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Corporate Presentation Miles Software Trusted Techno Business Partner Delivering Excellence and Value to Financial Services Firms Globally

Miles Corporate Presentation

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Page 1: Miles Corporate Presentation

Corporate Presentation Miles Software

Trusted Techno Business Partner Delivering Excellence

and Value to Financial Services Firms Globally

Page 2: Miles Corporate Presentation

Disclaimer

All trademarks or logos used throughout this presentation are for representational purpose only. These properties belong to their respective owners. The content of this presentation may, at any time, be modified by Miles Software Solutions (P) Ltd. No warranty is made regarding the accuracy of the information contained in this presentation.

Page 3: Miles Corporate Presentation

Best of breed Wealth and Asset management solutions for global markets from a Market leader

Proven market leadership in India

80% of the portfolio management and 60% of wealth management business in India is managed by MoneyWare™ suite of products.

Strong Foundation

Board members and Senior leadership team having a decade experience in the financial services industry

Continuous innovation in the Wealth and Asset Management solutions

Modules for Investment Management, Financial Planning, Revenue & Incentive Management, Family Offices Functions, Middle/Back Office and Accounting designed as per current and future market requirements

International Presence

Significant customer wins from leading financial institutions across EMEA since the launch of global business operations

Over 250 customers across Asia Pacific and EMEA regions

Over 250 customers across the globe - private banks, asset management companies, brokerage firms, wealth advisors, financial institutions and family offices

Best-of-Breed Products for Global Capital Markets

MoneyWare™ Suite of products catering to the dynamic needs of Wealth & Portfolio Management, Securities-based Lending, Fund Management and Custody Management across the

Page 4: Miles Corporate Presentation

Growth Trajectory so far

Foundation Founded Miles with

MoneyWareTM ,a retail product targeting portfolio management

Consolidation Moved to Enterprise space

International Installations

Launched MoneyWareTM Integra- Wealth management suite of solutions

Expansion Launched MoneyWareTM

Vantage, Custody, FundWare Diversified into Managed

Services Business

Microsoft Gold Certified partner

Page 5: Miles Corporate Presentation

Delivering Value with thrust on Domain, Innovation and Customer focus – Miles DNA

Rich Domain Expertise

Insightful thought leadership in the financial services industry

In-depth understanding of asset and wealth management business

Scalable and Integrated Solutions

Robust functionality, modular and scalable architecture

Seamless integration with multiple business applications

Ability to support multi-scale and multi currency operations

Talent Pool of Experienced Professionals

Management team with in-depth capital market experience

Company Board members bringing wealth of global experience in the Financial Services domain

Customer First

Ability to productize emerging business requirements

Prompt service and ongoing support for business continuity

Maximized ROI

Faster time to market of new offerings

Lower operational risks & costs

Quality Processes

Adherence to industry standards and ethical work practices

Well defined project management & implementation process

Page 6: Miles Corporate Presentation

Global Presence

Page 9: Miles Corporate Presentation

Our Existing Partnerships & Alliances

Middle-East Europe

Africa

UK

Turkey

East-Africa

Mauritius

Nigeria

Ghana

Technology Alliances

Page 10: Miles Corporate Presentation

Board of Directors & Advisory Board

Steve Canter Mukul Gulati Mukund Krishnaswami

Deepak Ghaisas NRK Raman

Board of Directors

Advisory Board

Page 11: Miles Corporate Presentation

Leadership Team

Milan Ganatra

Founder & CEO

Sandeep Presswala

Executive Director

Pradeep Paliwal

Chief Technology Officer

Ravi Mahadevan

Chief Delivery Officer

Himanshu Siria

Client Services

Dhawal Kamath

Products – Investment Management

Akash Anand

Head – Global Business

Rakesh Sakaria

Chief Financial Officer

Page 12: Miles Corporate Presentation

MoneyWare™ – Integrated Solutions for Financial Services In-depth scope, functionally rich and scalable

Page 13: Miles Corporate Presentation

Our Managed Services division

Transaction Management

Revenue & Incentive

Management

Fund Administration

Performance & Reporting

Managed Services

integrated with

MoneyWare ™ suite of products

A one stop solution for all your Business and Technology operations

Page 14: Miles Corporate Presentation

What our Clients have to say…

“We have found the people at Miles

Software to be professional in their

approach, very knowledgeable and always

keen to help. The system enhancement

for our particular needs, and the

subsequent installation was effortless and

the software has been proved to be

stable.”

"Miles is a dedicated and professional

partner. We have been using

MoneyWare™ Integra since two years and

are satisfied with their performance and

support. Miles has met our complex

product needs with solutions that are

scalable and which support our growth

globally."

Page 15: Miles Corporate Presentation

Partnering For Your Growth and Success

Page 16: Miles Corporate Presentation

Contact Us

UAE Miles Software (ME) FZE Level 9, Monarch Office Towers, 1, Sheikh Zayed Road, Dubai T: +971 (4) 422 5817

India Miles Software Solutions Pvt. Ltd. B - 801, Trade World, Kamala Mills, Lower Parel (W), Mumbai – 400013. T: +91-22-66518400

www.milessoft.com

Page 17: Miles Corporate Presentation

Thank You