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Miles
Miles Software
Delivering Technological Excellence in Asset and Wealth Management

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

Outline

Company Introduction

Clients/Partners

MoneyWare Integra

Case Study

Team

www.milessoft.com 2

Outline


Clients/Partners

MoneyWare Integra

Case Study

Team

www.milessoft.com 3

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

www.milessoft.com 4

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

www.milessoft.com 5

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

www.milessoft.com 6

MoneyWare – Integrated Solutions for Financial Services

MoneyWare
Product suite comprising
comprehensive and integrated
solutions for various financial
services to accelerate business
performance

www.milessoft.com 7

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

www.milessoft.com 8

Outline


Clients/Partners

MoneyWare Integra

Case Study

Team

www.milessoft.com 9

Customers

Banks

FIIs/
Hedge Funds

AMCs/
Institutions

Brokerages

www.milessoft.com Partial List *

Global Installations

CANADA

UNITED KINGDOM
USA LUXEMBOURG

KINGDOM OF SAUDI ARABIA
OMAN
HONG KONG
INDIA BANGLADESH
UAE

SINGAPORE

MAURITIUS

www.milessoft.com 11

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
www.milessoft.com 12 Partial List *

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.

Outline


Clients Partners

MoneyWare Integra

Case Study

Team


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

Front Office


Back Office


Client Portal


Functional Architecture


Application Architecture


Technical Architecture


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


Outline


Clients Partners

MoneyWare Integra

Case Study

Team


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

Outline


Clients Partners

MoneyWare Integra

Case Study

Team


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


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

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

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.

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


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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