Nitin Attri

Co-Founder

India24 yrs 4 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over 25 years of experience in financial advisory.
  • Co-Founder and Chief Investment Strategist at BigRise Financial.
  • Expert in NRI wealth management across 35+ countries.
Stackforce AI infers this person is a seasoned financial advisory expert with a focus on NRI wealth management.

Contact

LinkedIn

Skills

Core Skills

Financial AdvisoryInvestment Strategy

Other Skills

NRI Investments & Portfolio StructuringRegulated Wealth ProductsLife & Health Insurance PlanningEquity, Debt, and Hybrid Investment StrategiesMulti-country ComplianceWealth Preservation & Intergenerational PlanningEquity DerivativesEquity TradingTrainingProgram ManagementEmployee TrainingTeam ManagementCross-functional Team LeadershipProject ManagementBusiness Process Improvement

About

๐Ÿ๐Ÿ“+ ๐˜๐ž๐š๐ซ๐ฌ | Global Financial Advisory | NRI Wealth Architect | Co-Founder/ CIO - BigRise Financial With over 2 decades of experience in financial advisory and wealth strategy, I serve as the Co-Founder & Chief Investment Strategist at BigRise Financialโ€”a licensed, trusted financial advisory and brokerage firm with a client base spread across 35+ countries, and ๐Ÿ๐š๐ฌ๐ญ๐ž๐ฌ๐ญ ๐Ÿ๐ข๐ซ๐ฌ๐ญ-๐Ÿ“๐ŸŽ ๐ข๐ง ๐ˆ๐ง๐๐ข๐š ๐ญ๐จ ๐›๐ž ๐ฅ๐ข๐œ๐ž๐ง๐ฌ๐ž๐ (๐ˆ๐‘๐ƒ๐€๐ˆ). My mission is to simplify wealth creation for: ๐…๐š๐ฆ๐ข๐ฅ๐ฒ ๐จ๐Ÿ๐Ÿ๐ข๐œ๐ž๐ฌ, ๐ซ๐ž๐ญ๐š๐ข๐ฅ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ (๐ˆ๐ง๐๐ข๐š๐ง/ ๐๐‘๐ˆ๐ฌ/ ๐Ž๐‚๐ˆ๐ฌ), ๐›๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐จ๐ฐ๐ง๐ž๐ซ๐ฌ, ๐š๐ง๐ ๐ˆ๐ง๐๐ข๐š๐ง-๐จ๐ซ๐ข๐ ๐ข๐ง ๐ž๐ฑ๐ฉ๐š๐ญ๐ซ๐ข๐š๐ญ๐ž๐ฌ, offering them practical, high-return, and risk-contained investment solutions. From global mutual funds, health & life insurance, to debt and equity strategies, our approach is rooted in deep consultation, compliance, and customization. ๐Ÿ’ผ ๐‚๐จ๐ซ๐ž ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž: - NRI Investments & Portfolio Structuring - Regulated Wealth Products (SEBI, IRDAI, NISM Certified) - Life & Health Insurance Planning (India + Global) - Equity, Debt, and Hybrid Investment Strategies - Multi-country Compliance for Global Clients - Wealth Preservation & Intergenerational Planning ๐ŸŽ“ ๐‚๐ซ๐ž๐๐ž๐ง๐ญ๐ข๐š๐ฅ๐ฌ & ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ: - Advanced Certificates, Chartered Insurance Institute (UK)/ SEBI/ IRDAI - Investment-related Certificates, National Institute of Securities Markets (NISM) At BigRise, we donโ€™t just manage moneyโ€”we build legacies. If you're looking for a seasoned guide to help you grow and protect your wealth globally, letโ€™s connect. ๐Ÿ“ฉ ๐Ž๐ฉ๐ž๐ง ๐ญ๐จ ๐œ๐จ๐ฅ๐ฅ๐š๐›๐จ๐ซ๐š๐ญ๐ข๐จ๐ง๐ฌ, speaking opportunities, strategic partnerships, and mentoring advisors across the globe.

