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Miles SoftwareExcellence for Wealth, Asset and Investment Management
Miles Software – Solutions for Financial Services           “Trusted Techno-Business Partner Delivering Excellence and Val...
Milestones www.milessoft.com
Our DNA – Building Value through Excellence Rich Domain Expertise       In-depth understanding and rich domain expertise ...
Integrated Product Suite  Functionally-rich,                     Wealth                                        Management...
WMS(Wealth Management System)    An integrated Wealth Management solution that automates the entire suite         of inves...
PMS(Portfolio Management System)         A scalable portfolio management solution with ease of flexibility and            ...
Family Office        A highly customized solution for ultra high net worth families for informed                 decision ...
Fund Accounting    A fully integrated solution to meet the rapidly evolving fund administration              and accountin...
MoneyWare SBL(Security Based Lending)         A trusted and scalable solution which covers lending against securities and ...
MoneyWare eCompliance       A comprehensive solution for trading compliance and portfolio monitoring Highly scalable solut...
MoneyWare FundWare      A sophisticated, flexible technology solution that seamlessly integrates and                      ...
MoneyWare Custody          A one-stop scalable solution to manage the entire custodial business    Offers support in all a...
MoneyWareTM Solutions for various Financial Services  www.milessoft.com
Some of our Customers  BANKS     FIIs/ HEDGE FUNDS    AMCs/INSTITUTIONSBROKERAGES www.milessoft.com      Partial List *
Partnerships & Alliances                     ABC IT Solutions is an IT services provider. Their products and services aim ...
Management Team                     Milan Ganatra Founder and CEO                        First Generation Entrepreneur wi...
Management Team                     Hemanshu Siria Development Operations - Investment Management                        ...
Management Team        Sandeep Lalwani Business Development             20 years of rich experience in leading marketing ...
Advisory Board                     Deepak Ghaisas                        Former Vice Chairman of i-flex Solutions Ltd. (n...
Board of Directors                Steve Canter                    Managing Director for Zephyr Management, L.P.          ...
Contact Us India Miles Software Solutions Pvt. Ltd. B – 801/806, Trade World, Kamala Mills compound, Senapati Bapat Marg, ...
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Miles Corporate 20072011

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Transcript of "Miles Corporate 20072011"

  1. 1. Miles SoftwareExcellence for Wealth, Asset and Investment Management
  2. 2. Miles Software – Solutions for Financial Services “Trusted Techno-Business Partner Delivering Excellence and Value to Financial Services Firms Globally.” Founded in 1999 by professionals from finance and technology space. Headquartered in Mumbai, India with offices in UAE Over 250 customers across leading financial institutions in India, Asia Pacific, Middle East and Europe Diverse customer base includes private banking institutions, asset management companies, brokerage firms, wealth advisors, financial institutions and corporate houses MoneyWare, flagship product suite, offer scalable and integrated solutions enabling organizations to accelerate business performance Portfolio of products for Wealth and Portfolio management, Securities lending, Custody management & Fund management www.milessoft.com
  3. 3. Milestones www.milessoft.com
  4. 4. Our DNA – Building Value through Excellence Rich Domain Expertise  In-depth understanding and rich domain expertise of the wealth management solutions  Insightful thought leadership in the financial services domain Scalable and Integrated Solutions  Innovative and end-to-end technology solutions focused on all customer segments  Robust functionality, seamless integration and scalable architecture offers maximum operational efficiency Improved Flexibility and Innovation  Fast time to market of new offerings  Ease of adoption of new business process Customer First  Lower operational risk and costs through well-defined project management and implementation process  Strong delivery capability, quick and efficient problem solving Quality Processes / Best Practices  Our service offerings adhere to global best practices, including ethical work practices and best-in-class quality and security standards www.milessoft.com
  5. 5. Integrated Product Suite  Functionally-rich, Wealth Management integrated Solution solutions for Portfolio Custody Management wealth, asset and System investment management firms targeted to their unique needs FundWare MoneyWare Family Product Suite Office  Achieve operational excellence, increased productivity and eCompliance Fund improved service Accounting Security Based Lending www.milessoft.com
