For an Indian PMS Provider
- 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.
- 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 performs risk-return attribution of equity portfolio. .
- It can be accessed as online tool, mobile app, REST API or Python API. .
- Riskrator is installed on our cloud and provides the desired solution to the client .
- Marketing teams gets an automated fact sheet without any manual intervention .
- Asset managers are using it for analysis of their portfolio and transactions .