Providing fund managers a unified, AI-driven operating system designed to eliminate operational friction and scale AUM effortlessly.
Case Study
Nuvama Wealth is a premier Indian financial services firm managing over ₹1.5 trillion in assets. Serving 300,000+ active clients, they specialize in tech-driven stockbroking, asset management, and comprehensive financial product distribution.
CASE STUDY
Digitizing deal management and approval workflows using Microsoft Power Platform to improve operational transparency and accelerate financial decision-making. Edelweiss Financial Services, a major Indian financial conglomerate serving millions of customers, operates across lending, wealth management, and investment services. As the organization expanded, internal financial operations and deal approvals increasingly relied on manual processes that limited efficiency and transparency.
CASE STUDY
Edelweiss Alternative Asset Advisors (EAAA), a leading alternative investment platform managing large-scale AUM across private credit and real assets, operates across global financial hubs. The organization required a scalable digital framework to manage distributor networks, compliance, and fund distribution processes efficiently.
Managing Alternative Investment Funds (AIFs) requires moving past fragmented legacy systems and manual spreadsheets. We provide a unified, AI-driven AIF operating system that integrates the entire fund lifecycle from paperless investor onboarding and automated fund accounting to seamless SEBI compliance and real-time investor portals. By combining a modular microservices architecture with intelligent automation, we empower fund managers to eliminate operational friction, scale AUM effortlessly, and deliver the transparent, high-touch experience that modern, sophisticated investors demand.
To manage alternative investment funds in India effectively, a fragmented approach doesn't work. We provide a unified alternative investment management foundation that integrates every touchpoint of the fund lifecycle:
CRM
Digital Onboarding
Fund Accounting
Investor Portal
Distributor Portal
Broker Ecosystem Stack
Debt / NCD Servicing Engine
Payment Workflow
Compliance Reporting
Dashboards and Reporting
Risk Assessment
Cloudesign’s AI-powered microservices architecture transforms alternative investment management into a scalable, high-performance engine.
AI-powered document verification and risk profiling reduce onboarding turnaround by up to 80% while ensuring strict alternative investment funds SEBI compliance.
Automated capital calls, drawdowns, and payment processing use predictive modelling to ensure timely fund deployment and minimise idle cash.
Instant matching across bank statements, trade logs, and custodian reports with AI-driven anomaly detection to identify risks and inconsistencies in real-time.
Automates onboarding and calculates complex commission structures for your alternative investment funds list, ensuring transparent, error-free payouts.
A single source of truth for investor and portfolio data, using machine learning to identify behaviour patterns and generate real-time operational reports.
Partnering with Cloudesign allows your fund to move beyond the limitations of legacy software. We help firms achieve the standard set by leaders like Multiples in alternative asset management by focusing on:
By automating the middle and back-office, we remove the reliance on manual data entry, allowing your team to manage larger AUM without increasing headcount.
Our modular framework allows for the rapid launch of new fund structures, ensuring you can capitalize on market opportunities immediately.
We focus on reducing the total cost of ownership (TCO) of your technology, ensuring that your digital transformation contributes directly to your bottom line.
With built-in features for SEBI AIF compliance, we ensure your platform stays updated with the latest circulars and reporting mandates, reducing audit risks.
Address complex regulatory and operational requirements with a modular platform configured to your fund structure.
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Common Questions About Our Alternative Investment Fund Service
An AIF is a privately pooled investment vehicle that collects funds from sophisticated investors, whether Indian or foreign, for investing in accordance with a defined investment policy. Unlike traditional investments like mutual funds, AIFs typically target higher-value assets such as private equity, venture capital, and hedge funds.
Our system features built-in compliance engines that stay updated with the latest SEBI circulars. It automates the generation of periodic regulatory reports and proactively monitors portfolio concentration limits to prevent mandate breaches.
Yes. The automated accounting engine is designed to effortlessly calculate management fees, performance fees, and hurdle rates. It generates real-time NAV reports with multi-currency support, ensuring accuracy for third-party audits.
We provide a completely digital, SEBI-compliant KYC and document verification journey. By using AI-powered verification, we reduce onboarding turnaround time by up to 80% and accelerate capital commitment through automated signature workflows.
The platform includes a specialized Debt/NCD Servicing Engine. It automates interest payment schedules, tracks principal repayments, and maintains a flawless record of security cover and debenture holder data.
Yes. We provide a white-labeled Investor Portal that offers 24/7 access to portfolio performance dashboards. Investors can also self-service downloads for tax certificates, capital call notices, and historical return reports.
Our Distributor Portal allows partners to track their specific AUM and commission payouts in real-time. They can also onboard their clients directly through a dedicated interface and access marketing collateral instantly.
We use an AI-driven microservices architecture to replace manual spreadsheets. This includes AI-powered reconciliation for bank statements and trade logs, anomaly detection to identify risks, and predictive modeling for intelligent capital management.
Our Broker Ecosystem Stack ensures seamless synchronization with broker terminals. This eliminates manual entry errors by syncing trade data directly and automating clearing and settlement workflows.
Legacy systems are often fragmented and rely on manual data entry. Our unified operating system enhances operational efficiency, allowing you to manage larger AUM without increasing headcount, and accelerates your time-to-market for new fund structures.
Ready to discuss your next digital transformation project? Our experts are here to help you plan, design, and engineer solutions built for scale and performance.
Share your idea, and our team will schedule a discovery call to understand your goals and challenges.
Receive a tailored technology roadmap outlining architecture, tools, and timelines to bring your vision to life.
Once aligned, our engineers integrate seamlessly with your team to execute and accelerate delivery.
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