Portfolio Management Solution Implementation for India’s Biggest Mutual Fund Company
Tech Stack
- .Net MVC
- Azure cloud
- jQuery
- Microsoft SQL Server
About Client
The client is India’s biggest and trusted asset management company with a net worth of Rs. 16,548 crore. It’s into the investment businesses such as mutual funds, asset management, life insurance, general insurance, stock broking, private equity and many other financial services. The client has 20 million+ customers across the India with total assets of Rs 82,209 crore as of now. To implement secured financial trade software, client was looking for ASP.Net development company and approached Brainvire for hybrid (offshore and onshore) development model.
About Product
The product is a system that allows the users to keep watch on the trades via different views. The views will be in various graphical, table, statistical, and animation format letting trader understands the trades better. Plus, the traders are given the powerful functionalities to security wise add trades. The solution uses various tools and methodologies to measure risk management analytics, Equity Performance attribution, portfolio management, and enhance marketing capabilities of clients.
Portfolio management products developed using advanced quantitative techniques, deliver a superior user-friendly package. On one click, wholesome views come to the screen including detailed view and compact view like GUILT and Income monitor view, Asset Allocator view, sample trade, post-trade values.
Complex view structure
The client asked for a system where an end user can log in and have a look at the portfolio with a diverse range of views. The views were equipped with many parameters involved such as % Market Value (Weight), Total Face Value (Rs. Crs.), Total Market Value (Rs in CRS), Modified Duration, Valuation Yields, Maturity Period, the type of asset and more.
Brainvire’s business analysts and developers sat together and defined the complexities. A complete view structure was established in order to craft a logic to put it into the picture. Finally, the Brainvire developers could come up with such a seamless module that displays all the trade views in a significant representation. The Brainvire QA experts performed rigorous testing on the application to make it an error free solution.
Solution
The Challenges
Result
- Strengthened BrandingThe stronger mutual fund brand became robust once the application is released
- Massive increase in UsageThe application offers all types of views that customer can view the investment 360 degrees way
- Widened User baseHaving robust tools to strategize trades, lot many users opted for the same company
- Huge rise in revenuesTrust, increased user base, and the branding together resulted in a giant leap in revenues
Product Screens
Client Testimonials
Brainvire transparency helped us to be more confident that they were doing their best engineering work for us at all times. The excellent documentation skills and extensive communication demonstrated by the team has pleased our internal team and provides an important check for the confidence.
Vivek Singal
Manager - ValueFyPowered by Clutch
224 Reviews
“They handle all their work with a personal touch, which encourages a continued long-term partnership. Their deliverable are reliable thanks to vigorous QA testing. I would recommend Brainvire to anyone.”
