Portfolio Managers

Portfolio Managers

Service overview

WealthSpectrum for discretionary, non-discretionary and advisory business:

Scalable portfolio accounting engine for high volume transaction processing
Performance measurement and reporting consistent with GIPS
Powerful and flexible and model portfolio management tools for rebalancing large number of portfolios
Order routing and trade order reconciliation
Block trade and allocations
Fee billing and incentive calculations
Customised client portal for investor access

Leading portfolio managers use WealthSpectrum providing discretionary, non-discretionary and advisory services to their high networth clients. Partial list of clients:

HDFC Asset Management
Reliance Capital Asset Management
Franklin Templeton
ICICI Prudential Asset Management
ING Investment Management
HSBC Global Asset Management
Axis Asset Management
IDFC Asset Management
BNP Paribas Investment Management
L&T Investment Management
Pramerica Asset Managers.

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Applied Software Pvt. Ltd.

Ahmedabad (India)

Insurance and Financial Services

Service Provider


About Company

WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focussed on financial services industry. Applied Software has a successful track record of over a decade providing solutions based on leading edge technologies to the customers in India and the United States. We and our subsidiary in the United States ' Applied Software, Inc. are entirely funded by promoter's capital and retained earnings, and there is no outside borrowing or funding to date. Kirit has about three decades of experience in business and in senior executive positions with large corporations including IBM and Ingersoll ' Rand. He holds Master's degree in engineering from the University of California, Berkeley and Master of Business Administration degree from the University of Pittsburgh. Mihir has worked with Oracle Corporation at the headquarters in Redwood Shores, California as a software developer for the supply chain modules of the Oracle e-business suite. WealthSpectrum was conceived by him and he left Oracle Corporation to get into business. He holds Bachelor's degree in Computer Engineering from Gujarat University in India and Master's degree in Computer Science and Engineering from Oregon Graduate Institute, Beaverton, OR and holds several professional certifications. . view more »

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