Investdirect Capital Services Private Limited is solely focused on the needs of banks, boutique firms, advisory services, fintech companies, wealth management companies, etc.
Investdirect Capital Services Private Limited helps organizations with building and implementing platforms, thus maximizing the value of the entire implementation lifecycle. Our experienced team understands our client’s needs and is focused on providing real-world solutions.
Investdirect's wealth tech solution serves the essential purpose of bridging the gap between individuals and financial markets. By deploying technological innovation, such as automated back-end processes, across the asset classes our wealth tech platform efficiently provides a superior user experience to its clients.
We specialize in wealth and wealth tech solutions and therefore form a better fit for our clients who feel more comfortable using our platforms.
Multi Product Back-Office software is a technology solution designed to help banks, boutique firms, advisory services, fintech companies, wealth management companies, and financial institutions to streamline their operational processes and administrative tasks. The software automates and manages tasks related to portfolio management, investor management, reporting and analytics, AUM reconciliation, brokerage fee computation, and fund administration.
The Mutual Fund platform offered by us is a Plug & Play or customized & seamless platform for digitally onboarding clients to access and manage their mutual fund investments. The system is designed in such a way that a client can have an interactive experience. The platform is highly scalable and provides a flexible transaction approach. It provides a comprehensive dashboard and 360o overview of reports which can be downloaded. The mutual fund platform is user-friendly, responsive, and accessible on different devices such as desktops, laptops, and mobile devices.
We specialize in creating mobile applications that cater to the needs of investors who want to manage their mutual fund investments on-the-go. We have a team of experienced developers who are skilled in creating apps for both Android and iOS platforms. We work closely with clients to understand their requirements and develop customized solutions that meet their unique needs.
We offer a range of services, including app design, development, testing, and deployment. We also provide ongoing support and maintenance to ensure that the app remains up-to-date and secure.
Our Analytical Reporting tool generates a high-quality and deeply insightful analysis of client portfolios by automatically fetching data from multiple sources and processing it on the fly.
The tool is built in such a way that it can handle analytical complexity. One can generate powerful analytical decks in short time frames. The solution is customizable as per the requirements. The output elements are designed to generate PPTs with highly flexible data sizes. The Analytical Reporting tool is highly scalable in terms of growth to meet the user’s changing needs.
Hailing from Jodhpur, Mohit Gang is an investment expert and holds a management degree with dual specialization in Marketing and Finance from MDI, Gurgaon.
His work timeline sparkles with soaring deliveries at leading banks – HSBC and Citibank. Mohit led and managed a portfolio of about $2 Bn in assets driving a network of over 240 Relationship Managers at HSBC. While at Citibank, he took ownership of an annual target of $ 9 million revenues handling multiple assets like Mutual Funds, PMS, Alternates, Bonds etc. Mohit has personally handled HNI & Ultra-HNI portfolios and successfully steered sophisticated investments of his clients during all market cycles.
He is often called on leading news channels like Zee, CNBC etc for his expert opinions and insights on mutual funds and investments.
As a professional, Anil has been doing extensive research on financial sector companies (both Indian and global) for more than 11 years – from the view of imparting investment advice or actual investments for his firms.
He began his career with ICICI Bank in credit risk department and went on to work at renowned Global financial institutions like Morgan Stanley and Marshall Wace. At Marshall Wace – one of the largest equity focused global hedge firm–Anil was associated with Global Financials strategy right from its inception in 2008.
Coming from a business family of Jodhpur, Anil learned the guiles of investments during his higher education when he started investing as a hobby. The hobby gradually turned into a full-fledged career choice. Anil has done his MBA from Jamnalal Bajaj Institute of Management Studies (JBIMS), Mumbai.
Puneet is a qualified Chartered Accountant & member of FRM© program conducted by Global Association of Risk Professionals (GARP). He has extensive experience in Market risk management, Derivatives trading and sales both in India and in international markets.
Puneet has worked for ICICI bank, Merrill Lynch and Bank of America in various capacities over 12 years across locations including Mumbai, Hong Kong and London. At his time with Bank of America Merrill Lynch, Puneet dealt with some of the largest institutional and hedge fund clients based in Europe. Since 2014 Puneet has also been involved with some unique start-ups globally as a financial and strategic partner.
Puneet’s exposure to international markets and investment trends in foreign countries makes him the integral cog to Money Front where he aims at maximizing returns for individual investors.
Dilip, a graduate from Mumbai University has over a decade of experience in Financial Market specialising in the Mutual Fund realm. Before MoneyFront, he worked for Geojit BNP Paribas with a dedication to client satisfaction and operations.
Please feel free to send us your CV, and we will get in touch with you as soon as we need someone with your expertise!
Disclaimer :
Investdirect Capital Services Private Limited is an AMFI-registered Investment Distributor (Non-individual) with ARN No. 106136. The Company does not furnish any guarantees, warranties, or representations, express or implied, on products offered through the platform. The Company accepts no liability for any damages or losses however caused, in connection with investments made through the platform. Terms and conditions of the website are applicable at all times.
Mutual fund investments are subject to market risks. Please read all Scheme Information Documents (SID) /Key Information Memorandum (KIM) and addendums issued thereto from time to time information and other related documents carefully before investing.
