Bengaluru, Karnataka, India, September 2025 – Dezerv, one of India’s fastest-growing wealth management firms, has appointed Susmit Patodia as Group Head – Business and New Initiatives. His appointment marks a significant strengthening of Dezerv’s leadership team as the firm pursues its ambitious vision of achieving ₹500,000 crore in Assets Under Management. With over 21 years of experience across financial services, Susmit brings expertise in institutional sales, portfolio management, and business development to help accelerate Dezerv’s growth journey.
Before joining Dezerv, Susmit served as Associate Partner and Director at Antler for over three years. In these roles, he focused on investments in Digital Public Infrastructure, FinTech, and SaaS in India, while also supporting portfolio companies with capital raises and strategic growth.
Earlier, he had an impactful 12-year tenure at Motilal Oswal Financial Services Ltd, where he rose through leadership positions including SVP, Head of Sales & Director, and Director & Portfolio Manager. During this period, he managed institutional sales and later led PMS and AIF portfolios exceeding ₹4,000 crore, playing a pivotal role in scaling the firm’s asset management business.
Susmit also contributed to Edelweiss Financial Services Limited as a Senior Manager, focusing on institutional sales, and began his career at Accenture as a Consultant, where he honed his skills in business strategy and process management.
Susmit is an alumnus of the Indian Institute of Management Bangalore (IIMB), where he earned his MBA in Finance. His academic foundation, coupled with his industry expertise, has equipped him to navigate multiple market cycles and shape innovative investment strategies.
About Dezerv
Dezerv is a new-age wealth management company that combines the expertise of seasoned investment professionals with advanced technology to create long-term wealth for clients. Since its inception, Dezerv has managed over ₹10,000 crore in client assets, providing diversified portfolios, active management, and timely corrective actions. With a strong focus on innovation and client-centricity, Dezerv continues to solidify its position as a trusted partner for India’s wealth creators.
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