Our Three Step Process

Vasuki

Our Three Step Process

Vasuki

The application, developed for Vasuki India, manages financial records for investors through a structured workflow involving Admins, Employees, Distributors, and Investors. It supports scheme creation, investment tracking, and report generation, with features like encrypted data security, dynamic email templates, and real-time tickers for investor updates. The platform ensures seamless role-based access, enabling efficient management of schemes, investors, and performance data.

Client Background

Vasuki India: Transforming Financial Management
A leading fund management firm managing ₹5,000+ crores in assets across 50+ investment schemes.

The Challenge

  • Manual Processes: 60+ hours/week wasted on Excel-based reporting

  • Investor Distrust: Outdated portfolio information eroding confidence

  • Compliance Risks: Decentralized data with no audit trails

  • Scalability Limits: Couldn't onboard new schemes without IT support

Our FinTech Solution

  1. Multi-Role Digital Platform

    • Admin Portal: Scheme creation, NAV updates, user management

    • Investor Dashboard: Real-time portfolio tracking (AUM, NAV, units)

    • Distributor View: Commission tracking & client management

  2. Automated Compliance Engine

    • Auto-generated SEBI reports (weekly/monthly/quarterly)

    • Digital audit trails for all transactions

  3. Secure Data Architecture

    • AES-256 encrypted investor data

    • Role-based access controls (RBAC)

Tech Stack:
Python Django Snowflake AWS GovCloud Terraform

Tangible Results

70% Faster Reporting
(10-minute automated reports vs 8 hours manually)

40% Higher Investor Satisfaction
Through real-time dashboards and alerts

100% Regulatory Compliance
Zero SEBI violations post-implementation

₹3M Annual Savings
In operational costs

Client Testimonial

"DevAnsh's platform transformed how 50,000+ investors interact with their portfolios. We've become the benchmark for tech-driven asset management in India."
— CTO, Vasuki India

Client Background

Vasuki India: Transforming Financial Management
A leading fund management firm managing ₹5,000+ crores in assets across 50+ investment schemes.

The Challenge

  • Manual Processes: 60+ hours/week wasted on Excel-based reporting

  • Investor Distrust: Outdated portfolio information eroding confidence

  • Compliance Risks: Decentralized data with no audit trails

  • Scalability Limits: Couldn't onboard new schemes without IT support

Our FinTech Solution

  1. Multi-Role Digital Platform

    • Admin Portal: Scheme creation, NAV updates, user management

    • Investor Dashboard: Real-time portfolio tracking (AUM, NAV, units)

    • Distributor View: Commission tracking & client management

  2. Automated Compliance Engine

    • Auto-generated SEBI reports (weekly/monthly/quarterly)

    • Digital audit trails for all transactions

  3. Secure Data Architecture

    • AES-256 encrypted investor data

    • Role-based access controls (RBAC)

Tech Stack:
Python Django Snowflake AWS GovCloud Terraform

Tangible Results

70% Faster Reporting
(10-minute automated reports vs 8 hours manually)

40% Higher Investor Satisfaction
Through real-time dashboards and alerts

100% Regulatory Compliance
Zero SEBI violations post-implementation

₹3M Annual Savings
In operational costs

Client Testimonial

"DevAnsh's platform transformed how 50,000+ investors interact with their portfolios. We've become the benchmark for tech-driven asset management in India."
— CTO, Vasuki India

The application, developed for Vasuki India, manages financial records for investors through a structured workflow involving Admins, Employees, Distributors, and Investors. It supports scheme creation, investment tracking, and report generation, with features like encrypted data security, dynamic email templates, and real-time tickers for investor updates. The platform ensures seamless role-based access, enabling efficient management of schemes, investors, and performance data.

Client Background

Vasuki India: Transforming Financial Management
A leading fund management firm managing ₹5,000+ crores in assets across 50+ investment schemes.

The Challenge

  • Manual Processes: 60+ hours/week wasted on Excel-based reporting

  • Investor Distrust: Outdated portfolio information eroding confidence

  • Compliance Risks: Decentralized data with no audit trails

  • Scalability Limits: Couldn't onboard new schemes without IT support

Our FinTech Solution

  1. Multi-Role Digital Platform

    • Admin Portal: Scheme creation, NAV updates, user management

    • Investor Dashboard: Real-time portfolio tracking (AUM, NAV, units)

    • Distributor View: Commission tracking & client management

  2. Automated Compliance Engine

    • Auto-generated SEBI reports (weekly/monthly/quarterly)

    • Digital audit trails for all transactions

  3. Secure Data Architecture

    • AES-256 encrypted investor data

    • Role-based access controls (RBAC)

Tech Stack:
Python Django Snowflake AWS GovCloud Terraform

Tangible Results

70% Faster Reporting
(10-minute automated reports vs 8 hours manually)

40% Higher Investor Satisfaction
Through real-time dashboards and alerts

100% Regulatory Compliance
Zero SEBI violations post-implementation

₹3M Annual Savings
In operational costs

Client Testimonial

"DevAnsh's platform transformed how 50,000+ investors interact with their portfolios. We've become the benchmark for tech-driven asset management in India."
— CTO, Vasuki India