Latest news with #Dezerv
Business Standard
27-05-2025
- Business
- Business Standard
Active Portfolio Monitoring: Dezerv's Investment Philosophy Redefining Wealth Management
In today's rapidly evolving financial landscape, Dezerv's investment philosophy of active portfolio monitoring is redefining wealth management in India. Having surpassed ₹10,000 crore in Assets Under Management (AUM) as of December 2024, Dezerv now ambitiously targets ₹25,000 crore by the end of 2025. This approach has demonstrated its effectiveness in delivering superior investment outcomes through its Portfolio Management Services (PMS). The Philosophy Behind Active Monitoring Dezerv's investment strategy is rooted in the understanding that markets are in constant flux, necessitating a dynamic and responsive portfolio management approach. This philosophy acknowledges that wealth creation extends beyond initial investments, emphasizing the importance of maintaining an active, professional relationship with one's portfolio. "Traditional 'set-it-and-forget-it' approaches are becoming increasingly obsolete in today's complex market environment," explains a senior portfolio manager at Dezerv. "Our philosophy centers on the belief that every market movement, whether a challenge or an opportunity, demands intelligent response rather than passive acceptance." From Philosophy to Practice Dezerv's active monitoring philosophy translates into a sophisticated portfolio management framework that combines human expertise with data-driven insights. In times of market volatility, this approach enables portfolios to remain resilient while capitalizing on emerging opportunities. For instance, when certain market segments experience temporary declines, many investors may react impulsively or remain inactive. In contrast, Dezerv's professional investment teams analyze these situations through multiple lenses—valuations, growth potential, and risk metrics. This comprehensive analysis often reveals opportunities that others might overlook, allowing for strategic portfolio adjustments that can potentially enhance returns when markets recover. Core Principles of Active Monitoring Dezerv's investment philosophy rests on three fundamental pillars: Continuous Market Engagement: Rather than periodic reviews, Dezerv's portfolio managers maintain constant market vigilance, enabling quick identification of both risks and opportunities. This approach ensures portfolios remain optimally positioned across market cycles. Strategic Adaptability: The philosophy emphasizes the importance of making timely, strategic adjustments rather than reactive changes. Analysis of numerous high-net-worth portfolios reveals that this approach significantly increases the likelihood of outperforming market benchmarks. Data-Driven Decision Making: Every portfolio adjustment is backed by comprehensive analysis, ensuring that emotional biases don't cloud investment decisions. This systematic approach has consistently delivered superior up-capture and down-capture ratios against benchmarks. The Impact of Active Philosophy The success of this philosophy is evident in Dezerv's portfolio performance through various market cycles. Regular strategic portfolio adjustments demonstrate the value of active monitoring, with each move precisely timed to either capitalize on emerging opportunities or protect against potential risks. "Our investment philosophy challenges the conventional wisdom that less intervention is always better," notes the portfolio manager. "In today's market environment, intelligent, data-driven active monitoring has become essential for achieving superior investment outcomes." How Active Monitoring Creates Value Active monitoring creates value through multiple mechanisms: Early Opportunity Recognition: By continuously analyzing market movements, portfolios can be positioned to benefit from emerging trends before they become apparent to the broader market. Risk Management: Proactive monitoring helps identify potential risks early, allowing for defensive positioning when needed. Strategic Rebalancing: Regular portfolio assessment ensures alignment with long-term goals while capitalizing on short-term market inefficiencies. Emotional Discipline: A structured monitoring approach helps avoid emotional decision-making during market volatility. Looking Ahead As Dezerv continues its growth trajectory toward ₹25,000 crore AUM by December 2025, its active monitoring philosophy remains more relevant than ever. The company's SEBI-registered Portfolio Management Services provide investors with a sophisticated framework for navigating today's complex market environment, offering a compelling alternative to traditional passive approaches. For investors seeking professional portfolio management, Dezerv's philosophy offers more than just market watching—it's about understanding, responding to, and ultimately staying ahead of market movements through expert management and continuous monitoring. Note: Past performance may not be indicative of future results. Individual portfolio performance may vary based on the timing of investments and specific portfolio composition.
