Ecosystem approach to
Wealth Management

The FinSpot approach

  • Ecosystem Approach to Wealth Management
  • Choose the expert for each area
  • Pay the expert for his expertise – nothing else
  • Qualitatively, Quantitatively compare all experts
  • All your data in one place – easy, secure sharing
  • All info, delivered proactively, when you need it
  • Stay on top of things constantly, minimal effort
  • Execute from FinSpot – cheaper, hassle free
  • Comprehensive – Equity, Derivatives, Mutual
  • Funds, Deposits/Bonds, Insurance, Property, Tax
  • Asset Allocation based on your specific needs
  • Cash flow tracking – detect crunches early
  • Seamless connectivity to multiple vendors
  • Mechanisms for automated trade capture
  • Human Advisors or Robot – both supported
  • Integrated Call, Chat and even Video Call
  • Professional grade data, analytics and tools
  • Global coverage – almost all markets
  • Multi-currency, multi asset class support
  • Document Vault, local or secure cloud

Other benefits

  • Once verified, docs in FinSpot usable anywhere
  • Share info securely – even anonymously
  • Maintain Health info, docs – ultimate Wealth
  • No more boring reports – interactive, engaging
  • Native, high performance iPad application
  • Decentralized approach for greater security
  • As simple or as sophisticated as you want
  • Open Architecture, connect seamlessly, securely

Prasad V L

Prasad V L has over 20 years global experience in the technology and finance domains. He was a Director at Evolution Capital Management (2002-2009), a Hedge Fund focusing on Asia-Pacific markets. Prior to that he was Vice-President on the Asia Portfolio Trading desk at Lehman Brothers Japan (1996-2002). He holds a B.Tech. in Computer Science from the National Institute of Technology, Warangal.

18 Developers, total experience over 100 years.

Expertise in all aspects – Design, Native/Hybrid/Web Development, Servers and Databases.

Contact us
Feel free to contact.

Teligenz Tech Solutions Pvt. Ltd.

Manu Plaza 1st Floor 3C-902, 9th Main Kalyan Nagar, 1st Block Bangalore, Karnataka. INDIA
Pin - 560043

(91) 80 4216 7146