Building everything at ABCX

Failed attempt at building a financial app. Love the experience of speaking to a lot of cool folks tho.

Helped in building a mobile-first guided investment platform for young working millennials. Glide Invest by Motilal Oswal. Our vision is to expand the financial knowledge and mutual fund investors in India.Few modules that we built with an awesome tech team. Goal Based Investments, Smart Investment Plans, Custom Plans, Direct Mutual Funds, Rewards & Referrals.

Designing and Developing products for clients

Developed algorithmic-based Robo Advisory Platform (one of India’s very first such platforms) for suggesting mutual fund schemes.Gathered and analysed the business and technology requirements from the client. Led business requirement documentation like functional, technical, database diagram, high-level architecture diagram, project plan and estimated completion time.Implemented Black-Litterman [Asset Allocation], CPPI (Constant proportion portfolio insurance) [Rebalancing], GRG (Generalized Reduced Gradient) [Off-track logic] algorithms for the Indian market. Understood the requirement and made changes based on the same.Filtered the entire mutual fund universe to recommend the best mutual fund schemes for the end customers.Understood the tax and load implications and made sure the recommended schemes are operationally possible.Led the Machine Learning and Software Development team to deliver a ready to use white-labelled Robo-advisory portal.Interacted with third-party vendors to get the quotation, requirements, and communicate with internal teams.Created Store Procedures and managed database for the portal.Interacted with clients, management, and internal teams frequently to smoothly complete the project plan.Performed testing on the Roboadvisory platform using Monte Carlo simulation, back-tested the results, and portal using Selenium.