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Business Standard
22-05-2025
- Business
- Business Standard
Where's the stock market headed in bull vs bear battle? An investor guide
As Indian equities whipsaw and struggle to find direction after recovering from recent lows, analysts reckon this consolidation is likely to continue amid opportunities in select pockets. The main focus for investors in this backdrop should be on asset allocation, analysts suggest, with safe-haven assets continuing to shine. The de-escalation of geopolitical tensions with Pakistan and signs of global trade returning to normalcy after the US-China trade deal boosted the risk-on sentiments in the last few trading sessions. Since the lows of April 7, the 30-stock Sensex and Nifty have moved up 15 per cent till May 15. In the last couple of sessions, however, exhaustion has crept in as the frontline indices have not moved much. With the fourth quarter results season largely behind, earnings have been lacklustre apart from a select few, analysts say. Valuations have moderated but are on the rise amid recovery, while a revival in foreign inflows is seen. What's on the bull's radar? While the current volatility is set to remain for the short term, market experts now focus on the strength of India's improving macroeconomic indicators for the next leg of the rally. Markets are now turning their attention to macroeconomic indicators, and the current setup looks broadly supportive, according to Vaibhav Porwal, co-founder of Dezerv, a Mumbai-based wealth management company. Global funds have mopped up stocks worth over ₹31,200 crore in two months, inflation has cooled to a six-year low, the Rupee's gains from a weak dollar, strong tax collections and softer global oil prices are some of the signs, he said. The decline in consumer prices has paved the way for further rate cuts by the Reserve Bank of India's Monetary Policy Committee (MPC), analysts said. "Going forward, we expect markets to take cues from the strength of these macro factors," Porwal noted. The bear's side Bears, in the days ahead, will likely pin their hopes on global geo-political tensions and broader market valuations after the recent market spurt, according to analysts. US President Donald Trump's see-saw on tariff policies is likely to keep traders and investors on the edge. While the conflict with Pakistan has subsided, reports show that Israel is preparing for a potential strike on Iranian nuclear facilities, weighing on crude oil prices. The broader market still prices in a lot of optimism, Porwal said. "We remain cautious on the mid- and small-cap space from a valuation standpoint. While select businesses in these segments continue to deliver robust growth, the broader basket is pricing in a lot of optimism." Investors playbook Investors, analysts suggest, should consider locking in yields through 2 to 3-year maturity bonds, Porwal said, as fixed income is offering attractive real returns. One should consider allocating 8-10 per cent of their portfolios to gold, and he maintains a large-cap bias on equities. Markets will continue to see mixed activity and investors should consider seeking investment opportunities during dips, says Chouhan. If the market reaches the support level, investors should invest in large banks or non-banking financial companies (NBFCs), capital market-related stocks, to capitalise on the opportunity in the market, he said.
Economic Times
13-05-2025
- Business
- Economic Times
Gold rises 1.3% as global tensions push investors towards safer haven
Live Events (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel Gold went up by 1.36 per cent on Tuesday compared to the day before to touch Rs 94,344 per 10 gm at the retail level. With a Goods & Services Tax (GST), a customer has to pay Rs 96724 per 10 gm at the jewellery Porwal, Co-Founder of Dezerv, a wealth management company, said, "Gold has doubled in the last five years and is trading at an all-time high. There have been multiple periods in the past decade where significant gaps emerged between returns from gold and equities.'Three key reasons why gold prices are peaking right now: global tensions are pushing investors towards safer assets, the US recession fears are creating market panic, and a weakening dollar is enhancing gold's continues to serve as a crucial hedge against currency volatility and geopolitical risks, offering stability during uncertain times.'Its inherent value transcends market cycles and currency fluctuations, making gold both portfolio insurance during market turbulence and a strategic asset capable of enhancing overall long-term returns. Unlike equities, fixed income, or real estate, which require extensive analysis and expertise, gold offers simplicity. It doesn't demand specialised knowledge or significant time investment, making it accessible to all investors,' said gold prices have fallen from the high of Rs 1 lakh per 10 gm, which was touched on April 22. Explaining the reasons behind falling gold prices, Renisha Chainani, head of research at Augmont Gold, said, ' There are many factors like the US and China deciding to reduce import duties on each other's goods for ninety days to de-escalate their trade war. The United States will lower additional tariffs it slapped on Chinese goods from 145% to 30%, and Chinese charges on US imports will drop from 125% to 10%. The new measures will take effect for the next ninety days.'Chainani said that 'Investor attention will now shift to the agreement's specifics and what transpires after ninety days, but U.S. inflation data will be in focus today. Amid the height of tariff-induced fear in mid-April, traders were pricing in nearly 100 basis points of cuts; currently, they are pricing in 57 basis points this year.'
