CASE STUDY — OPERATIONAL EXCELLENCE

PortIQ 360 – Intelligent Portfolio & Wealth Management System

A unified wealth management platform powered by AI and SEBI-compliant reporting.

Project overview

PortIQ 360 is a comprehensive portfolio management system designed for investors, advisors, and wealth firms. It consolidates all asset classes—equities, mutual funds, fixed income, real estate, and digital assets—into a single dashboard. The platform provides real-time portfolio valuation, ROI analytics, risk profiling, and SEBI-compliant reports. Its AI engine analyzes user behavior and market data to suggest personalized investment strategies, helping users balance risk and returns effectively. PortIQ 360 simplifies wealth management with automation, transparency, and compliance built in.

AI Insights
SEBI Reporting
Multi-Asset Integration

Investor portfolios managed: 10K+
SEBI reporting compliance: 100%
Improvement in ROI visibility: 30%
Reduced manual advisory effort: 50%

Brihat Infotech delivers custom web & app development, AI-driven SaaS platforms, and scalable cloud solutions across Ranchi, Noida NCR, and New Jersey. Our flagship product KaroSauda powers simplified GST billing for MSMEs in Bharat.

Our Delivery Process

Turning Ideas into Impact — Step by Step

Investors and advisors traditionally used fragmented tools for managing assets across classes. PortIQ 360 unified these through automation, enabling precise valuation, portfolio analytics, and compliance reporting from one secure platform.

01
01
Disjointed Platforms
Investors juggled multiple tools for different asset categories.
02
02
Limited Analytics
Legacy PMS systems lacked AI-backed insights and predictive modeling.
03
03
Manual Compliance
Regulatory reports were prepared manually, consuming time and resources.
04
04
No Unified View
Clients lacked consolidated visibility of their total wealth.

Key Outcomes

Measured outcomes

Unified Dashboard

All asset classes visible under a single digital portfolio.

AI Advisory Engine

Generates insights and suggestions tailored to investor risk appetite.

SEBI-Compliant Reports

Automates regulatory reporting and performance summaries.

Automated Valuation

Real-time asset valuation with live market integration.

Our roadmap to production-grade outcomes

Every Brihat Infotech case study follows a transparent, KPI-driven build roadmap — from discovery workshops to AI-backed optimisation post launch.

01 — Strategy & Vision Lock

Stakeholder pods blueprint KPIs, compliance, and go-live milestones, aligning Ranchi HQ, Noida NCR, and client leadership.

02 — Experience & Architecture

Design systems, user journeys, and solution architecture stitched together to fast-track responsive, accessible interfaces.

03 — Build, Integrate, Automate

Engineering squads ship modular releases with API-first development, DevOps pipelines, AI accelerators, and performance guardrails.

04 — Launch, Measure, Scale

Production rollouts backed by observability, continuous optimisation, SLA-backed support, and data-led growth experiments.

Brihat Infotech team working on high-performance software solutions

Engineering dependable software, at startup speed.

Brihat Infotech specializes in Custom web & app development, AI solutions, and SaaS products like Karosauda — GST billing & accounting (Made in Bharat). Established in 2022 and operational since 2023, we’ve successfully delivered over 200+ projects from our Ranchi HQ and Noida NCR offices.

Transformative outcomes with Brihat

PortIQ 360 empowered investors and advisors with transparency, compliance, and AI-backed intelligence—streamlining portfolio management for next-generation wealth firms.

Before Brihat

Wealth advisors and investors operated on outdated tools with limited connectivity and delayed reporting cycles.

Assets tracked across unconnected tools and spreadsheets.
Fragmented Data
Reports built manually with error-prone calculations.
Manual Analytics

After Brihat

After adopting PortIQ 360, financial institutions gained real-time visibility, automated reporting, and client-ready analytics dashboards.

Data auto-synced and analyzed through AI-backed reports.
Smart Portfolio Analytics
Regulatory filings generated instantly with zero manual effort.
End-to-End Compliance

Measured impact from Brihat projects

The platform has enabled better investment visibility and compliance automation, improving advisor productivity and client satisfaction across institutions.

+50%

Advisor Efficiency

-80%

Reporting Time

99.9%

Data Accuracy

+35%

Investor Retention

Deliverables

Transformative Outcomes Delivered by Brihat

Enterprise-grade portfolio management SaaS integrating AI analytics, compliance, and performance dashboards.

Investor Portal
Provides real-time portfolio tracking, returns, and asset allocation.
Advisor Dashboard
Comprehensive view of client portfolios, alerts, and compliance status.
Compliance Engine
Automates SEBI-standard reports and audit-ready summaries.