Case Study 45: Robo Advisory Module

For a Fintech Company

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  • 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.
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