Sameer Bhatia
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Articles by Sameer Bhatia
Rebuilding Wealth Management for a Connected Future: How Nomura is Designing the Next Chapter of Client Experience
In a recent conversation with Hubbis, Akshay Prasad, Managing Director and Head of Investment Products & Advisory Solutions at Nomura International Wealth Management, offered a compelling look at how the firm is redefining the private client experience from the inside out. As global wealth becomes more complex, so do the expectations around access, timing, and trust. Clients are no longer just seeking performance - they’re seeking clarity, control, and a platform that can move with them.
Endowus Hong Kong on Rising Demand for Alternatives and Conflict-Free Advice
Steffanie Yuen, Managing Director and Head of Hong Kong at Endowus, shares her insights for the Hubbis Greater China Private Wealth Leadership Review 2025. She highlights how affluent and high-net-worth investors are increasingly seeking diversification through private markets, hedge funds, and other alternative strategies.
Structuring Volatility: Marex’s Sameer Bhatia on Tailored Derivatives for HNW and UHNW Clients
Sameer Bhatia, Director at Marex Financial Products, stepped into the Hubbis Hot Seat at the India Wealth Management Forum 2025 with a concise message for wealth managers and advisers: structured products can offer both yield and flexibility in increasingly uncertain markets - if constructed with precision and delivered through the right partner.
Integrating Crypto into Wealth Planning: The Role of PPLI
At the Hubbis HNW Insurance Summit – Singapore 2025, Benjamin Szeto, Partner at 1291 Group, addressed one of the most pressing and fast-evolving topics for wealthy families - how to bring cryptocurrency into structured wealth planning. He explained how private placement life insurance (PPLI) can provide privacy, protection, and tax efficiency for crypto investors at a time when regulatory scrutiny is intensifying.
FinTech Meets Purpose: Inside Asia Green Family Office’s Vision for Family Office 2.0
As Asia’s wealth landscape undergoes a generational shift, the lines between financial returns, digital innovation, and purposeful impact are blurring fast. Family offices are no longer just about preservation, they are evolving into digitally native platforms for value creation, sustainability, and intergenerational alignment.
Solving Global Tax Challenges with Simple Structures: Utmost International’s Jason Pearce on the Power of PPLI
Jason Pearce, Head of Technical Sales for Hong Kong and North East Asia at Utmost International Isle of Man Limited, delivered a focused and engaging presentation during the “In the Hubbis Hot Seat” session at the Hubbis HNW Insurance Summit - Singapore 2025. He addressed a widespread concern across jurisdictions, client types, and asset classes: protecting wealth from unnecessary exposure to United States estate duty.
Indexing the Future: How Transamerica Life Bermuda Sees Opportunity in Education and Product Access
Asia’s high-net-worth (HNW) insurance landscape is in the midst of rapid transformation. A rising tide of global mobility, regulatory reforms, and wealth transfer planning is shaping client expectations - and insurance providers are racing to adapt. Yet, beyond product features and market shifts, the foundational work of education, jurisdictional strategy, and value articulation remains critical.
High Conviction, Low Overlap: Shreyas Mantri on Motilal Oswal’s Differentiated Approach to Equity Management
Shreyas Mantri, Chief of Banks and Private Wealth at Motilal Oswal Asset Management, took the Hubbis Hot Seat at the India Wealth Management Forum 2025 with a clear message: in an increasingly crowded fund landscape, true differentiation comes from discipline, focus, and staying “true to label.” Representing one of India’s best-known equity specialists, Mantri framed Motilal Oswal’s proposition around its core DNA - high-quality, high-growth investing with strong conviction and minimal overlap.
How Training Trends Transform Workplace Learning
A new survey of U.S. workers reveals engagement challenges and a growing demand for effective training solutions, with two-thirds willing to quit due to a lack of upskilling opportunities. Would you quit your job over inadequate training? Two-thirds of U.S. workers say yes, rising to nearly 80% among Gen Z. With , and AI reshaping how people learn, employee expectations for development are growing fast.