  6. 6. WMS(Wealth Management System) An integrated Wealth Management solution that automates the entire suite of investments during the lifecycle of wealth creation, growth and management Offers tools for client management, portfolio management, financial and investment planning, revenue management, order management and online web access into a single unified platform Enables financial institutions to derive rich integrated insights about the HNI client’s investment portfolio and tracking transactions Modules include Financial Planning, FA Workstation & CRM, Revenue and Incentive Management, Trade Order Management and Web Pro / Web Pro Mobile Offers superior features for all client segments from mass affluent to high net worth investors and enables wealth management firms to support discretionary, advisory and brokerage businesses www.milessoft.com
  7. 7. PMS(Portfolio Management System) A scalable portfolio management solution with ease of flexibility and integration at a cost-effective proposition Adapts to diverse portfolios across all asset / product class Long and short trading capabilities and the associated checks and balances Facilitates electronic download / upload from / to other systems Manages reconciliations and exceptions Automates all corporate actions Provides extensive reporting and analytical capabilities across all asset and product classes www.milessoft.com
  8. 8. Family Office A highly customized solution for ultra high net worth families for informed decision making and reduced risk across all asset classes Adaptability to report on diverse portfolios across all asset and product classes Facilitates investment managers in offering superior wealth and investment management services that can enhance family wealth across generations Adaptability to report on diverse portfolios across all asset and product classes Facilitates reconciliations and exceptions handling www.milessoft.com
  9. 9. Fund Accounting A fully integrated solution to meet the rapidly evolving fund administration and accounting needs of today’s investment professionals Offers increased efficiency, reduced risk of error, scheme-wise NAV calculations, fund administration and finalization of accounts Supports NAV calculation with plans having common investment portfolio as well as independent investment portfolio Support multi entities on the same platform All transactional data (portfolio transactions, journal entries, share registry transactions) can be uploaded from MS Excel or text files Security pricing and mark-to-market is performed via an interface from a major price source provider www.milessoft.com
  10. 10. MoneyWare SBL(Security Based Lending) A trusted and scalable solution which covers lending against securities and all asset and product classes Provides complete lifecycle support for lending in investment products to both domestic as well as international markets Functionalities include: • Margin funding – Equity & Mutual Fund • IPO Funding • Commodity Funding • ESOP Funding • Borrowing Management www.milessoft.com
  11. 11. MoneyWare eCompliance A comprehensive solution for trading compliance and portfolio monitoring Highly scalable solution that leverages industry standards and state-of-the-art technologies to improve performance, flexibility and scalability Easily integrates with existing applications such as HR and intranet solutions, active directory services, and data sources www.milessoft.com
  12. 12. MoneyWare FundWare A sophisticated, flexible technology solution that seamlessly integrates and automates the asset management lifecycle Facilitates asset managers to stay ahead of compliance demands, create successful portfolios and make informed investment decisions Supports multiple currencies and asset classes including equities(futures and options), mutual funds, bonds and government securities Contains a comprehensive library of internal and external regulations, mandates and client restrictions Enables portfolio modeling with multi-level hierarchies and classifications Provides instant access to real-time metrics on portfolio performance including risk-adjusted and sector-specific returns, allocation, selection, timing and interaction www.milessoft.com
  13. 13. MoneyWare Custody A one-stop scalable solution to manage the entire custodial business Offers support in all areas of custody operations, including instruction management, securities lending, transaction management and clearing and settlement of trades Extensive security features for tighter monitoring and control High scalability at very low marginal cost Open architecture allows easy building of interfaces to different systems Parameterized audit trail for every maintainable unit User -friendly, customizable GUI www.milessoft.com
  14. 14. MoneyWareTM Solutions for various Financial Services www.milessoft.com
  15. 15. Some of our Customers BANKS FIIs/ HEDGE FUNDS AMCs/INSTITUTIONSBROKERAGES www.milessoft.com Partial List *
