Professional Summary
Professional Overview
Sandeep Jethwani is a seasoned finance professional and co-founder with a strong track record of success in the wealth management industry. He brings over 15 years of experience in portfolio management, advisory services, and strategic leadership.
Experience Summary
Current Role
As the Co-Founder of Dezerv, Sandeep is responsible for driving the company's strategic vision and overseeing all operations. He leverages his deep understanding of investment management and portfolio optimization to deliver personalized wealth solutions to high-net-worth individuals and families.
In addition, Sandeep serves as a Board Member for the Association of Portfolio Managers in India, where he contributes his expertise to shaping industry standards and best practices.
Career Progression
Prior to co-founding Dezerv, Sandeep held progressive leadership roles at IIFL Wealth, where he most recently served as the Senior Managing Partner and Head of IIFL-ONE. In this capacity, he spearheaded the development of innovative investment strategies and client-centric advisory services, driving significant growth and client satisfaction.
Earlier in his career, Sandeep gained valuable experience as a Managing Partner and Head of the Advisory Group at IIFL Wealth, as well as a Senior Director in the Wealth Management Services division. He also spent time as an Associate Vice President at Kotak Wealth Management and completed a summer internship at HSBC.
Academic Background
Sandeep holds a bachelor's degree from a reputable institution, where he specialized in a relevant field of study.
Areas of Expertise
- Portfolio management and optimization
- Wealth management advisory services
- Investment research and analysis
- Strategic planning and business development
- Financial modeling and risk management
- Leadership and team management
Professional Impact
Throughout his career, Sandeep has demonstrated a strong commitment to driving innovation and delivering exceptional client outcomes. He has spearheaded the development of cutting-edge investment strategies and personalized wealth solutions, helping high-net-worth individuals and families achieve their financial goals.
As a Board Member of the Association of Portfolio Managers in India, Sandeep actively contributes to shaping industry standards and best practices, further cementing his position as a thought leader in the wealth management sector.
Conclusion
Sandeep Jethwani's extensive experience, deep industry expertise, and collaborative leadership style make him a valuable asset to the organizations he serves. As the Co-Founder of Dezerv, he is poised to continue driving innovation and delivering exceptional wealth management solutions to his clients.
