Dezerv
Phani Bhushan is a seasoned financial professional with extensive experience in private banking and wealth management. Currently serving as a Founding Member at Dezerv since May 2024, Phani previously held the position of Vice President & Sr Partner in Private Banking at Axis Bank from September 2023 to May 2024. Prior experience includes roles at Citi as Assistant Vice President from January 2021 to September 2023, and over five years at Citibank India as a Citi Gold Relationship Manager. Early career achievements include positions as a Wealth Manager at ICICI Bank and an Imperia Relationship Manager at HDFC Bank. Phani holds a PGDBM in Marketing from St Joseph's Institute of Management and a Bachelor of Commerce in Marketing from Symbiosis College of Arts and Commerce.
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Dezerv
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Get your portfolio #ReviewedByExperts. Download Dezerv Wealth Monitor now. Dezerv is an investment management company that combines the expertise of seasoned investment professionals with advanced technology to provide comprehensive investment management solutions. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. Since inception, our clients have trusted us with over 2000+ crs of their assets. At Dezerv, we aim to deliver: - Comprehensive assessment of your investment portfolio from India's leading investment experts - Diversified portfolios to help you create long-term wealth using scientific allocation strategies - Day-to-day active management of your portfolio and timely corrective actions as and when needed Invest with us to unlock premium investment opportunities and create long-term wealth. Get started with the Dezerv Wealth Monitor app to get recommendations on your mutual fund portfolio from investment experts.