Some of the most persistent requests from our clients over the past year?
"Can I get my capital gains report instantly?"
"Where's my dividend breakdown for tax filing?"
"I need transaction history for my CA—can you send it today?"
What should take seconds was taking days. What should be self-serve required back-and-forth emails.
We listened. We built. We delivered.
What if every report a wealth creator needs was available instantly, anytime, anywhere at the tap of their finger?
Last week, we launched comprehensive reporting on the
@DezervHQ app.
Portfolio factsheets. Capital gains. Dividend reports. TDS statements. Complete transaction histories. Expense breakdowns and much more.
All generated in real-time, whenever you need them.
Because wealth management isn't only about performance, it's also about minimising friction and putting control back in your hands.
The most sophisticated wealth creators shouldn't have to wait for basic information about their own money.
Your portfolio. Your data. Your timelines.
#Capitalgains #Tax #TDS #ExpenseReport #Dezerv