Distributor platforms, AMC integrations, SIP automation, and SEBI-compliant wealth management infrastructure — engineered for asset managers, RIAs, and investment platforms.
From asset management companies to MF distributors, RIAs, and investing apps building the next generation of wealth products
AMC transaction systems, distributor integrations, and investor servicing platforms for mutual fund houses.
Advisor dashboards, client onboarding, commission reconciliation, and compliance-ready advisory workflows.
Direct mutual fund platforms, SIP automation, goal-based investing, and portfolio analytics for digital-first investors.
Practical, market-compliant solutions for the challenges asset managers and distributors face today
Core transaction processing, investor onboarding, redemption, switches, and servicing integration for mutual fund asset management.
Distributor onboarding, client account setup, order management, and commission processing for MF resellers and advisors.
End-to-end automated SIP infrastructure — enrolment, bank mandate processing, debits, follow-on purchases, and notifications.
SEBI-compliant KYC and AML workflows for mutual fund onboarding, covering CKYC, FATCA, and ongoing due diligence.
Investor-facing experiences with live NAV, holdings, performance, and goal-based investing — across web and mobile.
Technology to satisfy SEBI, AMFI, KYC Registration Agency, and data protection requirements across the investment lifecycle.
Our team understands the specific regulatory environment that mutual fund platforms and asset managers must navigate
SEBI MF regulations, circulars, and AMFI industry standards
PMLA, CKYC registry, FATCA / CRS, and ongoing due diligence
CAMS and KFintech connectivity, ECS / NACH mandate rails
DPDP Act, RBI data localisation, IT Act compliance
Deep expertise in mutual funds, wealth management, and asset servicing compliance across India and global markets.
Small team, direct access to decision-makers. No layers of account managers. Talk directly to the people doing the work.
We quote for what you need — not inflated estimates. Fixed-price or T&M, clearly defined before we start.
We don't disappear after go-live. Monthly retainer support available for all wealth platforms we deliver.