Trade Ledger & Operations Management Platform
- Banking & Finance
- Custom Software
- Trade Operations
- Workflow Automation
Scope
KFPL needed a central platform to manage trade records, operational tickets, AMC data and internal teams without relying on disconnected tools and manual follow-ups.
Solution
We built a custom web platform with ticket and trade history management, employee and AMC records, automated emails, document generation, annotations and real time alerts.
Automated Trading Workflows
Ticket management, document generation and automated communication reduce repetitive work while helping the operations team process requests with greater consistency.
Centralized Trade Management
A single workspace brings together trade history, AMC details, user access and disputes, giving teams faster access to the information behind each request
Automated emails, annotations and real time notifications keep stakeholders informed and make it easier to follow requests from creation through resolution.
Automated emails, annotations and real time notifications keep stakeholders informed and make it easier to follow requests from creation through resolution.
Platform Highlights
The platform brings KFPL’s core operational functions into one connected system built around the workflows its investment team handles every day.
~ 45 hrs
Saved every month by reducing repetitive administrative work.
₹50 Cr+
Trades managed through one central operations platform
25–30%
Fewer manual errors with automated workflows and structured records
Clearer Operational Coordination
The finished platform gives KFPL one place to manage trade information, operational requests and team coordination, making daily financial operations easier to track and manage.
