Susmit Patodia

Observer
DISC Type : ci

Wealth Monitor :) at Dezerv

Bengaluru, Karnataka, India

Overview

Susmit Patodia is a Wealth Monitor at Dezerv, leveraging extensive experience from his time as an Associate Partner at Antler, where he led investments in FinTech and SaaS. An alumnus of the Indian Institute of Management Bangalore, his career reflects a deep focus on investment strategies and financial services.

Susmit is a keen observer of market trends and technology, often writing about investment psychology and the impact of AI. He shows a strong appreciation for effective brand storytelling, drawing parallels between brands like Nike and Razorpay. He is passionate about working closely with and mentoring founders.

He describes his 20-year career as coming "full circle" from "Kurla to Koramangala to Kurla & Koramangala, " reflecting his journey through Indias key financial and tech hubs.

Personality Overview

Example Seeker

Assertive

Curious

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Venture Investing
As a former Director and Partner at Antler, he led the investment charter in FinTech and SaaS, making key investment decisions for the fund in India.
Wealth Management
His current role at wealth-tech firm Dezerv and previous director roles at Motilal Oswal highlight his deep expertise in portfolio and wealth management.
FinTech Innovation
Passionate about Digital Public Infrastructure, he is actively involved in the fintech space through his investment work and his current role at Dezerv.

Media Appearances

Wealth management platform Dezerv taps Susmit Patodia as group head. Featured in Economic Times

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Dezerv ropes in Susmit Patodia as Group Head. Featured in Exchange4Media

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Work History

8-2025
Wealth Monitor :) at Dezerv
3-2024 - 8-2025
Associate Partner at Antler
4-2022 - 3-2024
Director at Antler
2-2019 - 4-2022
Director, Portfolio Manager at Motilal Oswal Financial Services Ltd
4-2015 - 1-2019
Head of Sales, Director at Motilal Oswal Financial Services Ltd

Education

2003 - 2005
Master of Business Administration (MBA) from Indian Institute of Management Bangalore
1999 - 2002
Bachelor of Commerce (B.Com.) from University of Madras

More Information

Social Presence :

Prographics :

Exp : 20 Location : Bengaluru, Karnataka, India Job Level : N/A Designation : Wealth Monitor :) at Dezerv
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Insights For Selling To Susmit

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Susmit is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Susmit

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Susmit move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Susmit take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Susmit

Personality Compatibility


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