Minar Mujumdar

I am an accomplished leader with an entrepreneurial mindset and close to two decades of experience in wealth-tech, fintech, private wealth management and portfolio management space.

My expertise lies in wealth-tech consulting, product management, decoding and delivering complex implementations, financial reporting and customer success. I have deep understanding of all types of asset classes, investment accounting and general ledger, performance reporting, databases and data integrity, etc. I also have wide experience in portfolio management where I have devised complex statistical and portfolio allocation models coupled with my expertise in fundamental analysis, economic trends and market intelligence.

In my most recent role, I have been the global head of customer success for a wealth-tech platform focused on ultra-high net worth, family offices, RIAs, trusts and foundations, and institutional clients spread across the North American, European and Asia-Pacific geographies. I have been a key resource in building the company grounds up from being a start-up and transforming it into an operation designed for scale. I have also been the subject matter expert (SME) on the platform's features and client implementations.

I have a proven track record of managing high performance result-oriented teams, generating additional revenue and growth opportunities by deepening client engagements while providing them with solutions. I also have been successful in integrating post-acquisition teams and platforms, and building long term relationships with multiple stakeholders e.g. customers, partners, third party solution providers, etc.

In my previous roles, I have played leadership roles in two of the largest private wealth management companies in India. I was the head of products in one role and a portfolio and fund manager in another role.