Wealth management platform, Dezerv ropes in Susmit Patodia as Group Head

24th September 2025: Dezerv, one of India’s leading wealth management companies serving India’s top wealth creators, today announced the appointment of Susmit Patodia as Group Head (Business and New Initiatives). This strategic leadership addition comes as Dezerv positions itself for its next phase of ambitious growth, targeting ₹500,000 crore in Assets Under Management over the coming years.

Susmit brings over 21 years of experience in financial services, having held senior positions at leading firms including Accenture, Edelweiss, Motilal Oswal, and most recently, Antler. An alumnus of IIM Bangalore, he combines strong analytical foundations with extensive market experience across institutional sales, portfolio management, and business development through different market cycles. His educational background from one of India’s premier business schools, coupled with his proven track record in building scalable business solutions, positions him ideally for driving Dezerv’s expansion initiatives.

“Over the last few years, we’ve built Dezerv into a trusted wealth partner for thousands of ambitious individuals. Now, our ambition is even bolder as we envision serving many more affluent Indians across the full spectrum of their financial lives,” said Sandeep Jethwani, Co-Founder of Dezerv. “To enable this next phase of growth, we are strengthening our leadership team with exceptional talent. I’m thrilled to welcome Susmit to Dezerv as Group Head (Business and New Initiatives).”

Susmit brings exceptional depth to Dezerv with his distinguished 12-year tenure at Motilal Oswal, where he evolved from spearheading institutional sales to managing sophisticated PMS and AIF portfolios, successfully overseeing AUM of over INR 4,000 crores. His progression through client-facing roles to investment management demonstrates his indepth understanding of India’s regulatory landscape. Susmit’s proven expertise in building business channels and managing diversified portfolios across multiple market cycles positions him ideally to accelerate Dezerv’s ambitious growth trajectory.

“Susmit’s versatile background and strategic acumen will be instrumental as we set the stage for this next phase of scale,” added Jethwani. “His appointment reflects our commitment to strengthening our current lines of business to serve both new and existing clients better, while simultaneously building out new business lines and channels.”

At Dezerv, Susmit will play a pivotal role in driving the company’s expansion strategy, focusing on enhancing service delivery across existing offerings while identifying and developing new growth opportunities. His appointment underscores Dezerv’s commitment to assembling exceptional leadership talent that brings both depth of experience and alignment to the company’s mission of driving better financial outcomes for clients.

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