Financial Services
Investment & Wealth Management
Complete guide to investment platforms and wealth management systems — from portfolio management to trading, advisory, and regulatory compliance.
₹68L Cr+
India MF AUM
17 Cr+
Demat Accounts
$120 Trillion
Global AUM
$62 Billion
WealthTech Market
What is Investment & Wealth Management?
Investment & Wealth Management involves managing financial assets to grow and preserve client wealth. This spans retail investing (mutual funds, stocks, SIPs), high-net-worth portfolio management, robo-advisory, and institutional asset management. Technology platforms in this domain handle order management, portfolio analytics, risk assessment, and regulatory compliance under SEBI, AMFI, and global regulators like SEC and FCA.
Why Learn Investment IT?
- ✓India's MF AUM crossed ₹68 lakh crore in 2025 — fastest growing wealth market
- ✓Robo-advisory and algorithm trading creating massive tech demand
- ✓SEBI regulations around T+1 settlement and new asset classes driving system upgrades
- ✓Demat accounts in India reached 17 crore+ — exponential retail investor growth
- ✓WealthTech startups disrupting traditional brokers with superior UX and lower costs
Industry Players & Real Applications
🇮🇳 Indian Companies
Zerodha
Discount Broker
Python, Go, AWS
India's largest broker by active clients, built Kite platform in-house
Groww
Investment App
Java, React Native, AWS
50M+ users, stocks + MF + Gold
Upstox
Discount Broker
Java, Kotlin, AWS
Backed by Tiger Global, 1.5 Cr+ clients
SBI Mutual Fund
AMC
Java, Oracle, Angular
Largest AMC by AUM in India
HDFC AMC
AMC
Java, SQL Server, React
Top private sector AMC
Paytm Money
WealthTech
Java, React Native
Integrated with Paytm super-app
INDmoney
Wealth Platform
Python, React Native
US stocks + India investments
CAMS / KFintech
RTA
Java, Oracle
Registrar & Transfer Agents for MF industry
🌍 Global Companies
BlackRock (Aladdin)
USAAsset Manager
Java, Aladdin Platform
Manages $10T+, Aladdin used by 200+ firms
Vanguard
USAAsset Manager
Java, Custom Platform
Pioneer of index investing
Fidelity
USAFull-Service Broker
Java, .NET, AWS
40M+ customers, robo-advisor launch
Betterment
USARobo-Advisor
Python, React, AWS
Pioneer robo-advisor, $45B AUM
Robinhood
USACommission-Free Broker
Python, React Native
Democratized retail investing
Charles Schwab
USAFull-Service Broker
Java, .NET
Acquired TD Ameritrade
eToro
Israel/UKSocial Trading
C#, React
Copy trading pioneer
Wealthfront
USARobo-Advisor
Python, Java, AWS
$50B+ AUM automated platform
🛠️ Enterprise Platform Vendors
SimCorp
Dimension — Portfolio management, compliance, settlement
Tier-1 investment management platform
Charles River IMS
Portfolio management, trading, compliance
Acquired by State Street
SS&C Advent
Geneva, APX, Axys
Portfolio accounting and reporting
Broadridge
Order Management, Investor Communication
Back-office and communication tech
FIS Investran
Private equity and hedge fund administration
Fund accounting specialist
Morningstar
Direct, Advisor Workstation, Data
Investment data and analytics platform
Sub-Domains
Portfolio Management
Portfolio construction, performance measurement, attribution, and rebalancing systems for wealth managers
Explore →Trading & Broking
Retail and institutional trading platforms, order management, and exchange connectivity
Explore →Robo-Advisory & WealthTech
Automated investment advisory platforms using algorithms for goal-based investing and auto-rebalancing
Explore →Fund Administration & Compliance
Back-office for mutual funds — NAV calculation, unit allotment, RTA operations, and SEBI compliance
Explore →