About Client
A specialized investment firm focused on the Indian equity market, leveraging fundamental research and long-term strategies to identify market mispricings, with a talented, flat-structured team.
Client: Investment Firm
Region : India
Industry : BFSI
The Challenge
The client relied on outdated processes, like Excel macros, to manage their options book. This led to inefficiencies, errors, and limited market data analysis, necessitating a more scalable, robust solution for informed trading decisions.
- Outdated Excel macros led to inefficient, manual workflows and frequent errors.
- Limited ability to handle large volumes of market data across multiple brokers.
- Inability to perform real-time analysis or quickly act on market shifts.
- Lack of a centralized system for managing and analyzing trading positions.
- Difficulty in scaling processes to meet growing data and market complexities.
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The Solution
The team developed a comprehensive workflow using Google Cloud native resources to streamline operations. Key elements of the solution included:
- Creation of a centralized database to manage client positions and analyze trading strategies.
- Implementation of algorithms for strategic position adjustments based on real-time data.
- Design of an analytics dashboard to visualize positions and performance metrics effectively.
Business Metric Improvement
The transition to a cloud-based solution significantly improved operational efficiency, reduced errors, and provided real-time insights, enabling faster, data-driven trading decisions.
- 40% reduction in manual processing time due to automation.
- 30% decrease in trading errors through algorithmic support and real-time data.
- Scalable infrastructure supporting a 3x increase in trading volume
- Improved decision-making speed with 50% faster analysis of market data
- Enhanced visibility into portfolio performance with the analytics dashboard
