Solutions

Bespoke digital propositions across multiple asset classes powered by our proprietary Artificial Intelligence and machine learning Algorithms that provide timely and innovative insights, smart financial planning, automated & personalised investment management solutions for Private & Public-Sector Banks, Wealth Management Houses, Family Offices, Independent Financial Advisors, New Age Payment Banks and E-Wallets.

Risk Profiler

A 4-Dimension module that provides a proprietary Risk Score which serves as a critical input for investment planning.

Asset Allocation

Algorithms built on the foundation of a diverse set of Noble Prize-Winning research which are then further enhanced internally.

Portfolio Generation

Scans, filters and selects the underlying securities from a wide universe of investment instruments to fulfil the client’s financial goals.

Portfolio Rebalancer

Dynamically rebalance the clients’ portfolio periodically to avoid getting swayed from their original investment strategy.

Client Onboarding

A standalone paperless solution allowing B2B clients to effectively onboard their clients without filling multiple forms, taking printouts or physical verification.

Investment Toolbox

Combination of any or multiple modules based on specified client requirements.

Thematic Portfolio

Gain exposure to macroeconomic themes and trends through pre-determined portfolios designed based on the current market landscape.

Integrated White Label

An end-to-end solution that will encapsulate all the modules for a next generation user experience.

Hybrid Digital Platform

Digital Platform utilized by the investment managers to optimize the quality of their advisory services.

Customised-Automated Digital Platform

A customised platform for any combination of the above modules through our library of APIs.