Wealth & Asset Management

L&T Infotech has proven expertise that spans across various asset classes including equities, fixed income, derivatives, structured products, capital guaranteed notes, currencies, alternative and non-correlated investments, commodities, precious metals, real estate and artifacts.

Our experience in Wealth Management covers functional areas such as:​​

  • Advisory services
  • Client servicing
  • Research & analytics
  • Portfolio management
  • Asset services
  • Private banking
  • Risk management
  • Investment & fund accounting
  • Performance measurements
  • Compliance & reporting

L&T Infotech works with some of the leading global wealth management firms and has significant insights on the requirements and challenges faced by clients in this industry. Our experience is complemented by our Unitrax® platform. We also run our own Mutual Fund Company. In the past, we have successfully:

  • Built wealth management Portals using rich UI technologies
  • Conceptualized & designed wealth management reporting systems supporting multiple regions
  • Developed multi-regional trading portals supporting trading across multi-asset classes
  • Redesigned & modernized legacy fund accounting systems
  • Designed & developed online investment and advisory & portfolio management systems for our private banking clients
  • Built a comprehensive wealth management solution on a leading BPM platform with a 360 degree customer view

​Some of our proprietary products are:​

  • ​​​​​​​WMS (Wealth Management System): This solution enables viewing of the portfolio and overview of equities, mutual funds, direct debt, and cash. It also gives a graphical layout of portfolio assets.​
  • IFA (Independent Fund Advisor):  A list of fund categories and the schemes offered within these categories display a comparison of the Net Asset Value of client mutual fund schemes vis-à-vis industry peers and the industry benchmark.
  • ​Wealth Management: An integrated B2E solution targeted for a Bank Advisor who caters to Multiple HNIs (High Net Worth Individuals).