A decade inside a global investment bank structuring fund financing, structured products and delta-one risk. Then a regulated cross-border business built and run across the UK, India and the US, with the operating stack we built to run it. Capital, operations, or both.
Bring us the decision you're stuck on →45 minutes. No mandate, no placement fee, nothing to sign.
Capital structuring, wealth bridges, and board mandates — four ways we work with funds, companies, and investors.
You have bought the products. You have paid for the software, sat through the onboarding, and your team still reconciles by hand on a Friday. The software was never the bottleneck — the operation around it is. That is what we rebuild, on Claude, inside your own systems.
You are heading into India, or coming into the UK. Either direction is the same corridor — and it has been run twice, not theorised. Your AI strategy belongs in this conversation too: the operating model you pick on arrival decides what you can automate afterwards, and we build that on Claude.
You have been shown plenty of roadmaps. What you can inspect here is four systems already carrying real money and real filings. They are described generically on purpose — each was built for a licensed operator, and the licences are theirs, not ours.
Onboarding, funding, order routing, corporate actions and tax reporting, for investors in one country buying listed equities in another. The trade is the easy part. The hard parts are the money rails in and out, the corporate-action edge cases nobody demos, and reporting that has to satisfy two tax authorities which disagree about what a gain is.
Client lists, holdings, statements and mandate limits in one place, under the distributor's own branding. Built as its own surface rather than a permission level on the retail app, because a distributor's questions are not an investor's questions — they arrive about a book, not a balance.
Exporters invoicing abroad, paid into local rails, with the currency conversion, the supporting documentation and the regulatory filing handled inside the flow instead of as a month-end clean-up. Where the filing is an afterthought, it becomes the reason payouts stall.
Case queues, document checks, screening hits and a complete audit trail — the screen your operations team would actually live in. It is the least demonstrated part of any of this and the one that decides whether the other three are allowed to run at all.
Or write to swastik@winvesta.in. We reply to everything that describes an actual problem.