Back office support to a Wealth Management Company

Client : A leading Swiss Wealth Management Firm

Service Offered : CFO Support & Finance Controller Services

Sector / Industry : Banking and Finance

Client
Objective

The client is a leading Swiss Wealth Management firm focused on providing financial advice, high end services and expertise to private clients. The client had reached out to us for assistance in the operational activities of portfolio management, revenue verification and reconciliation.

solution
Impact
  • Identified process gaps and mitigated them by introducing further checks and balances
  • Identified revenue leakage of INR 30 million and recovered the same

Case Studies

Full Suite Company Secretarial Services for an Indian Wealth Management Firm

Full Suite Company Secretarial Services for an Indian Wealth Management Firm

Services Offered Company Secretarial Compliances

Sector / Industry Banking and Finance

Automated processes to provide tax computation of Net Asset Value (NAV) computation for a large AIF company

Automated processes to provide tax computation of Net Asset Value (NAV) computation for a large AIF company

Services Offered Automating tax computation process

Sector / Industry Banking and Finance

Arriving at the Fair Market Valuation of a Real Estate Fund for Compliance purposes

Arriving at the Fair Market Valuation of a Real Estate Fund for Compliance purposes

Services Offered Finance & Accounting Management

Sector / Industry Banking and Finance

Fair Valuation of the Leading Indian Online Insurance Aggregator for a Hedge Fund

Fair Valuation of the Leading Indian Online Insurance Aggregator for a Hedge Fund

Services Offered Fair Market Valuation for Financial Reporting

Sector / Industry Banking and Finance

Fair Valuation of a FinTech Lending Business for a leading Indian Financial Institution

Fair Valuation of a FinTech Lending Business for a leading Indian Financial Institution

Services Offered Buy-side Valuation for a Transaction

Sector / Industry Banking and Finance

Portfolio reporting and data management services to family offices

Portfolio reporting and data management services to family offices

Services Offered Portfolio Consolidation Support

Sector / Industry Banking and Finance

Account Payable and GST Process Support

Account Payable and GST Process Support

Services Offered Account Payable and GST Process Support

Sector / Industry Banking and Finance

Valuation Review of an Indo-Japanese Joint Venture for a Leading Indian Bank

Valuation Review of an Indo-Japanese Joint Venture for a Leading Indian Bank

Services Offered Valuation Review for a Transaction

Sector / Industry Banking and Finance

Interim CFO Services

Interim CFO Services

Services Offered Interim CFO Services, US GAAP conversion & ERP Implementation

Sector / Industry Banking and Finance

Optimization of collections using analytics

Optimization of collections using analytics

Services Offered Collection Optimization

Sector / Industry Banking and Finance

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