Bringing technology and data into investment decision making

Use our tailor-made solutions for cutting edge Stock Research, Financial Analytics, Portfolio Analysis & Monitoring, Automated Client Reporting & Engagement across asset and wealth management.

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Our Products and Services

DistrictD.Co

Professional Research tools for indian equities using financial models.

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DDWealth

Middle Office Solutions for analytics, reporting and advisory tasks.

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Services

Bespoke solutions for Research, analytics, operational automations, reporting and Client Engagement.

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Build your own Product IP to Boost your sales

Elegant & deep analysis of portfolios to generate new investment ideas. No more standard colorless reports, but completely tailormade Portfolio Reviews & Investment Proposals.

  • Investment Proposals

    High quality proposals for new prospects.

  • Portfolio Reviews & Monitoring

    Deep analytics, portfolio performance and benchmarking.

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Drive productivity and operational efficiency

Leverage technology to build scalable and efficient systems to help cater to a wider client base with wider use cases.

  • Enhance Productivity

    Manage 2x-3x more clients with the same workforce.

  • Optimize Efficiency

    Drastic reduction in cost & time for portfolio reviews and proposals.

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Unified Operating Layer for all teams

Move beyond the data keeping tasks of a back office. Empower all teams to achieve client facing actionables efficiently.

  • Single Platform

    Drive coordination using single platform between RM, Advisory, Product and Service team.

  • Data interoperability

    Data flows seamlessly across teams and use cases.

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Best Services Grow Your Business Value

Globally actualize cost effective with resource maximizing leadership skills.

Portfolio Review

Indepth portfolio reviews for both clients and prospects. Ability to merge and analyse portfolios from multiple sources as well.

Key Features...
  • Multi asset class
  • All product types
  • Multi advisor handling
  • Drilldown into underlyings
  • Returns and benchmarking
  • Portfolio Quants
  • PPT, PDF, HTML, API outputs

Portfolio Monitoring

Monitor portfolios scientifically. Create and monitor Investment Portfolio Guidelines (IPG) across 80+ parameters. Automated alerts for deviations.

Prospect & Investment Proposals

Maintain Model Portfolio strategies mapped to risk/client profiles and generate proposal decks.

Operational Automations - Service & Product

Integrate multiple teams on the same platform to derive synergies in working. Data moves seamlessly across multiple teams triggering actionables.

Key features...
  • Product lifecycle management
  • Product benchmarking & updates
  • Client onboarding workflow
  • Product documentation workflow
  • Tasks and requests management
  • Drawdowns tracker
  • Knowledge management

Why Us?

We Work as Partners

We work across multiple internal stakeholders; design an effiicient solution to drive long-term value.

Domain Experience

Deep domain experience across Investment & wealth management and banking.

Technological Excellence

Expertise in latest Tech Stack and AI/ML domain.

Marquee Existing Clientienle

5 out of top 20 wealth managers partner with us.

Be future ready

We bring new ideas to keep you ahead of the curve.

Blog

Check our Latest News and Update

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Quality of Financial Models (FY24 Update)

Just like every year, we did analysis on our financial models performance and here is the detailed sector-wise analysis of our coverage of 1026 companies.

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Mohit Sharma
June 21, 2024
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Raw concall transcripts on same day

As Q3 FY24 begins, DistrictD launches machine generated raw concall transcripts.

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Udit Garg
Jan 1, 2024
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CUSTOMER TEACHINGS, PROBLEMS AND US

Most of what I previously wrote was from our point of view, our vision, our ideas etc. However this is one from the other end. Over the past year I have interacted with nearly 500 professional investors, fund managers, brokers, analysts, bankers, consultants across all sizes of institutions. I saw them as my advisors, mentors, clients, friends and took in whatever they had to throw at us. Went back to our desks, updated our plans and solved the problems that they gave us.

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Udit Garg
June 8, 2022