Sandeep Jethwani — Co-Founder
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.
Stackforce AI infers this person is a Fintech expert with extensive wealth management experience.
Location: Mumbai, Maharashtra, India
Experience: 20 yrs 10 mos
Career 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.
Work Experience
Association of Portfolio Managers in India
Board Member (1 yr 5 mos)
Dezerv
Co-Founder (4 yrs 11 mos)
IIFL Wealth
Senior Managing Partner and Head - IIFL-ONE (1 yr 3 mos)
Managing Partner and Head - Advisory Group (3 yrs 4 mos)
Senior Director - Wealth Management Services (2 yrs 3 mos)
Director - Wealth Management Services (1 yr 5 mos)
Senior Vice President (1 yr)
Vice President (3 yrs 9 mos)
Kotak Wealth Management
Associate Vice President (2 yrs 10 mos)
HSBC
Summer Intern (0 mo)
Education
PGDBM at Indian Institute of Management Bangalore
BE at University of Mumbai