Swiss Investment Platform Sets Up Finance Ops + Tech GCC in India

Written By Anup Deshmukh

Client: WealthTech platform managing $1B+ in assets


Objective: Scale backend operations for reconciliation, fund flows, and investor dashboards


Challenges:

  • Regulatory complexity in EU markets

  • Delays in recon and reporting due to manual processes

Rekhaprocity Solution:

  • Hired 80+ resources across Python, finance ops, SQL/data, and audit

  • Built modules to automate reconciliation and regulatory report generation

  • Set up dual team: Tech + financial analysts

Outcome:

  • Reconciliation time dropped from 5 days to <1 day

  • Built dashboards for 300+ institutional clients

  • Saved $2.1M annually in operations

Evaluation:

  • Pairing financial analysts with developers led to smarter automation

  • GDPR compliance built from Day 1 ensured trust with EU clients

Contact: Shikha Dalmia | info@rekhaprocitylabs.com

Anup Deshmukh
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