Mumabi : Dezerv, one of India’s foremost wealth management platforms, today announced the appointment of Susmit Patodia as Group Head (Business and New Initiatives). This strategic move marks a significant step in Dezerv’s journey toward achieving its ambitious target of managing ₹500,000 crore in Assets Under Management (AUM) in the coming years.
With over two decades of experience in financial services, Susmit brings a wealth of expertise across institutional sales, portfolio management, and business development. He has held leadership roles at reputed firms such as Accenture, Edelweiss, Motilal Oswal, and most recently, Antler. An alumnus of IIM Bangalore, Susmit’s deep market knowledge and analytical acumen make him a valuable addition to Dezerv’s leadership team.
“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).”
During his 12-year tenure at Motilal Oswal, Susmit played a critical role in scaling the firm’s institutional and investment management capabilities. He was instrumental in managing PMS and AIF portfolios with AUM exceeding ₹4,000 crore, navigating clients through multiple market cycles and building a reputation for delivering consistent results.
“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 focus on strengthening the company’s core offerings while spearheading the development of new initiatives. His mandate includes enhancing service delivery, expanding distribution channels, and unlocking new growth verticals in India’s fast-evolving wealth management landscape.
Susmit’s appointment reaffirms Dezerv’s vision of delivering better financial outcomes for India’s top wealth creators by building a leadership team aligned with long-term strategic goals.
