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.
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.
Our Products and Services
Services
Bespoke solutions for Research, analytics, operational automations, reporting and Client Engagement.
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.
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Investment Proposals
High quality proposals for new prospects.
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Portfolio Reviews & Monitoring
Deep analytics, portfolio performance and benchmarking.
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.
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Enhance Productivity
Manage 2x-3x more clients with the same workforce.
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Optimize Efficiency
Drastic reduction in cost & time for portfolio reviews and proposals.
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.
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Single Platform
Drive coordination using single platform between RM, Advisory, Product and Service team.
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Data interoperability
Data flows seamlessly across teams and use cases.
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
Raw concall transcripts on same day
As Q3 FY24 begins, DistrictD launches machine generated raw concall transcripts.
Udit Garg
Jan 1, 2024
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.
