Raizan Umrigar
CFA | Senior Associate,Content @ Third Bridge Group Limited | Capital Markets | Portfolio Tracking & Client Advisory | Turning Complex Markets into Actionable Investment Decisions
- Role
- Senior Associate, Private Equity Content at Third Bridge Group
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Raizan Umrigar
I focus on solving real-world challenges in research, portfolio tracking, reporting, and client experience across wealth management and financial products.At Third Bridge, I work closely with global institutional clients—partnering with sales teams, creating investment research content and driving product adoption and engagement.At IIFL Capital, I advised HNIs on multi-asset portfolios including mutual funds, PMS, fixed income, and alternatives. My focus extended beyond portfolio construction to helping clients track performance, interpret data, and navigate fragmented reporting, translating complex information into clear, actionable insights.I bring a combination of: • Strong understanding of financial products and markets • HNI client-facing and relationship management experience • Exposure to onboarding, training, and customer success • Ability to simplify complex financial data into intuitive insights I’m keen to contribute within the Indian capital markets ecosystem, where I can apply my experience across wealth advisory, client engagement, and investment understanding to create meaningful impact.
Experience
Senior Associate, Private Equity Content
Oct 2024 — Present · Mumbai, IN
Education
Great Learning
Post Graduate Program in Machine Learning
2019 — 2020
Jai Hindu jobs
BFM, Business/Commerce, General
2014 — 2017
Activity High School
ICSE
2003 — 2012
Jai Hindu jobs
Bachelor's degree, commerce
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.