Susmit Patodia in

Susmit Patodia

Observer · DISC type ci
Wealth Monitor :) at Dezerv
📍 Bengaluru, Karnataka, India

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.

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Experience
20 Years
Current Role
Wealth Monitor :)
Location
Bengaluru, Karnataka, India
Personality Overview

How Susmit shows up

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.

Priorities

Topics Susmit cares 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.
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Career

Work history

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

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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Education
2003 - 2005
Master of Business Administration (MBA)
Indian Institute of Management Bangalore
1999 - 2002
Bachelor of Commerce (B.Com.)
University of Madras
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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