Mastering Investment Advisory: Strategies for Differentiation and Innovation in Wealth Management
View Article Chair Arjan de Boer Senior Wealth Management Executive Speakers Charles Martin, CFA Portfolio Specialist & Head of Business Development Asia-Pacific Insight Investment, a BNY Investments’ firm Suphajak Ngamlak Head of Managed Solutions, Wealth Management Kiatnakin Phatra Securities Pongsun Anurat, CFA Fund Manager, Assistant Vice President, Global Investments Krungsri Asset Management Patranun Thaniyavarn Limudomporn Investment Strategist XSpring Asset Management Ittapat...
Small Sizes, Big Impacts: Nanoscale Hard Drive Innovations to Spearhead Progress for Data Storage
Authored by Sameer Bhatia, Director of Asia Pacific Consumer Business Group and Country Manager for India & SAARC, Seagate Technology What can the near doubling of current storage capabilities within the same footprint hold for the future of data storage and digital infrastructure of data centres?
Role of next generation sequencing in diagnosis and management of critically ill children with suspected monogenic disorder - European Journal of Human Genetics
Abstract Next generation sequencing based diagnosis has emerged as a promising tool for evaluating critically ill neonates and children. However, there is limited data on its utility in developing countries. We assessed its diagnostic rate and clinical impact on management of pediatric patients with a suspected genetic disorder requiring critical care. The study was conducted at a single tertiary hospital in Northern India.
Pre-Budget Memorandum in response to Union Budget, 2024
| Income Tax - Articles | 243 Views In anticipation of the Union Budget 2024, the Income Tax Bar, Jalandhar, has submitted a comprehensive Pre-Budget Memorandum to the Finance Minister, outlining pivotal recommendations for the fiscal year. Representing a collective of tax professionals, including Chartered Accountants, Company Secretaries, and Advocates, the memorandum underscores essential amendments needed in various tax provisions.
Form 10B/10BB Filing Issues 2023 & appeal for deferment or extension Original
On the 17th of September 2023, the Income Tax Bar Association in Jalandhar, Punjab, addressed a representation to Smt. Nirmala Sitharaman Ji, the Hon’ble Minister of Finance of India. The representation concerns the deferment or extension of filing and uploading Form(s) No. 10B/10BB, as notified through Notification No. G.S.R. 118E dated 21st February 2023.
ITAT Grants Opportunity to Assessee in Ex-parte Proceedings: Remand to CIT(A)
Late Sh. Ashok Kumar Goel Vs National Faceless Appeal Centre (NFAC) (ITAT Amritsar) Late Sh. Ashok Kumar Goel filed an appeal against the order passed by the Commissioner of Income Tax (Appeals), NFAC, Delhi, for the assessment year 2012-13. The case revolves around the question of whether the assessee should be granted another opportunity in ex-parte proceedings and the application of principles of natural justice, equity, and fair-play.
Data At The Edge Is The Key To Sustainability
By Sameer Bhatia With the rise of machine learning and artificial intelligence applications in enterprises and public services, businesses and organisations now share the understanding of how critical data is driving innovation and providing better products and services. However, there is one more area in which we may not be realising the full potential of data: sustainability. Data is the key to sustainability.
3 Pillars for Awesome Customer Service
Our connected world has changed the game Providing an awesome customer service has become more difficult to accomplish nowadays because the game has completely changed. It is no longer an option to respond to your customers’ questions or complaints after 24 or more hours because they expect instant responses. You need to be available 24/7 so that you can effectively satisfy their needs.
Top 5 Online Business Courses to Help Your Business Thrive in 2021
The COVID-19 rupture of the economy left a harsh lesson to both educators and learners in various industries. One of which is the lack of preparation for the worst. Most entrepreneurs are aware of the famous saying, “fail to prepare, prepare to fail,” and it seems like the best caution quote of 2020 for everyone. Even so, the onslaught of the pandemic did not break the spirits of business people who probably have seen or lived through the worse.
Seagate delivers high-performance storage solutions for Indian gamers
(MENAFN - IANS) By Sameer Bhatia New Delhi, Oct 29 (IANS) Gamers in India, amateur and professional, have always coveted agile and portable gaming solutions that can enhance their experience. The gaming market in India has also been on an upswing with the country's online gaming industry likely to add 190 million gamers and become a $1 billion market by 2021.
