Sandeep Jethwani

Co-Founder

Mumbai, Maharashtra, India20 yrs 10 mos experience
Highly Stable

Key Highlights

  • Co-founded Dezerv to innovate wealth management.
  • Led IIFL-ONE to USD 3.5 billion in assets.
  • 17 years of experience in wealth management.
Stackforce AI infers this person is a Fintech expert with extensive wealth management experience.

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Skills

Other Skills

AnalyticsAsset AllocationBusiness DevelopmentBusiness StrategyCapital MarketsEquitiesEquity ResearchFinancial AnalysisFinancial ModelingFixed IncomeInvestment AdvisoryInvestment BankingInvestmentsPortfolio ManagementPrivate Banking

About

As the son of two PSU bankers, I always understood the importance of managing money well. After graduating from IIM Bangalore, I knew I wanted to work in the financial services industry. I spent 17 years managing money for the wealthiest Indians, across geographies and businesses. This is when I observed a huge gap in the wealth management industry. There was an emerging generation of wealth creators whose needs were not being met by traditional wealth managers. A misalignment of interests resulted in underperformance of portfolios. So, my co-founders - Sahil Contractor, Vaibhav Porwal and I started Dezerv, with a dual objective - provide investors with a superior user experience while creating long-term wealth for them. At Dezerv, we combine the expertise of seasoned investment professionals with technology to provide a superior wealth management experience. Through our proprietary Wealth Monitor, investors can analyse and review all their mutual fund and stock investments at one place.

Experience

Association of portfolio managers in india

Board Member

Oct 2024Present · 1 yr 5 mos

Dezerv

Co-Founder

Apr 2021Present · 4 yrs 11 mos · Mumbai, Bengaluru and Delhi

Iifl wealth

6 roles

Senior Managing Partner and Head - IIFL-ONE

Jan 2020Apr 2021 · 1 yr 3 mos

  • Led the zero-to-one journey of IIFL-ONE, an expert advisory and multi-asset platform, scaled to USD 3.5 bn by March 2021.

Managing Partner and Head - Advisory Group

Sep 2016Jan 2020 · 3 yrs 4 mos

Senior Director - Wealth Management Services

Promoted

Jun 2014Sep 2016 · 2 yrs 3 mos

  • Led one of the largest wealth management teams in India, with 7 offices in western India.

Director - Wealth Management Services

Jan 2013Jun 2014 · 1 yr 5 mos

Senior Vice President

Promoted

Jan 2012Jan 2013 · 1 yr

Vice President

Apr 2008Jan 2012 · 3 yrs 9 mos

Kotak wealth management

Associate Vice President

Jun 2005Apr 2008 · 2 yrs 10 mos

Hsbc

Summer Intern

Jan 2004Jan 2004 · 0 mo

Education

Indian Institute of Management Bangalore

PGDBM

Jan 2003Jan 2005

University of Mumbai

BE — Computer Technology

Jan 1999Jan 2003

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