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Miles corporate ppt v3 2012 Presentation Transcript

  • 1. Miles Miles Software Delivering Technological Excellence in Asset and Wealth Management Delivering Technological Excellence in Asset and Wealth Managementwww.milessoft.com
  • 2. Outline Company Introduction Clients/Partners MoneyWare Integra Case Study Teamwww.milessoft.com 2
  • 3. Outline Company Introduction Clients/Partners MoneyWare Integra Case Study Teamwww.milessoft.com 3
  • 4. Overview Strong Foundation • Founded in 1999 by professionals from finance and technology space Best-of-Breed Products for Global Capital Markets • 4 main product lines - Wealth & Portfolio Management, Securities-based Lending, Custody Management & Fund Management Domain Expertise in Wealth Management • Modules for Investment Management, Financial Planning, Revenue & Incentive Management, Family Offices Functions, Middle/Back Office and Accounting Clientele across Asia Pacific, Middle East & Europe • Clientele across various geographies - private banks, asset management companies, brokerage firms, wealth advisors, financial institutions and family offices Established Market Presence • 8 out of 10 PMS license holders and 6 out of 10 WMS installations in Indian asset and wealth management space are our customerswww.milessoft.com 4
  • 5. Miles DNA – Building Value through Excellence • Insightful Thought leadership in financial services industry Rich Domain Expertise • In-depth understanding of asset and wealth management • Robust functionality and modular scalable architecture Scalable and Integrated • Seamless integration with multiple business applications Solutions • Ability to support multi-scale operations • Fast time to market of new offerings Maximized ROI • Lower operational risks & costs • Ability to productize emerging business requirements Customer First • Prompt service and ongoing support for business continuity • Management team with in-depth capital market experience Talent Pool of Experienced • Company Board members bringing wealth of global experience in Financial Professionals Services domain Quality Processes • Adherence to industry standards and ethical work practices • Well defined project management & implementation processwww.milessoft.com 5
  • 6. Milestones Foundation Consolidation Expansion  Launched MoneyWareTM products  Moved to Enterprise space Vantage, Custody, FundWare  Founded Miles with MoneyWareTM ,  International Installations  Diversified into Managed Services a retail product targeting portfolio  Launched MoneyWareTM Integra- Wealth Business management management suite of solutions  Microsoft Gold Certificationwww.milessoft.com 6
  • 7. MoneyWare – Integrated Solutions for Financial Services MoneyWare Product suite comprising comprehensive and integrated solutions for various financial services to accelerate business performancewww.milessoft.com 7
  • 8. Managed Services – Complementing MoneyWare Revenue & Transaction Fund Performance & Incentive Management Administration Reporting Management Miles Managed Services Offerings Services offerings integrated with MoneyWare product suite MoneyWare Productswww.milessoft.com 8
  • 9. Outline Company Introduction Clients/Partners MoneyWare Integra Case Study Teamwww.milessoft.com 9
  • 10. Customers Banks FIIs/ Hedge Funds AMCs/ Institutions Brokerageswww.milessoft.com Partial List *
  • 11. Global Installations CANADA UNITED KINGDOM USA LUXEMBOURG KINGDOM OF SAUDI ARABIA OMAN HONG KONG INDIA BANGLADESH UAE SINGAPORE MAURITIUSwww.milessoft.com 11
  • 12. Clientele: International Installations (Muscat )With assets worth over RO 1.5 billion, Bank Dhofar is one of the fastest growing banks in the Sultanate of Oman (Kingdom of Saudi Arabia) RUSD Investment Bank Inc offers a new facet of Islamic investment and financial services to private individuals of Banks and financial institutions, insurance companies etc. (Dubai) Leading Swiss private bank based in Basel, Switzerland. (London) One of Indias leading banking and financial services groups, offering wide range of financial services (London) Huet Capital is a specialist investment boutique that offers innovative investment products to individuals, corporate bodies and trusts. (Mauritius) CIM provides a comprehensive range of asset management solutions (Portland) A leading global wealth advisory firm that delivers independent investment management solutions to wealthy families and individuals (Singapore) UTI AMC, largest retail asset management company in India, has more than 10 million investor accounts worldwide (Singapore) With a market share of 21 percent, Deutsche Bank is the largest foreign exchange dealer in the world (Singapore) Private equity firm with over $2.6 billion aggregate annual revenue and $460 million in transactions and growth capital (Toronto) Specializes in the implementation of client-centric wealth management solutions across all major sectors of the financial service industrywww.milessoft.com 12 Partial List *
