Team Experience
HNI Households
Shaun FinTech / Shaun Technologies Pvt Ltd is an off-shoot of a conglomerate known as Shaun Enterprises (India) pvt Ltd. Shaun Enterprises was incorporated in 2021, to provide consulting services majorly to offshore companies, that were exploring opportunities to enter into Indian Markets through various channels, particularly into Services industries like Logistics- Air-freight & Land transportation, specialized Financial Services, etc
The promoter of Shaun Enterprises – Neeraj Bhatia is a Post-Graduate from IIM-Calcutta in finance, and an Ex-Citi banker
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It allows every family to populate their wealth & investment data in a very simple yet useful manner to provide one-glimpse dashboard, which can be further dissected on various parameters to dig-out any relevant information related to the account, scheme, security, amounts, maturity profile etc
The main advantages include hassle-free uploading of data through pdf/excel format files, and easy review of information by culling-out data in customized formats, by selecting the relevant fields from more than 50 such parameters
This tool is specially designed to keep the increasing need of HNIs in India, where they are being flooded with new products and investment instruments every day. A highly cluttered portfolio makes it difficult for any household head to make swift and effective decisions. That's where this tool becomes highly efficient in populating the data across numerous instruments into a single-page Dashboard.
Practically, this tool could be availed by the HNI households as "FREE", provided they decide to have their portfolio managed through our exclusive partners, who are using this software tool in the capacity of "Extended Family office Boutiques (xFOBs)". Investors need to reach out to our exclusive channel partners to have the tool work for them. Such xFOBs may have their own fees attached to the services that they offer, which would vary based on requirements and portfolio size. Connect with an Exclusive Channel Partner HERE.
The tool has been created to offer a lot of analytics and quantitative methodologies, which are implemented on the overall portfolio and complete data which is uploaded to this tool. In our opinion such analytics & quants are best understood by the certified specialists of this business. Hence, certified Wealth Managers (Distributors) and Registered Investment Advisors (RIAs) are better suited to harness the strengths of this tool, and bring-out the best of this tool to their investors' use-case. institution.
The nominal fees that these xFOBs would charge, will be more than compensated by the sort of analytics and data-set that is presented to HNI households for making their decisions more efficient and effective.
Just click the link below to get in touch with our exclusive xFOBs and discuss with an appropriate partner regarding the services that they could offer by using this tool.