Time of India
13-05-2025
- Business
- Time of India
Gold rises 1.3% as global tensions push investors towards safer haven
Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Gold went up by 1.36 per cent on Tuesday compared to the day before to touch Rs 94,344 per 10 gm at the retail level. With a Goods & Services Tax (GST), a customer has to pay Rs 96724 per 10 gm at the jewellery Porwal, Co-Founder of Dezerv, a wealth management company, said, "Gold has doubled in the last five years and is trading at an all-time high. There have been multiple periods in the past decade where significant gaps emerged between returns from gold and equities.'Three key reasons why gold prices are peaking right now: global tensions are pushing investors towards safer assets, the US recession fears are creating market panic, and a weakening dollar is enhancing gold's continues to serve as a crucial hedge against currency volatility and geopolitical risks, offering stability during uncertain times.'Its inherent value transcends market cycles and currency fluctuations, making gold both portfolio insurance during market turbulence and a strategic asset capable of enhancing overall long-term returns. Unlike equities, fixed income, or real estate, which require extensive analysis and expertise, gold offers simplicity. It doesn't demand specialised knowledge or significant time investment, making it accessible to all investors,' said gold prices have fallen from the high of Rs 1 lakh per 10 gm, which was touched on April 22. Explaining the reasons behind falling gold prices, Renisha Chainani, head of research at Augmont Gold, said, ' There are many factors like the US and China deciding to reduce import duties on each other's goods for ninety days to de-escalate their trade war. The United States will lower additional tariffs it slapped on Chinese goods from 145% to 30%, and Chinese charges on US imports will drop from 125% to 10%. The new measures will take effect for the next ninety days.'Chainani said that 'Investor attention will now shift to the agreement's specifics and what transpires after ninety days, but U.S. inflation data will be in focus today. Amid the height of tariff-induced fear in mid-April, traders were pricing in nearly 100 basis points of cuts; currently, they are pricing in 57 basis points this year.'
Mint
11-05-2025
- Business
- Mint
India-Pakistan tension: What ceasefire means for Indian stock market in Monday?
Indian stock market: The Indian stock market ended its longest weekly winning streak of 2025, pressured by rising geopolitical tensions between India and Pakistan that unsettled investor confidence and pushed indices down. Key domestic benchmarks, the Sensex and Nifty 50, faced significant volatility due to escalating border hostilities. The conflict began on Wednesday after India struck terrorist camps in Pakistan and PoK, responding to a deadly attack in Kashmir last month. Pakistan countered the strikes, leading to ongoing cross-border exchanges between the two nuclear-armed nations. The major equity indices saw significant declines this week, largely due to rising geopolitical tensions between India and Pakistan after reports of drone and missile strikes. The market downturn deepened on the week's last trading day, following the Indian Army's announcement of several overnight drone and missile attacks by Pakistani forces, which amplified concerns about a potential escalation. "The Indian markets have been resilient over the years, despite similar situations. Investors should zoom out and look at the markets from a broader perspective. Indian equity markets stand on strong fundamentals and we don't have much to worry about. Well-diversified portfolios will weather this storm,' said Vaibhav Porwal, Co-Founder, Dezerv. According to market experts, markets poised for positive reaction on strategic win against terrorism. The announcement of a 'full and immediate ceasefire' between India and Pakistan marks a significant diplomatic and strategic victory for India in its fight against terrorism. 'This de-escalation removes a key overhang on investor sentiment and is likely to be seen as a major positive development by financial markets,' said Prashanth Tapsi, AVP - Research at Mehta Equities. Historically, markets have shown resilience and a tendency to recover following such geopolitical de-escalations. If the current stability holds same over the next 24–48 hours, with no retaliatory actions or escalatory rhetoric from either side, markets are likely to respond constructively, Tapsi added. Tapsi further added that a gap-up opening of 200–300 points on the benchmark indices is expected on Monday, as investor confidence returns. However, volatility is likely to persist, driven by the ongoing earnings season and global uncertainties—especially tariff-related developments. "Nifty holds above 24000, Technically, now 23500 mark becomes a key make-or-break support. More waterfall of selling expected below the same with Resistance at 24275/24401. Defense and Banking sectors may see renewed buying interest as immediate geopolitical risks subside while Broader indices are also likely to recover recent losses from the past 2–3 sessions, aided by improving sentiment. All eyes would be on FII who turned negative on Friday trading session after continues net buyers in last 2 weeks," he added. Disclaimer: This story is for educational purposes only. The views and recommendations above are those of individual analysts or broking companies, not Mint. We advise investors to check with certified experts before making any investment decisions.
