Managing Director Head of Goals-based planning, International Private Bank
As the Head of Goals-based Planning Sameer is responsible for overseeing the development of a planning solution that will help frame decisions on strategic asset allocation. This will support advisors as they offer personalized strategies to individuals and families seeking a comprehensive wealth strategy while helping them navigate through the ever-changing economic landscape.
With over 20 years of experience, Sameer has specialized in providing comprehensive guidance to individuals and families in developing long-term wealth strategies. He brings a wealth of knowledge and a proven ability to navigate complex financial scenarios.
Sameer has been with J.P. Morgan since 2014 covering clients in Southeast Asia and the Middle East and was the Investments Team Lead for the Non-resident India Business. Prior to this, he was a Director & Investment Counselor at ABN AMRO Private Bank in Singapore. He also worked with Citibank for 10 years and held various roles including Regional Investments Counselor for Asia at the NRI business as well as being the Regional Investment Head for North India at the Global Consumer Group in India.
Sameer holds a Bachelor of Arts (Honors) in Economics from the University of Delhi and a Post Graduate Diploma in Management from the Goa Institute of Management.
Please tell us about yourself, and our team will contact you.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read the Legal Disclaimer for key important J.P. Morgan Private Bank information in conjunction with these pages.
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.