Tapping The Digital Opportunity For India’s Unorganized Retail To Realize The Atmanirbhar Dream
Authored by Sameer Bhatia, Head of Product, ePayLater India’s retail sector contributes about 10% to the country’s GDP and has witnessed remarkable growth from a valuation of $450 bn in 2012 to $690 bn in 2021. Despite the notable evolution, the one factor that has remained constant - organized retail accounts for only 12% of the total market size, while the majority is still dominated by unorganized retail at 88%.
The new axis of infrastructure
Business Standard India's massive infrastructure build-out targets need an all-hands-on-deck effort https://mybs.in/2YKCURe India’s infrastructure gambit for the coming decade will see states take the centre stage of investments.
Grow Your Business By Identifying Hidden Employee Training Needs
Ponder over this question: “What if you spend money on training your employees, and then they leave?” Now wrap yourself around this question: “What if you don’t train your employees, and then they stay?” Hope you are getting the logic. Yes, employee training is a major drain on a company’s time and resources, but there is no alternative to training your team regularly.
Smart Data Management to Build Smart and Safe Cities of Tomorrow
Authored by Mr. Sameer Bhatia, Country Manager, India and SAARC, Seagate Technology In a move towards improving women’s safety in the city, Delhi government recently announced installation of 150,000 CCTVs in residential and commercial hubs across national capital region. This is an addition to the 140,000 surveillance cameras that the government is already in the process of installing in these areas.
Opinion | Credit ecosystem rejig and policy stimulus needed for infrastructure
As India’s infrastructure funding gap widens to gargantuan levels, a fiscal push won’t be enough. What’s needed is a complete overhaul of the credit ecosystem plumbing so that private money starts flowing in materially. To be sure, the Bharatiya Janata Party-led National Democratic Alliance government has committed to infusing ₹100 trillion into infrastructure over the next five years. But this magnitude of commitment will run into fiscal constraints sooner rather than later.
There are still awesome, transformative prospects for technology in African education
Industry News / Africa / By Sameer Bhatia on 9 December, 2014 https://twitter.com/sameer_bhatia Share As technology becomes both more ubiquitous and more affordable, it has spawned changes in virtually every economic and social sector, and education is no exception. Technology is transforming education at all levels, from elementary classrooms to corporate training and professional development.
Opinion | Easing the government’s infrastructure burden
Aniruddha Chowdhury/Mint The private sector contributed an estimated ₹20 trillion, or a third of India’s ₹60 trillion infrastructure investment, between fiscals 2008 and 2017. However, it has declined sharply in recent years in terms of share of investment, from 37-38% to below 25% in fiscal 2018.
Asset monetisation addresses India’s stunted infra growth
Last week, Sydney-based Macquarie Group won the first toll-operate-transfer (TOT) bundle put on the block by the National Highways Authority of India (NHAI) – comprising nine highway stretches in Andhra Pradesh and Gujarat – with an eye-popping Rs 9,681 crore bid. On its part, the NHAI was said to be expecting Rs 6,250 crore. That was a good guess, too, because other major bidders – such as Brookfield, IRB-Autostrade and Roadis-NIIF, among others – had quoted in that proximity.
Pump-priming infrastructure not enough; Here is what must fire simultaneously in India
Budget 2018: There is some hard work required to make PPP models equitable and the regulatory and dispute-resolution frameworks robust. (Reuters) Budget 2018: Union budget 2018-19 continued the trend since FY15 of a step-up in outlays for infrastructure. Allocation for infrastructure is up 21% over the revised estimate (RE) for FY18, with roads and railways accounting for 45% of the outlay and 72% of gross budgetary support (GBS).
Four Ways Smart Entrepreneurs Handle Difficult People At Work
Difficult people do exist at work, and sometimes they can be overwhelmingly difficult. They come in all shapes and sizes.
Why a Knowledge Base Is Such a Giant Leap in the Arena of Customer Service
Many businesses still remain unaware that offering top notch customer support is the most important thing in the sales cycle. Too many of them simply focus on getting the goods sold and forget about the proper care they should offer for their customers. In fact, Forbes reported that businesses lost $62 billion in 2016 due to bad customer service. This is because business owners remain too focused on acquiring new customers, which is a more expensive process than keeping an already existing one.
