2. Miles Software – Solutions for Financial Services
“Trusted Techno-Business Partner Delivering Excellence and Value
to Financial Services Firms Globally.”
Founded in 1999 by professionals from finance and technology space. Headquartered in
Mumbai, India with offices in UAE
Over 250 customers across leading financial institutions in India, Asia Pacific, Middle East and
Europe
Diverse customer base includes private banking institutions, asset management companies,
brokerage firms, wealth advisors, financial institutions and corporate houses
MoneyWare, flagship product suite, offer scalable and integrated solutions enabling
organizations to accelerate business performance
Portfolio of products for Wealth and Portfolio management, Securities lending, Custody
management & Fund management
www.milessoft.com
4. Our DNA – Building Value through Excellence
Rich Domain Expertise
In-depth understanding and rich domain expertise of the wealth management solutions
Insightful thought leadership in the financial services domain
Scalable and Integrated Solutions
Innovative and end-to-end technology solutions focused on all customer segments
Robust functionality, seamless integration and scalable architecture offers maximum
operational efficiency
Improved Flexibility and Innovation
Fast time to market of new offerings
Ease of adoption of new business process
Customer First
Lower operational risk and costs through well-defined project management and
implementation process
Strong delivery capability, quick and efficient problem solving
Quality Processes / Best Practices
Our service offerings adhere to global best practices, including ethical work practices and
best-in-class quality and security standards
www.milessoft.com
5. Integrated Product Suite
Functionally-rich, Wealth
Management
integrated Solution
solutions for Portfolio
Custody Management
wealth, asset and System
investment
management firms
targeted to their
unique needs
FundWare MoneyWare Family
Product Suite Office
Achieve
operational
excellence,
increased
productivity and
eCompliance Fund
improved service Accounting
Security
Based
Lending
www.milessoft.com
6. WMS
(Wealth Management System)
An integrated Wealth Management solution that automates the entire suite
of investments during the lifecycle of wealth creation, growth and
management
Offers tools for client management, portfolio management, financial and investment planning, revenue
management, order management and online web access into a single unified platform
Enables financial institutions to derive rich integrated insights about the HNI client’s investment
portfolio and tracking transactions
Modules include Financial Planning, FA Workstation & CRM, Revenue and Incentive Management, Trade
Order Management and Web Pro / Web Pro Mobile
Offers superior features for all client segments from mass affluent to high net worth investors and
enables wealth management firms to support discretionary, advisory and brokerage businesses
www.milessoft.com
7. PMS
(Portfolio Management System)
A scalable portfolio management solution with ease of flexibility and
integration at a cost-effective proposition
Adapts to diverse portfolios across all asset / product class
Long and short trading capabilities and the associated checks and balances
Facilitates electronic download / upload from / to other systems
Manages reconciliations and exceptions
Automates all corporate actions
Provides extensive reporting and analytical capabilities across all asset and product classes
www.milessoft.com
8. Family Office
A highly customized solution for ultra high net worth families for informed
decision making and reduced risk across all asset classes
Adaptability to report on diverse portfolios across all asset and product classes
Facilitates investment managers in offering superior wealth and investment management services
that can enhance family wealth across generations
Adaptability to report on diverse portfolios across all asset and product classes
Facilitates reconciliations and exceptions handling
www.milessoft.com
9. Fund Accounting
A fully integrated solution to meet the rapidly evolving fund administration
and accounting needs of today’s investment professionals
Offers increased efficiency, reduced risk of error, scheme-wise NAV calculations, fund administration
and finalization of accounts
Supports NAV calculation with plans having common investment portfolio as well as independent
investment portfolio
Support multi entities on the same platform
All transactional data (portfolio transactions, journal entries, share registry transactions) can be
uploaded from MS Excel or text files
Security pricing and mark-to-market is performed via an interface from a major price source
provider
www.milessoft.com
10. MoneyWare SBL
(Security Based Lending)
A trusted and scalable solution which covers lending against securities and
all asset and product classes
Provides complete lifecycle support for lending in investment products to both domestic as well
as international markets
Functionalities include:
• Margin funding – Equity & Mutual Fund
• IPO Funding
• Commodity Funding
• ESOP Funding
• Borrowing Management
www.milessoft.com
11. MoneyWare eCompliance
A comprehensive solution for trading compliance and portfolio monitoring
Highly scalable solution that leverages industry standards and state-of-the-art technologies to
improve performance, flexibility and scalability
Easily integrates with existing applications such as HR and intranet solutions, active directory
services, and data sources
www.milessoft.com
12. MoneyWare FundWare
A sophisticated, flexible technology solution that seamlessly integrates and
automates the asset management lifecycle
Facilitates asset managers to stay ahead of compliance demands, create successful portfolios and
make informed investment decisions
Supports multiple currencies and asset classes including equities(futures and options), mutual
funds, bonds and government securities
Contains a comprehensive library of internal and external regulations, mandates and client
