InvestLytics – B2B SaaS Portfolio Management Platform

Overview

WealthTech solution for Portfolio Management System (PMS) providers, covering contract note ingestion, capital gains calculations, and financial analytics.

Key Contributions

• Engineered scalable data processing workflows for contract note ingestion and capital gains calculations
• Implemented financial analytics engines covering TWRR, Sharpe ratio, and Value at Risk (VaR)
• Designed multi-tenant advisor access models with granular RBAC security
• Built reporting engines and deployed backend services on Google Cloud Run