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Built Around Your Fund: Technology That Adapts to
Your AIF Vision

Providing fund managers a unified, AI-driven operating system designed to eliminate operational friction and scale AUM effortlessly.

Trusted by India's Premier AIF & Wealth Management Institutions

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Case Study

Case Study

The New Standard in Wealth Tech: Optimising Performance for High-Net-Worth Operations

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.


  • Aging infrastructure caused sluggish performance, frequent screen freezes, and poor browser compatibility.
  • Resource-heavy server processes led to delayed transaction times and inflated operational costs.
  • Vulnerabilities within outdated code threatened sensitive financial data and regulatory compliance.
CASE STUDY

CASE STUDY

From Manual Chaos to Digital Clarity for Financial Operations

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.


  • Deal information was scattered across Excel sheets and email chains, leading to inconsistent records and limited visibility across teams.
  • Lack of centralized workflow tracking caused delays in deal approvals and fund disbursement decisions.
  • Paper-based checklists and manual document handling consumed significant time and increased the chances of human error.
CASE STUDY

CASE STUDY

Intelligent Distribution Platform for Alternative Investment Funds

A leading alternative investment platform managing large-scale AUM across private credit and real assets, operating across global financial hubs. The organization required a scalable digital framework to manage distributor networks, compliance, and fund distribution processes efficiently.


  • Distributor data and fund/class mappings were managed across disconnected systems, making centralized oversight and control difficult.
  • Complex agreement structures and compliance requirements required manual configuration, increasing the risk of errors and inefficiencies.
  • Tracking investor-distributor affiliations across their lifecycle lacked transparency and consistency, impacting data integrity.
  • Limited access to real-time performance insights restricted the ability of teams and distributors to make informed decisions.

One Unified Operating System. Infinite Scalability for Your AIF

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.

AI-Driven Architecture: Scaling AIF Operations with Intelligence

Cloudesign’s AI-powered microservices architecture transforms alternative investment management into a scalable, high-performance engine.

Why Choose Cloudesign as AIF Technology Partner?

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 alternate asset management by focusing on :

Enhanced Operational Efficiency

Enhanced Operational Efficiency

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.

Accelerated Time-to-Market

Accelerated Time-to-Market

Our modular framework allows for the rapid launch of new fund structures, ensuring you can capitalize on market opportunities immediately.

Measurable ROI

Measurable ROI

We focus on reducing the total cost of ownership (TCO) of your technology, ensuring that your digital transformation contributes directly to your bottom line.

Regulatory Resilience

Regulatory Resilience

With built-in features for SEBI AIF compliance, we ensure your platform stays updated with the latest circulars and reporting mandates, reducing audit risks.

Diversify Your Strategy with Premier Alternative Investment Fund Management

Ensure your Alternative Investment strategies never lose pace due to complex regulatory or operational hurdles.

Helpful Reads and Common Inquiries

Read our newest articles for the latest trends and browse our FAQ for everything you need to know.

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Common Questions About Our Alternate 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.

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Let's Shape Your Vision Together!


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.

What Happens Next?

1

Consultation

Share your idea, and our team will schedule a discovery call to understand your goals and challenges.

2

Solution Blueprint

Receive a tailored technology roadmap outlining architecture, tools, and timelines to bring your vision to life.

3

Onboarding

Once aligned, our engineers integrate seamlessly with your team to execute and accelerate delivery.

Send us an email at

sales@cloudesign.com

Let’s Discuss Your Project


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