  16. 16. Partnerships & Alliances ABC IT Solutions is an IT services provider. Their products and services aim at empowering clients to focus on their core business. ABC provides innovative and practical solutions for any IT-related service requirements Ducont FZ LLC is the leader in providing mobility solutions in the Middle East specializing on the financial, e-government and telecoms sector. Ducont currently services over 150 business houses in the region www.milessoft.com
  17. 17. Management Team Milan Ganatra Founder and CEO  First Generation Entrepreneur with over two decades of hands-on experience in the financial services space  Deep domain knowledge on wealth management and experience in technology Sandeep Presswala Executive Director  Over two decades of business experience in capital markets in wealth management, brokerage, corporate banking, NBFCs  With the IL&FS group for over 12 years and as part of core team successfully set up and built a 14 bn value business that was sold to HSBC Dhawal Kamath Products - Investment Management  Wide experience in Software planning and development, system analysis and system design  Pivotal role in adoption and incorporation of new technologies to the product suite www.milessoft.com
  18. 18. Management Team Hemanshu Siria Development Operations - Investment Management  Heads the development operations for all investment management solutions  Passionate about technology and is involved in researching and creating the learning architecture for the organization Bhaskar Iyer Chief Delivery Officer  Over 30 years of rich experience in the BFSI domain spanning across Product Management, Solution Architecting, Delivery and Program Management and Customer Support Management  Has been associated with Infrasoft Technologies in the past for 12 years Pradeep Paliwal Chief Technology Officer  Technology professional with more 17 years of experience in technology project management & product development  Has been associated with Accenture and Polaris in the past www.milessoft.com
  19. 19. Management Team Sandeep Lalwani Business Development  20 years of rich experience in leading marketing and strategic growth initiatives of software solutions organizations in Asia Pacific and Europe  Has worked with Wells Fargo, H&R Block, Standard Chartered Bank, Deutsche Bank, Bankers Trust, and Citicorp Akash Anand International Business  Post Graduate in Business Administration with over 15 years of experience in private banking, asset management, insurance and business management  Was previously associated with TATA asset management handling their international business division Ashish Bajaj Products - Custody & Fund Management  Over 14 years of experience across in IT Exploration & Application Development, Program & Product Management.  Previously CEO at Infotone System & Services Rakesh Sakaria Chief Financial Officer  Has over 13 years of experience across diverse industries.  Has worked with large Corporations such as Essar Group, McDonalds, Tata Group
  20. 20. Advisory Board Deepak Ghaisas  Former Vice Chairman of i-flex Solutions Ltd. (now Oracle Financial Services Ltd) and one of the founding members of i-flex Solutions Ltd  Expertise spans across business management and management accounting; techno-legal-commercial areas of information technology, risk management, corporate governance, legal affairs, and contract negotiations  Recipient of the CFO Asia Award in 2001, the first ever Indian to win the award NRK Raman  Former MD & CEO, Oracle Financial Services Software Ltd.  Prior role was as Chief Operating Officer responsible for development strategy, global delivery of products and services divisions and managed all aspects of operations, including human resource development, process and quality management  Served as one of the key leaders in directing technology strategies and goals for strategic business units in the company. www.milessoft.com
  21. 21. Board of Directors Steve Canter  Managing Director for Zephyr Management, L.P.  Chairman and CEO of Dreyfus Corporation and Vice Chairman of Mellon Financial Corporation for 35 yrs.  Global CEO for companies such as Kleinwort Benson, Hutchins Institutional Investments and Chase Investors Management Mukul Gulati  Managing Director for Zephyr Peacock India Fund  Held several leadership positions with leading financial information firms including Multex, Reuters, Market Guide (pioneer in the area of financial publishing on the internet.) Mukund Krishnaswami  Managing Partner for Lighthouse Funds  Associated with companies like Mckinsey, Lehman, SAI Investments, Mon Cheri Bridals and RCG Management. www.milessoft.com
  22. 22. Contact Us India Miles Software Solutions Pvt. Ltd. B – 801/806, Trade World, Kamala Mills compound, Senapati Bapat Marg, Lower Parel (W), Mumbai - 13 T: +91-22-66518400 International Miles Software (ME) FZE Miles Software (ME) FZE Dubai: Level 9 ,Monarch Office Towers,1, Ras Al Khaimah: Business Center 3, Sheikh Zaid Road Dubai, Office No. 322, United Arab Emirates Ras Al Khaimah City, United Arab Emirates info@milessoft.com www.milessoft.com
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