restrictions
Enables portfolio modeling with multi-level hierarchies and classifications
Provides instant access to real-time metrics on portfolio performance including risk-adjusted and
sector-specific returns, allocation, selection, timing and interaction
www.milessoft.com
13. MoneyWare Custody
A one-stop scalable solution to manage the entire custodial business
Offers support in all areas of custody operations, including instruction management, securities
lending, transaction management and clearing and settlement of trades
Extensive security features for tighter monitoring and control
High scalability at very low marginal cost
Open architecture allows easy building of interfaces to different systems
Parameterized audit trail for every maintainable unit
User -friendly, customizable GUI
www.milessoft.com
15. Some of our Customers
BANKS
FIIs/
HEDGE FUNDS
AMCs/
INSTITUTIONS
BROKERAGES
www.milessoft.com Partial List *
16. Partnerships & Alliances
ABC IT Solutions is an IT services provider. Their products and services aim at
empowering clients to focus on their core business. ABC provides innovative
and practical solutions for any IT-related service requirements
Ducont FZ LLC is the leader in providing mobility solutions in the Middle East
specializing on the financial, e-government and telecoms sector. Ducont
currently services over 150 business houses in the region
www.milessoft.com
17. Management Team
Milan Ganatra Founder and CEO
First Generation Entrepreneur with over two decades of hands-on
experience in the financial services space
Deep domain knowledge on wealth management and experience in
technology
Sandeep Presswala Executive Director
Over two decades of business experience in capital markets in wealth
management, brokerage, corporate banking, NBFCs
With the IL&FS group for over 12 years and as part of core team successfully
set up and built a 14 bn value business that was sold to HSBC
Dhawal Kamath Products - Investment Management
Wide experience in Software planning and development, system analysis and
system design
Pivotal role in adoption and incorporation of new technologies to the
product suite
www.milessoft.com
18. Management Team
Hemanshu Siria Development Operations - Investment Management
Heads the development operations for all investment management
solutions
Passionate about technology and is involved in researching and creating the
learning architecture for the organization
Bhaskar Iyer Chief Delivery Officer
Over 30 years of rich experience in the BFSI domain spanning across Product
Management, Solution Architecting, Delivery and Program Management and
Customer Support Management
Has been associated with Infrasoft Technologies in the past for 12 years
Pradeep Paliwal Chief Technology Officer
Technology professional with more 17 years of experience in technology
project management & product development
Has been associated with Accenture and Polaris in the past
www.milessoft.com
19. Management Team
Sandeep Lalwani Business Development
20 years of rich experience in leading marketing and strategic growth initiatives of
software solutions organizations in Asia Pacific and Europe
Has worked with Wells Fargo, H&R Block, Standard Chartered Bank, Deutsche Bank,
Bankers Trust, and Citicorp
Akash Anand International Business
Post Graduate in Business Administration with over 15 years of experience in private
banking, asset management, insurance and business management
Was previously associated with TATA asset management handling their international
business division
Ashish Bajaj Products - Custody & Fund Management
Over 14 years of experience across in IT Exploration & Application Development,
Program & Product Management.
Previously CEO at Infotone System & Services
Rakesh Sakaria Chief Financial Officer
Has over 13 years of experience across diverse industries.
Has worked with large Corporations such as Essar Group, McDonalds, Tata Group
20. Advisory Board
Deepak Ghaisas
Former Vice Chairman of i-flex Solutions Ltd. (now Oracle Financial Services
Ltd) and one of the founding members of i-flex Solutions Ltd
Expertise spans across business management and management accounting;
techno-legal-commercial areas of information technology, risk
management, corporate governance, legal affairs, and contract negotiations
Recipient of the CFO Asia Award in 2001, the first ever Indian to win the
award
NRK Raman
Former MD & CEO, Oracle Financial Services Software Ltd.
Prior role was as Chief Operating Officer responsible for development
strategy, global delivery of products and services divisions and managed all
aspects of operations, including human resource development, process and
quality management
Served as one of the key leaders in directing technology strategies and goals
for strategic business units in the company.
www.milessoft.com
21. Board of Directors
Steve Canter
Managing Director for Zephyr Management, L.P.
Chairman and CEO of Dreyfus Corporation and Vice Chairman of Mellon
Financial Corporation for 35 yrs.
Global CEO for companies such as Kleinwort Benson, Hutchins Institutional
Investments and Chase Investors Management
Mukul Gulati
Managing Director for Zephyr Peacock India Fund
Held several leadership positions with leading financial information firms
including Multex, Reuters, Market Guide (pioneer in the area of financial
publishing on the internet.)
Mukund Krishnaswami
Managing Partner for Lighthouse Funds
Associated with companies like Mckinsey, Lehman, SAI Investments, Mon
Cheri Bridals and RCG Management.
www.milessoft.com
22. Contact Us
India
Miles Software Solutions Pvt. Ltd.
B – 801/806, Trade World,
Kamala Mills compound, Senapati Bapat Marg,
Lower Parel (W),
Mumbai - 13
T: +91-22-66518400
International
Miles Software (ME) FZE Miles Software (ME) FZE
Dubai: Level 9 ,Monarch Office Towers,1, Ras Al Khaimah: Business Center 3,
Sheikh Zaid Road Dubai, Office No. 322,
United Arab Emirates Ras Al Khaimah City,
United Arab Emirates
info@milessoft.com www.milessoft.com