5 Key Reasons Why Small Businesses Should Move to Cloud-Based LMS
In the ocean of cloud-based enterprise software solutions, Learning Management System (LMS) has emerged as ones of the most effective one for small businesses. LMS software is used for delivering courses and training programs. Its features are used for a multitude of things – administration, tracking, reporting and documentation. The cloud-based prefix means that this LMS software, along with all the data, is stored on a remote server, adding ease of use functionality to the entire process.
It’s time to implement Budget goals
With the Union Budget done and dusted, it would be worthwhile to pause and think how it will impact India’s infrastructure story and what more can, and should, be done. The Budget outlays an integrated infrastructure spend of ?3.96 lakh crore on roads, railways, airports and waterways. It does so because the Railway Budget was subsumed into the main Budget for the first time in over nine decades.
6 Reasons Why Entrepreneurs Should Focus on Knowledge Management
When you read about various growth hacking methods or you’re perhaps trying to come up with one, you probably encounter ideas which are complicated and require you to apply untested strategies that guarantee nothing. Well, this doesn’t have to be the case at all, because you can find brilliance in one thing and that’s simplicity.
Remote Employee Training | Hubstaff Blog
The average company spends 24 days and $4,000 on each new hire. Yet, 31% of employees quit within 6 months of starting a new job. This is a sunk cost. To rein in these numbers and retain workers, engage your employees right away with an effective training program. Over the past year, many more companies have had to tackle employee training remotely. Some have done so begrudgingly to comply with COVID-19 stay-at-home orders. Others have embraced the opportunity to accelerate a shift to remote work.
Use Context Sensitive Help to Lead Your Business Toward Success
Creating richer learning environments is a fundamental driver for success. Although many companies may be already deploying knowledge management strategies and facilitating collaboration (including CRM) through specific collaboration tools such as Wikis, FAQs, intranets and so on, there might be essential elements being left out that make a difference.
Knowledge Management Will Change Your Business Strategies
Knowledge management is often categorized as an IT solution in the form of intranets, wikis, forums, community spaces and other web 2.0 collaboration tools. And while addressing knowledge management (KM) as an IT function may be common, it can limit the potential outcomes that can significantly impact your business strategy. So how can KM help you strengthen your business strategy? Where should you start and how should you focus the strategy so that results are visualized in the short term?
Knowledge Management Will Change Your Business Strategies
Knowledge management is often categorized as an IT solution in the form of intranets, wikis, forums, community spaces and other web 2.0 collaboration tools. And while addressing knowledge management (KM) as an IT function may be common, it can limit the potential outcomes that can significantly impact your business strategy. So how can KM help you strengthen your business strategy? Where should you start and how should you focus the strategy so that results are visualized in the short term?
Why Is Wiki Software Getting More Popular?
When someone says Wiki, the first thing that comes to mind to most people is Wikipedia. Still, there are many business organizations who have found the use of Wiki Software for building websites, improving collaboration between employees, building FAQ sections for customers, and more. Let’s look at why wiki software has grown popular in the last decade and how it is applied in various information sharing and collaboration processes.
3 Priorities For Enterprise Applications In 2015
Competition and cloud delivery haven't done enough to improve enterprise apps. Buyers must pressure vendors for better features, improved usability, and meaningful analytics. With the rise of software-as-a-service, enabled by new tools that support speedier development and implementation, there's a huge and fast-growing number of enterprise applications available for nearly every business process imaginable.
5 (Sarcastic) Truths About Entrepreneurship That No One Will Tell You
My cousin Brian recently shared an article titled 5 Ways To Test An Entrepreneurial Idea. It was full of cute and inspiring ideas on how to succeed in the world of small business ownership. “Research an analogy,” “Contact your prospective clients,” and my personal favorite, “Visualize it.” When I read the last one I choked on the cup of Ramen Noodles that I was slurping down for lunch. What really bothered me is that the concepts are nice, but they are not forged in the relentless heat of reality.
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