Miles is a software company that provides technological solutions for asset and wealth management. It was founded in 1999 and has over a decade of experience in this domain. It has various product lines for portfolio management, securities lending, custody management and fund management. It caters to clients across Asia, Middle East and Europe with over 8 out of 10 portfolio management systems in India licensed by Miles.

1. Miles
Miles Software
Delivering Technological Excellence in Asset and Wealth Management
Delivering Technological Excellence in Asset and Wealth Management
www.milessoft.com

2. Outline
Company Introduction
Clients/Partners
MoneyWare Integra
Case Study
Team
www.milessoft.com 2

3. Outline
Company Introduction
Clients/Partners
MoneyWare Integra
Case Study
Team
www.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 customers
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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 process
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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 Certification
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7. MoneyWare – Integrated Solutions for Financial Services
MoneyWare
Product suite comprising
comprehensive and integrated
solutions for various financial
services to accelerate business
performance
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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 Products
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9. Outline
Company Introduction
Clients/Partners
MoneyWare Integra
Case Study
Team
www.milessoft.com 9

10. Customers
Banks
FIIs/
Hedge Funds
AMCs/
Institutions
Brokerages
www.milessoft.com Partial List *

11. Global Installations
CANADA
UNITED KINGDOM
USA LUXEMBOURG
KINGDOM OF SAUDI ARABIA
OMAN
HONG KONG
INDIA BANGLADESH
UAE
SINGAPORE
MAURITIUS
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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 India's 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 industry
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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.
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14. Outline
Company Introduction
Clients Partners
MoneyWare Integra
Case Study
Team
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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 more
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16. Front Office
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17. Back Office
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18. Client Portal
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19. Functional Architecture
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20. Application Architecture
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21. Technical Architecture
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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 tablets
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23. Outline
Company Introduction
Clients Partners
MoneyWare Integra
Case Study
Team
www.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 portal
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25. Outline
Company Introduction
Clients Partners
MoneyWare Integra
Case Study
Team
www.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 years
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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 past
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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 Group
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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.
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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 Management
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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.com
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