Wealth Management solution

Marketing and Digital Solutions for Wealth Managers

Our approach

With over a decade of experience, our Fund Marketing Services (FMS) vertical caters to over 60 asset and wealth managers globally, helping them streamline their marketing and reporting operations. We offer a wide range of solutions across presales, reporting, client servicing, and digital marketing to enable businesses minimise costs (30-40% cost arbitrage), refine operational capabilities, and leverage technological game changers.

How we are different

Managed services
Managed services
Sustainable ecosystem of people, process, and technology
Skilled resources
Skilled resources
Capital-markets DNA, with strong knowledge of the investment process
Aesthetics
Aesthetics
Unique and professional visuals for factsheets, presentations, and web visuals to stand out in the market
Flexibility
Flexibility
Range of engagement models to manage skewed work volumes
Bespoke technology
Bespoke technology
Customised automated solutions based on individual client needs vs off-the-shelf tools

What we have done

In the News

Global Finance
“A New Era Of Riches”

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