Sumegh Bhatia

CEO & Managing Director - India

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Sumegh is a Capital & Financial market professional with two decades of experience in financial markets. In his last role as Executive Director with Avendus Capital he was responsible in managing a profitable vertical within the Wealth Management business. He has previously worked as a Sr. Market Director with Reliance Capital and has been instrumental in setting up a profitable private wealth business for the ADAG group and spent 6 years in building a $500 MM Private Client Business in India. He has also worked with Citi Private Bank as Vice President heading the Investment advisory vertical in the year 2010. He was instrumental in setting up the PMS business for ING Investment Management in India as Vice President & Zonal Head in the year 2008 before joining Citi Private Bank. He has worked with organizations like Citibank , GE Money Consumer finance & American Express across various business verticals.

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India – A Wealth Management Update on one of Asia’s Most Dynamic Markets 2021 in India was a remarkably good vintage for wealth management, and a very solid platform for sustained growth, diversification and dynamism ahead. In some ways, 2021 was the year that genuine confidence and belief arrived in India’s wealth market, with few having anticipated how bullish things w....

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