Product Development: Personal Finance Management

Indian retail banking customers lack a personal portfolio management system through which they can manage their account & portfolio information from multiple financial institutions viz. Banks, Mutual Funds, Stock Broking Houses, Insurance Companies. Calculation of net-worth by consolidating all the portfolio account information from various financial institutions is a tedious job and though some non-standardized portfolio management applications are available in the Indian market, they are neither meeting the customer expectations nor provide the peace of mind that their financial information is secure. Blue Star Infotech's Moneta Intelli is a financial portfolio management system that provides users a unified view of their financial assets across multiple financial institutions and provides the ability to run calculations and reports on the unified data.