miles corporate overview1(29072011)
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www.milessoft.com
Miles Software
Delivering Technological Excellence in Asset and Wealth Management
Miles Delivering Technological Excellence in Asset and Wealth Management
www.milessoft.com
Overview
Founded in 1999 by professionals from finance and technology space.
Over 250 customers across leading financial institutions in India, Asia Pacific, Middle East and
Europe
Diverse clientele includes private banks, asset management companies, brokerage firms, wealth
advisors, financial institutions and family offices
Comprehensive and functionally-rich asset and wealth management solutions enabling clients to
optimize returns on investments.
Established market presence in Indian asset and wealth management space (8 out 10 PMS license
holders and 6 out of 10 WMS installations are our customers)
Suite of products include solutions for Wealth and Portfolio management, Leveraged portfolio
management, Custody and Fund management
Delivering Technological Excellence in Asset and Wealth Management
www.milessoft.com
Founded Milessoft with MW Retail and
entry in PMS space
Foundation
•Moved to Enterprise space
•International Installations
• Launched WMS Suite
Consolidation
•Development of new products – SBL, Custody, Fundware
•Expanded client base to 250+
Expansion
Milestones
www.milessoft.com
• Insightful Thought leadership in financial services industry• In-depth understanding of asset and wealth managementRich Domain Expertise
• Robust functionality and modular scalable architecture • Seamless integration with multiple business applications
Scalable and Integrated Solutions
• Ease of adoption of new business processes• Ability to support multi-scale operations
Improved Flexibility and Innovation
• Ability to productize emerging business requirements• Prompt service and ongoing support for business continuityCustomer First
• Fast time to market of new offerings• Lower operational risks & costsMaximized ROI
• Adherence to industry standards and ethical work practices• Well defined project management & implementation processQuality Processes
Our DNA – Building Value through Excellence
www.milessoft.com
MoneyWareProduct Suite
Wealth Management
Portfolio Management
Family Office
Fund Accounting
Leveraged Portfolio
Management
Asset Management
Custody Management
Click each box to know more
Comprehensive and integrated solutions to accelerate business performance
Miles Product Suite
www.milessoft.com
MoneyWareTM Solutions for various Financial Services
Solutions Products Financial Services
Asset Managers Banks/NBFCs Brokers Family Offices Custodians Hedge Funds Insurance Cos
Wealth Management Solution
MoneyWareTM WMS
MoneyWareTM Financial Planning
MoneyWareTM Tradevisor
MoneyWareTM RIMS
MoneyWareTM PMS
MoneyWareTM Family Office
MoneyWareTM Fund Accounting
Leveraged Portfolio Management
MoneyWareTM SBL
Asset Management MoneyWareTM FundWare
Custody Management MoneyWareTM Custody
Indicates product covers corresponding industry
segment
www.milessoft.com
Select Customers
Partial List *
Banks
FIIs/Hedge Funds
AMCs/Institutions
Brokerages
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Partners & Alliances
Miles is the Gold Certified Partner in the Microsoft Partner Program as an Independent Software Vendor (ISV) category.
Other 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
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
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
Management Team
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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
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
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
Management Team
www.milessoft.com
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
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
Akash Anand International Business Post Graduate in Business Administration with over 15 years of rich experience in
private banking, asset management, insurance and business management. Was previously working with TATA Asset Management handling their international
business division
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
Management Team
www.milessoft.com
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.
Advisory Board
www.milessoft.com
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.
Board of Directors
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India Miles Software Solutions Pvt. Ltd.B - 801, Trade World, Kamala Mills, Lower Parel (W),Mumbai - 13 T: +91-22-66518400
International Miles Software (ME) FZE1855, Burjuman Business Tower, P.O. Box 121828, Dubai, UAE T: +971 (4) 5096649
Miles Software (ME) FZEBusiness Center 3, Office No. 322, Ras Al Khaimah City, UAE
[email protected] www.milessoft.com
Contact Us