Consolidated Assets Reporting and Analytics Tool (CARAT)
CARAT is a customized Portfolio Management & Consolidation Tool with inbuilt reporting & analytical capabilities to help you manage and grow your wealth. CARAT enables you to consolidate assets from different depositaries and report all your Financial and Non Financial Assets into one consolidated view.
Consolidation
We consolidate all your portfolios held with the depositories (banks, funds etc.) you have chosen to work with. You can track month-on-month/ year-on-year global portfolio evolution and monitor your free cash-flow.
Real Time Tracking
We give you access to your portfolio at your fingertips in near-real time 24/7. We build APIs that monitor stock prices in real-time. You can also get customized daily, weekly or monthly reports of your portfolio or wealth situation.
Risk Analysis
CARAT helps you detect & analyze risks generated by the positions you have with various depositories. We classify every position by sector, subsector, geography & risk profile. Based on your risk appetite and long term goals, we can give you recommendations.
Financial & Non-Financial Assets
We combine different Financial Assets such as cash, stocks, bonds and mutual funds. We work with 3rd party providers to include Non-Financial assets such as Art, Real Estate and Private Equity in your overall patrimonial view.
We work with our clients to build tailor-made reports, interactive dashboards and analytical tools to access their wealth situation and portfolio(s). The wealth situation can be securely accessed & tracked online in near real-time or reports can be periodically sent to the inbox .