Experience

Bigrise financialโ„ข

Co-Founder/ Chief Investment Strategist

Oct 2009 โ€“ Present ยท 16 yrs 5 mos ยท India

  • Spearheading a Trusted & Licensed Financial Advisory & Brokerage (IMF) into:
  • Investments, Insurance & Wealth consulting, operating across India & Globe.
  • Our brand: BigRise Financialโ„ข (under WIIM Pvt Ltd) serves clients across 29+ countries including:
  • (A) Persons of Indian-origin (PIO), Overseas Citizens of India (OCI) & Non-Resident Indians (NRI)
  • (B) Resident Indians & Expats
  • As a premier Financial Advisory, our portfolio includes distinct:
  • โžŠ INVESTMENTS (Paper-Guaranteed Bonds, Endowments & Mutual Funds)
  • โž‹ INSURANCES (Life, Health & General)
  • โžŒ WEALTH (High-growth: PMS, AIF, Startup Investments, Auto-trading, Global Investments, etc)
  • โ—Ž [Other Products: 54EC (Property Bonds), NRE/ NRE Accounts, Home & Personal Loans, IPOs]
  • As a Financial Advisory, we have: NRI Investments & Insurances, PIO, OCI extensively in:
  • INDIA & Asia, UAE & Middle-East, US & Canada, UK & Europe, Africa, Australia & NZ.
  • Core USPs:
  • (A) Bringing down investment costs of new or existing Insurances & Investments.
  • (B) Raising coverage bar on your insurances, while keeping costs low & sustainable.
  • (C) Recommending winning investment strategies in your favor, like: MWPA, Avocations, etc.
  • (D) Building tax-saving strategies along with a powerful 'Personal Advising' model.
  • Interestingly, these are beyond regular tax breaks (applicable in your home country).
  • Core SPECIALIZATIONS:
  • (1) Income Generation in guarantees
  • (2) Retirement Planning & Pension Strategy
  • (3) Education corpus raising for children
  • (4) High-yield Domestic & Overseas Investments
  • (5) NRI, PIO, OCI, Expat Investments & Insurances management in India (in currencies)
  • (6) Implementing Employer-Employee or Business Insurances for Companies & Directors in India.
  • (7) Coverages in Life & Health at lowest pricing, with highest cover!
  • (8) Currency hedging
  • Please send queries to:
  • Ph# +91 965 015 3331
  • WhatsApp# +91 981 824 6300
  • Email: nitin@bigrisefinance.com
  • www.bigrisefinance.com
  • #NRIinvestents #insurances #investments #investing
NRI Investments & Portfolio StructuringRegulated Wealth ProductsLife & Health Insurance PlanningEquity, Debt, and Hybrid Investment StrategiesMulti-country ComplianceWealth Preservation & Intergenerational Planning+2

Niit limited

Project Manager

Jul 2007 โ€“ Oct 2009 ยท 2 yrs 3 mos ยท India

  • Lead a team 12 professionals to work for key clients including:
  • GENPACT, MICROSOFT, AMERICAN EXPRESS, HCL, IBM, HP, CSC, CONVERGYS, MOTOROLA, EXXON, EVALUESERVE, WIPRO, BMW, ERNST & YOUNG, EMERSON, EQUANT SOLUTIONS, HEWITT, INTERGLOBE TECHNOLOGIES, ABG, MPHASIS, PATNI, RANBAXY, etc.

Dell international services india pvt ltd, gurgaon

Program Manager

Sep 2004 โ€“ Jul 2007 ยท 2 yrs 10 mos ยท India

  • Drove IDPs (Learning & Development Plans) for all EMEA employees across the floor (around 160 FTEs), planning site-wide-charter of training for entire support groups, supporting US & UK regions.

Convergys india services private ltd

Team Lead (Microsoft)

Dec 2001 โ€“ Sep 2004 ยท 2 yrs 9 mos ยท India

  • Facilitated & created process-oriented manuals of the entire business of US/ UK region (Microsoft) and ensuring quality delivery of teams managing a team of 21.
  • Key Achievements:
  • โ€œPower of One Championโ€ Award, Ohio, USA.
  • Facilitated for being the only FIRST India โ€œAuthor of a Microsoft KB Articleโ€, Redmond, USA.
  • โ€œCertificate of High Achievementโ€ & highest Client Loyalty Index (CLI).

Education

National Institute of Securities Markets (NISM)

Equity Derivatives (Exam VIII) Certification โ€” Financial Mathematics

Apr 2025 โ€“ Apr 2028

Chartered Insurance Institute

Advanced Certificate โ€” Investment Advisory

Jan 2019 โ€“ Jan 2020

National Institute of Securities Markets (NISM)

Investment Advisor (Advanced)

Jan 2017 โ€“ Jan 2017

AONยฎ

Certified โ€” Program

Jan 2017 โ€“ Present

Carlton Advanced Management Institute, USA

(CLDM)ยฎ โ€” L&D

Jan 2013 โ€“ Jan 2013

Indira Gandhi University

Master's degree

Jan 2008 โ€“ Jan 2010

Delhi University

Bachelor's degree

Jan 1998 โ€“ Jan 2001

Green Fields School, Delhi

XII โ€” Science

Jan 1995 โ€“ Jan 1997

National Institute of Securities Markets (NISM)

Investment Adviser โ€” Financial Planning and Services

Jan 2017 โ€“ Present

SEBI/ IRDA

Licensing โ€” Insurance & Investments

Jan 2014 โ€“ Present

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