SEBI RIAs, wealth advisors, portfolio managers

Portfolio Analytics Platform Engineering

CAMS CAS-powered portfolio tracking and P&L analytics for SEBI RIAs and wealth advisors.

The Problem

Wealth advisors lack consolidated portfolio views. Client data lives across CAMS, KARVY, and BSE systems — making holistic P&L reporting and XIRR calculations nearly impossible without custom engineering.

Our Approach

We build portfolio analytics platforms that import CAMS CAS PDFs automatically, compute XIRR/CAGR in real-time, generate AMC-wise P&L reports, and power client-facing dashboards with SIP performance tracking.

Key Features

CAMS & KARVY CAS PDF parser & import

Real-time AUM tracking across all AMCs

XIRR, CAGR, and absolute return calculations

AMC-wise portfolio breakdown & fund analytics

SIP performance charting & projection tools

Gain/Loss P&L reporting with tax implications

Goal-based portfolio tracking & milestones

Client-facing portfolio statements (PDF)

Technical Architecture

Next.js or React.js frontend, Python Pandas computation backend, PostgreSQL for portfolio data, Redis caching for dashboard metrics, S3 for document storage.

Next.jsPython PandasPostgreSQLRedisAWS S3CAMS APIs

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