Quantum Phinance

Author name: Abhishek Sharma

A Conversation with Koustubh Moharir, Quantum Phinance’s CTO

In this article, we talk to our CTO – Koustubh Moharir, about his professional journey at Quantum Phinance and delve into his experiences of building cutting-edge tech products such as SheetKraft. He also shares his thoughts on the future of fintech, and his unique perspective on building a career in this dynamic industry. Question: Tell …

A Conversation with Koustubh Moharir, Quantum Phinance’s CTO Read More »

How Brokerage firms can automate BSDA Reporting

Why is the BSDA list scrutiny critical? As per SEBI Circular CIR/MRD/DP/22/2012, all depository participants (DPs) are required to make available a “Basic Services Demat Account” (BSDA) for the benefit of retail investors. For this purpose, every brokerage firm gathers the entire data, of around 3 Million people, to scrutinize from various sources. The endgame …

How Brokerage firms can automate BSDA Reporting Read More »

How AMCs can accurately estimate their Investible Surplus

In the world of mutual funds, investible surplus cash is a critical aspect that fund managers need to monitor and manage to ensure smooth operations. A clear and ongoing view of the available funds allows fund managers to make investments and generate returns for their investors. However, having this visibility can be challenging, and it …

How AMCs can accurately estimate their Investible Surplus Read More »