Robo Advisory Module
For a Fintech Company
- An Indian Robo Advisory FinTech Company.
- The Company wanted to build complete back-end for Profilers/Planning tools/Fund recommendation engine/Model portfolios etc .
- API based calculators and Profilers were configured as a first step .
- Mutual Fund recommendation engine for fund recommendations across all fund categories using our proprietary models were created.
- Model portfolios across various risk profiles and Solutions were created using quantitative and qualitative factors.
- Fund & Portfolio recommendation engine through an API format was created.
- Mutual Fund recommendation engine, API based Calculators and Model Portfolios were provided to the Client for usage by their end customers.