Riskrator Tool
For an Indian PMS Provider
CLIENT & PROBLEM STATEMENT
- The client is one of the established PMS provider in India catering to HNI clients.
- They were wanting to provide detailed portfolio analytics to each of their customer based on risk-return attribution & other market parameters.
APPROACH
- Riskrator was implemented to provide the desired solution to the client where we configured risk-return analysis of client’s portfolios.
- Risk analysis and market risk reports are generated.
- Analysis of their portfolio and transactions were created for Portfolio Managers.
- Riskrator is installed on our cloud and provides the desired solution to the client.
SOLUTION & OUTPUT
- Riskrator performs risk-return attribution of equity portfolio.
- It can be accessed as online tool, mobile app, REST API or Python API.
- Marketing teams gets an automated fact sheet without any manual intervention.
- Asset managers are using it for analysis of their portfolio and transactions.
