Revolutionizing Investment Management: Meet Hari Sandeep Jethwani, the Visionary Behind Dezerv

In the dynamic world of investment management, where access to expert financial advice is often limited, Hari Sandeep Jethwani stands as a trailblazer. Armed with industry expertise and a vision to democratize wealth creation, Jethwani embarked on a mission to bridge the gap between traditional investment services and the needs of affluent Indians. His brainchild, Dezerv, not only offers comprehensive investment solutions but also leverages technology to empower users and redefine the landscape of wealth management.

A Visionary Journey Begins

Hari Sandeep Jethwani’s journey into the realm of investment management commenced after his graduation from IIM Bangalore. Drawing inspiration from his rich background in managing investment portfolios for the wealthiest individuals globally, he identified a glaring disparity. While the elite enjoyed effortless access to premium investment services, a vast majority of affluent Indians struggled to make well-informed decisions. This recognition served as the catalyst for Jethwani to establish Dezerv, an investment management company committed to empowering a wider spectrum of investors.

Democratizing Wealth Creation:

At its core, Dezerv is a powerhouse of investment solutions. It aims to level the playing field by offering a diverse array of services that span from portfolio review to personalized portfolio construction. The startup’s approach hinges on active portfolio management, ensuring that investors receive timely corrective actions and tailored strategies. In a nation where the demand for effective money management is evident, Dezerv’s innovative model addresses the need for informed wealth diversification.

Retention-Led Growth:

Since its inception in 2021, Dezerv has made remarkable strides, analyzing over INR 10,000 crore and effectively managing over Rs 2,700 crore of investments. The startup’s impact is reflected not only in numbers but in user engagement and retention. Jethwani recognizes that in the investment realm, building trust is paramount, particularly when financial assets are involved. He proudly shares, “More than 70% of our users who have spent three months on the Dezerv platform have continued to invest with us. This level of retention speaks volumes about our approach.”

Empowering Growth with WebEngage:

Jethwani’s commitment to innovation led Dezerv to the WebEngage Startup Program at an early stage of its journey. The program’s six-month free trial provided the startup with the perfect platform to experiment and optimize. With personalized user journeys and integrated social media platforms, the startup was able to provide a seamless user experience. Jethwani lauds the program’s tools and guidance, emphasizing that they accelerated Dezerv’s growth by simplifying processes that would have otherwise required substantial manual effort.

The startup’s decision to leverage the WebEngage Startup Program was driven by its commitment to user engagement and data-driven insights. The live dashboard, daily engagement metrics, and valuable data insights have empowered Dezerv to enhance its offerings and strengthen its user relationships. This strategic approach aligns with Jethwani’s vision of expanding Dezerv’s reach to empower more affluent Indians with quality investment management services.

Scaling New Heights:

Looking ahead, Hari Sandeep Jethwani’s aspirations for Dezerv are resolute. With a dedication to continuous growth and innovation, he envisions the platform reaching even more affluent Indians, propelling them towards effective wealth creation. Recognizing the high cost of acquiring new customers, Jethwani underscores the importance of retention marketing tools in the industry. As the company allocates more capital to scale its operations, Dezerv is poised to cement its position as a transformative force in the investment management landscape.

In a rapidly evolving financial ecosystem, Hari Sandeep Jethwani’s vision for Dezerv shines as a beacon of empowerment and progress. Through his innovative approach and the utilization of advanced technologies, Jethwani is rewriting the rules of investment management, making quality financial guidance accessible to a wider audience and reimagining the future of wealth creation in India.