Investment and Wealth Management Software Product

Opportunity Snapshot

  • Country: India India
  • Industry: Technologies
  • Stage: Start-up
  • Investment size: $500,000 / min. $400,000

Investment Opportunity

Wealth management business opportunities in India are expected to grow threefold in the next 3 to 5 years leading to great demand in related technology services.

We aim to provide end-to-end investment and wealth management software available in two versions - a public cloud version catering to IFAs and SMEs, and an enterprise edition for large corporations.

We are a team of technological professionals with BFSI domain experience in the process of developing third generation investment and wealth management software products.

The product aims to provide solutions to IFAs and SMEs on cloud basis and to large corporations in the form of enterprise edition version.

The product will be available in online, desktop and mobile compatible versions.

Our software will provide multi-currency, multi-geography, multi-asset and multi-lingual flexibility.

It will cover the entire life cycle of wealth management right from Sales, Services (like Advisory and Financial Planning), Portfolio Monitoring, Client View, Distributor Channel (B2B), Revenue Management and many more.

The overall project is expected to take around 26-30 months and we plan to roll each of the services constituting the overall product in a phase manner within the 30 months course.

We expect to generate revenue from the 15th month onward. A positive cash flow is expected in FY 14-15.

We plan to offer this technology platform on per user license basis.

There is an excellent opportunity to extend the product into securities lending extensions like Margin Funding, IPO Funding and others, as well as integration with exchange for order execution, international edition, services like content, research and many more.

Financial investors can participate and grow together with us in the promising financial service technology industry in India.

Competitive Advantage

The founder and the promoter are holding over 15 years of industry experience each in the fields of software design and development, project management, product development, technology solutions and client customized technologies.

India has select enterprise software service providers and other segments of financial technology providers, mainly focused on limited scope of solution or specific product say insurance and mutual funds. However, wealth management industry needs multi-asset and multi-account solutions with flexible services plug-ins like advisory, financial planning, portfolio management and family office. We are focusing on resolving the key pain point.

Existing competitors as well as new international players are working on providing technology solutions. Price competitiveness and cloud infrastructure architecture should be our greatest advantage.

Use of financing

We will be investing the funds into product development.

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