed decisions. “Quest” by Finology will provide you with action-packed, practical courses which are adjustable to your attention span.
- Now, you need a financial plan that is well-suited and aligns with your goals. “Recipe” by Finology brings an end to this by giving you the power to manage your money according to your personal goals.
- Next in line, you need to witness the market in action and analyse a few stocks with the right information & data. This is where “Ticker” by Finology comes to the rescue. It helps you make a proper analysis and filter the best stocks.
- It is pretty hard to find an affordable, cost-efficient stockbroker in the market. “Select” by Finology is a brokerage comparison platform enlisted with the best stockbrokers so that you can compare and select the one which is best for you.
- Insider- You can find the quantitative aspects and fundamentals of a company anywhere on Google. But where would you find what goes on INSIDE the company? Uncover a company”s financial affairs, scams, stock manipulations, frauds, and so much more.
How to learn to invest in mutual funds?
Mutual fund investment, by its very nature, is subject to market risks, which is why it is a tough task to select funds that deliver positive returns, let alone beating the average. While mutual fund investing seems a cakewalk, most people don’t understand what’s beyond the obvious in fund-picking. Quest by Finology introduces you to the basics of how to select the right mutual fund and what they won’t tell you about it!
Which mutual funds are good to invest in now?
Investing, in general, is very subjective. Which is a good fund depends mostly on your financial profile, goals and risk appetite. The key to good fund-picking lies in the proper assessment of one’s financial profile. That is why you should use intelligent tools available in Recipe by Finology that understands you and suggests not only good funds but also tells you the risks associated and your ideal allocation to those funds. Clever, isn’t it?
How much money should a beginner invest for the first time?
Honestly, this is a very subjective question. Firstly, you will have to figure out a strategy to manage your spendings, savings and investments at the same time. Secondly, you need to assess your profile, your goals, your risk appetite and then, find a suitable investment strategy to begin with. Too complex, right? Don’t worry, Recipe will do all of this for you!
