Industries/Wealth Management, PE & Insurance

From Back-Office Reconciliation to Investment-Grade Operations

Institutional-grade fund and policy operations sized for a mid-market AUM not a bulge-bracket one. Own fund accounting, shadow NAV, actuarial modeling, and client reporting in India.

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The Opportunity

From Transactional Reconciliation to Strategic Fund Oversight

A progressive 3-stage roadmap turning offshore accounting support into autonomous shadow NAV calculations, actuarial modeling, and investor-ready reporting.

Fund Ops & NAV

Access Fund Accounting & NAV Talent

Access fund accounting, shadow NAV computation, and portfolio operations talent a mid-market GP or insurer can't justify building at HQ scale.

Actuarial & Research

Build Actuarial & Research Capability

Build actuarial modeling, underwriting support, and investment research capabilities without the years a large asset manager's captive took to mature.

AUM-Linked Scale

Start Lean. Expand as AUM Grows.

Start with one high impact function fund ops, actuarial support, or client reporting and expand capability seamlessly as AUM or policy volume grows.

What This Sector Needs

Engineered for Chinese Walls & Real-Time Portfolio Sync

Explore the custodian integrations, air-gapped LP perimeters, and institutional financial talent required for modern asset managers and insurers.

REGULATORY REPORTING

Build regulatory reporting for IFRS 17, SEC and NAIC frameworks

Engineered pipelines aligned to SEC Form ADV/PF, IFRS 17 actuarial disclosures, SOX controls, and statutory filings.

DATA SEGREGATION

Segregate LP and policyholder data with zero-trust security

Air-gapped infrastructure, sovereign parent covenants, strict Chinese walls, and zero cross-fund data contamination.

REAL-TIME INTEGRATION

Integrate in real time with fund and policy admin systems

Direct API interconnects with Bloomberg AIM, Aladdin, Charles River, and Guidewire to eliminate manual reconciliations.

How Vertara Helps

An Institutional Operating Engine for Private Capital & Insurance

Connected delivery across fund accounting platforms, CFA/actuarial recruitment, regulatory structuring, and air-gapped data security.

Risk & Compliance

Build IFRS 17, SEC & NAIC reporting in from day one

Finance, Accounting

Fund accounting & NAV computation aligned to reporting cycles

Legal, Document Review

Structure LP agreements, policy docs, data-sharing terms

HR, Customer, Business Ops

Hire actuarial & fund ops talent without a Wall Street budget

Innovation, R&D

Build investment research and portfolio analytics capability

Enquire

Let's build your financial capability center

Share your AUM scope and operational priorities, our financial services practice lead will connect with you.

HOW VERTARA SUPPORTS YOUR INDUSTRY

Built around your industry's real operating needs

We combine sector understanding, GCC strategy and execution capabilities to design a capability model aligned with your business.

Sector-specific capability design

Define the functions, talent and capabilities your industry needs to build in India.

GCC strategy & execution

Align location, operating model, governance and infrastructure with your business objectives.

Scalable operating model

Build a foundation that can expand as your capability requirements and business evolve.

Enterprise Guarantees

Mutual NDA & IP protection from day one

Institutional data segregation & zero drift

100% direct parent-entity asset ownership

What should your GCC look like?

Let’s talk about what yours should look like a 20-person Nano GCC or a 500-person capability centre.

Discuss Your GCC Mandate