Portfolio Management Solution Implementation for India’s Biggest Mutual Fund Company

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.
Product Banner
before

The Challenges

before-ring
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.

Complex view structure
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

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.

Complex view structure

Result

  • Strengthened Branding
    The stronger mutual fund brand became robust once the application is released
  • Massive increase in Usage
    The application offers all types of views that customer can view the investment 360 degrees way
  • Widened User base
    Having robust tools to strategize trades, lot many users opted for the same company
  • Huge rise in revenues
    Trust, increased user base, and the branding together resulted in a giant leap in revenues

Product Screens

Client Testimonials

Vivek Singal
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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 - ValueFy
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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.

Mike Luhtanen
Founder, Creative LLC
5
4 years ago