Portfolio Management Services

Delivering operational efficiencies in your time-critical activities

Sundaram Business Services offers Platform Support Services and Fund Administration Support Services. We help fund managers of wealth management companies with real-time support to close their trades within the stipulated cut-off times. We enable after-hours support for advisors by way of seamless transition and ongoing database management.

Outsourced Portfolio Management
Platform Support Services

Sundaram’s platform support gives portfolio advisors more time

We provide end-to-end processing capabilities - right from client on-boarding through to year-end tax support. We also enable seamless transition of portfolio rebuilds. With 400+ strong workforce at our offices in India, our scale allows us to manage high-volume transactional activities and provide after-hours support in areas such as reconciliations.

Our specialised team has significant domain knowledge in portfolio management and the financial services industry. We support a range of applications and software used in portfolio administration processes.

Case study: Platform Support

Support we provide

  • Client on-boarding
  • Reconstruction
  • Daily operations
  • Reconciliation
  • Year-end tax
Contact Sundaram Business Services today
Fund Administration Support Services

Fund administration for your business, your way

Our seamless back-office solutions to wealth management firms allows them to provide bespoke engagement models to their fund managers. We work behind the scenes to carry out the administration of end clients' investments, funds and units while the fund managers focus on adding value.

In any wealth management company - large or small, global or regional - the efficiency of those back-end administrative activities play a large part in the way funds are managed. Our extended office solution makes the Sundaram team part of your team, to take over time-critical tasks which typically involve very high value of trades and huge quantities of data that are time sensitive.

Case study: Fund services

Support we provide

  • Registry management
  • Dealing
  • Distribution runs
  • Rebates
  • Statements
  • Reconciliation
Contact Sundaram Business Services today
Portfolio Management team
Savings for our clients

Sundaram clients consistently report productivity and efficiency gains


Trades processed


Value of funds managed


Clients onboarded


AML and KYC applications
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We have moved up the value chain
Over 10 years, Sundaram’s offshore team has grown from 10 people to more than 70 people. We handle Platform Services, Fund Services, SMSFs and SMA reconciliations under our managed services model
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We use the platforms that you use
We use the software and platforms that suit you best: Iress, Praemium, COIN, Xplan and your own custom software
Feature case study

They trust us

One of Australia’s leading wealth management fintech companies chose Sundaram Business Services to manage its investments, funds and units
Connnie Mckeage
“We chose Sundaram because we thought we could develop a very good long-term partnership with people we trusted and were competent. I’ve never looked back. We still make the same decision.”
— Connie Mckeage
CEO, OneVue

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