Global Partner. Integrated Solutions.

Back office support to a Wealth Management Company

Client : A leading Swiss Wealth Management Firm

Service Offered : CFO Support & Finance Controller Services

Sector / Industry : Banking and Finance

Client
Objective

The client is a leading Swiss Wealth Management firm focused on providing financial advice, high end services and expertise to private clients. The client had reached out to us for assistance in the operational activities of portfolio management, revenue verification and reconciliation.

solution
Impact
  • Identified process gaps and mitigated them by introducing further checks and balances
  • Identified revenue leakage of INR 30 million and recovered the same

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