Protect
It carries out health checks of the client’s stock investments and picks out those stocks
that can affect the profitability of the portfolio.
About Treasury Desks
Treasury desks play a very important role in managing the liquidity and the cash flow in the system to
ensure a smooth & seamless day to day functioning of the institution. They are responsible for ensuring
that excess funds are parked in instruments that are safe, liquid and deliver optimum risk adjusted
return. At JARVIS, we create solutions that echoes this sentiment. Our solutions include:
Create
It identifies replacement of the stocks that need to be weeded out of the portfolio to
optimize its returns. This can be in the form of a portfolio or a single high conviction
stock
Risk Management System
Once optimized, JARVIS can track the investments and offer suggestions on profit booking,
stock exits, portfolio rebalance, portfolio reset.
JARVIS
Intelligent Terminal
The terminal is an analytics platform that allows the user to get a holistic view of each
attribute that affects the stock performance . For the user, the terminal is his/her own
digital fund manager. It allows the user to carry out analysis of any stock / portfolio
across multiple parameters, test hypotheses, back test, forecast and optimize portfolios.
