Hey there! 👋 

It’s Sparsh here.

Ever wished managing your wealth could feel less like a chore and more like a breeze? 🌬️ That’s where Deserv steps in.

This startup is rethinking how modern professionals approach wealth management, blending smart tools with personalized strategies to help you grow your assets. 💰✨ Whether it’s streamlining your investments or simplifying financial planning, Deserv is all about making wealth work for you, not the other way around.

Ready to see how they do it? Read further to know more 🚀 

What's Inside👀

• 🔎 Setting the Stage

• ⚡Quick Take

• 📌Core Insights

• 🔍 Behind the Strategy

• 👥 Meet the Makers

• 🎯 Company Features

Together with

1. The global wealth management industry is expected to reach a market value of $145 trillion by 2025, driven by increasing affluence and demand for financial advice.📈 
   

2. Approximately 75% of high-net-worth individuals (HNWIs) now utilize digital platforms for investment management, reflecting a 25% increase since 2019.💸 

3. Research shows that 85% of clients prefer personalized investment strategies that align with their values, pushing wealth management firms to adopt more tailored approaches to client engagement.📊 
   

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• 🌏Headquarters: Mumbai, India

• 👥Core Team: 3

• 💼Business Model: It utilizes a subscription-based model, charging users a monthly fee for personalized investment services and earning additional revenue from asset management fees.

• 🏢Founded: 2021, Series B-funded startup

• 💰Traction: Over ₹10000 cr+ assets managed in 2 years, 27.12% TWRR returns since inception and 0% fixed fee.

• 🌟Market Opportunity: The wealth management sector is evolving, with a significant demand for accessible platforms tailored for young investors in India who seek straightforward investment options.

• 📝B2C and B2B Strategy: Deserv targets both individual users and strategic partnerships with financial institutions, allowing for rapid user acquisition and broader market reach.

• 📉Innovative Technology and Approach: By leveraging advanced AI algorithms, Deserv aims to attract tech-savvy users looking for personalized investment experiences reminiscent of popular platforms like Acorns in the US.

• 🌟Competitive Landscape: The wealth management space features strong competition from traditional firms and fintech startups, requiring Deserv to continuously prove its unique value proposition to attract and retain a loyal user base.

• 📝Regulatory Compliance: Operating within the financial sector comes with intricate regulations in India, and any shifts in compliance could pose challenges to Deserv's operations and growth potential.

• 📉User Acquisition and Retention Risks: Successfully scaling user engagement while maintaining satisfaction is crucial, as high churn rates could hinder long-term growth in a competitive environment.