  • 13. Partners & Alliances India UAE Wipro Limited provides IT solutions Ducont FZ LLC is the leader in and services, including systems providing mobility solutions in the integration, information systems Middle East specializing on the outsourcing, IT enabled services, financial, e-government and telecoms software application development sector. MphasiS is a $1 billion global service provider, delivering technology based solutions to clients across the world. South Africa ABC IT Solutions is an IT services provider of innovative and practical HP is among the world’s largest IT solutions for any IT-related service companies with a portfolio that spans requirements. printing, personal computing, software, services and IT infrastructure. Bangladesh United Kingdom Flora Telecom’s provides Enterprise solutions to telecommunication, Funds-Axis has industry leading financial services, Government sectors expertise in global regulatory as well as large multinational & disclosures rules and UCITS manufacturing enterprises. investment and borrowing rules.www.milessoft.com 13
  • 14. Outline Company Introduction Clients Partners MoneyWare Integra Case Study Teamwww.milessoft.com 14
  • 15. Components Key Components of MoneyWare Integra Complete Asset Class Coverage Client Relationship Management Components Financial Planning Front Office Portfolio Management Trade Order Management Revenue & Incentive Management Components Back Office Transactions & Settlement Management Client Portfolio Client Portal Held Away Assets Click on any component to know morewww.milessoft.com 15
  • 16. Front Officewww.milessoft.com 16
  • 17. Back Officewww.milessoft.com 17
  • 18. Client Portalwww.milessoft.com 18
  • 19. Functional Architecturewww.milessoft.com 25
  • 20. Application Architecturewww.milessoft.com 26
  • 21. Technical Architecturewww.milessoft.com 27
  • 22. Product Roadmap  Client Portal integration for single point reporting of Wealth Management and Margin Funding business  Integration with SAP BO  Integration with Global Funds Distribution B2B platforms like All Funds Bank, Skandia, Allico, Zurich, Aviva etc.  Compatibility with next-generation tabletswww.milessoft.com 28
  • 23. Outline Company Introduction Clients Partners MoneyWare Integra Case Study Teamwww.milessoft.com 29
  • 24. Case Study Client ICICI Bank Nature of Business India’s 2nd Largest Bank Privilege Banking/ Wealth Management firm focused on providing a single view across all Financial Products offered by the Bank. Solution Implemented Implementation of Wealth Management modules across all asset classes • CRM • Transaction Processing • Financial Planning • Revenue & Incentive Management • Internet Banking • On-line transaction by Clients • Aggregated Statements Key Challenges • Integrated view to clients across all relationship with the Bank and provide advice to clients on Investment Products • On-line investments of Mutual Funds • Handling 0.5 million accounts with Estimated increase in workload by 10% every year Current Status Live since January 2011 Upgrades • Mutual Fund underlying portfolio analysis • Private equity investment management along with tracking of commitments and draw downs • Integration of online orders through client portalwww.milessoft.com 30
  • 25. Outline Company Introduction Clients Partners MoneyWare Integra Case Study Teamwww.milessoft.com 31
  • 26. 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 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 yearswww.milessoft.com 32
  • 27. Management Team Pradeep Paliwal Chief Technology Officer  Technology professional with more than 17 years of experience in technology project management & product development  Has been associated with Accenture and Polaris in the past 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 Hemanshu Siria Client Services  Over 10 years of hands on experience in managing development operations for investment management solutions  Currently heading the client services vertical across all geographies Himanshu Maheshwari Managed Services  Certified Chartered Accountant with over 12 years experience across various Capital Market operations - derivatives, wealth management, mutual funds & MIS  Has been associated with JM Financial Services and DSP Merrill Lynch in the pastwww.milessoft.com 33
  • 28. 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 Global Business  Post Graduate in Business Administration with over 16 years of experience in private banking, asset management, insurance and business management  Held various leadership positions with pedigree organization’s like Tata Asset Management, HSBC Investdirect, Birla SunLife & Max New York Life Ashish Bajaj Products - Custody & Fund Management  Over 14 years of experience across 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 Groupwww.milessoft.com 34
  • 29. 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 35
  • 30. 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 Managementwww.milessoft.com 36
  • 31. Contact Us India UAE Miles Software Solutions Pvt. Ltd. Miles Software (ME) FZE B - 801, Trade World, Level 9, Monarch Office Towers, Kamala Mills, Lower Parel (W), 1, Sheikh Zayed Road , Mumbai - 13 Dubai T: +91-22-66518400 T: +971 (4) 372 1370-74 info@milessoft.com www.milessoft.comwww.milessoft.com 37