Wealth & Asset Management Consulting
Wealth managers | Asset managers | Private banks | Fund administrators | Trust companies | Custodians | Stockbrokers| IFAs | Wealth & investment technology providers
Business Consulting Service
Our Wealth & Asset Management Expertise
The wealth and asset management sector is navigating a storm of economic uncertainty, rising interest rates, and poor market performance. Inefficiencies and high costs are perpetuated by poor data quality, manual processing, and increasing regulatory demands. Amidst this, an unprecedented inter-generational transfer of global wealth is driving rapidly evolving digital client demands.
Technological advances are disrupting the industry, with digital tools making investment products more accessible and trends like hyper-personalization, embedded wealth, AI, and wealth-as-a-service revolutionizing traditional models. Alternative asset classes are emerging, with clients seeking expertise and access to new products like digital assets and ESG impact.
Market consolidation is inevitable as wealth managers, fund administrators, and trust companies seek operational efficiencies and reduced costs. To stay competitive, asset managers must transform their business models, client experiences, and servicing models while enhancing operational stability.
At Sasaran Advisory, we help clients across B2C and B2B wealth management, fund administration, and trust services to envision, define, and execute winning strategies. This enables them to evolve and serve the next generation of wealth with revolutionary client experiences, and growing new market share.
What We Believe
What We Do
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
What we believe
Our Bespoke, Sustainable, and Market-Leading Solutions
Whatever the challenge, our team of experts has the tools to create tailored, sustainable, and market-leading solutions that keep you ahead of the competition. Explore some of the ways we can assist you.
Define Winning Strategies
We help key players in the wealth management and fund administration sector grow their client base and assets under management. By defining strategies that keep them competitive, we enable them to capture market share within the next generation of wealth. We offer exclusive insights on key trends, allowing clients to capitalize on opportunities from client segmentation to new proposition design and assessing international market entry options.
Reconfigure the Back and Middle Office
We collaborate with you to reconfigure back and middle-office operations, driving efficiencies and reducing costs. With extensive operating models and sourcing expertise, our seasoned operators provide critical advice and hands-on implementation support. We assist with operating models, outsourcing, and technology platform consolidation services.
Redesign Client and Adviser Lifecycles
Our extensive experience in building leading client experiences and customer journeys enables us to optimize and redesign crucial components of the client and adviser lifecycles. This attracts and retains more investors and their assets, especially within emerging investor and family office segments. We leverage proprietary technology capabilities and a network of technology partners to integrate market-leading solutions.
Regulatory Requirements and Risk Dynamics
Our regulatory SMEs address regulatory and risk considerations, responding to macro and socio-economic factors. With deep experience in specific markets and sectors like cybersecurity and payments, we drive necessary organizational changes to manage risk and regulatory dynamics effectively. Our proactive approach ensures you stay compliant and resilient in an ever-changing regulatory landscape.
Create Compelling Product Offerings
Our dedicated team leverages sector experience and subject-matter expertise in alternative asset classes and emerging regulations to help you optimize product and portfolio offerings. From ESG and impact investments to digital assets and cross-border regulations, we guide you through decision-making processes and provide logistical and operational support.
Unleash the Power of AI for Your Business
Our new generative AI tool redefines document and report analysis, reducing time by 95%. We empower your business to revolutionize workflows and achieve unparalleled productivity gains, unlocking new performance potential. By integrating AI into your operations, you can streamline processes, enhance decision-making, and maintain a competitive edge.
Our experts
Our experts
Our wealth and asset management experts bring deep industry knowledge and innovative strategies to help you navigate challenges and achieve sustainable growth.
John Doe
Software Engineer
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John Doe
Software Engineer
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Let's Discuss Your Business Goals & Schedule A Free Consultation Today:
Unlock your business potential with a free consultation from our seasoned experts. Schedule today!
Not sure where to start?
Contact Us
Aspire to lead your market? We’re here to make it happen. Reach out today, and our Wealth & Asset Management Consulting
specialists will get in touch. Provide us with a few details, and we’ll connect with you promptly to explore how we can assist you in achieving your objectives.
Prasanta Mishra
Partner
Meet Prashanta Mishra, your Senior Partner and Global Leader. He ensures maximum value by combining industry-leading tools with a diverse team of consultants, equipped to swiftly solve your toughest business challenges.Not sure where to start?
Contact Us
Aspire to lead your market? We’re here to make it happen. Reach out today, and our automotive and transportation specialists will get in touch. Provide us with a few details, and we’ll connect with you promptly to explore how we can assist you in achieving your objectives.
Prasanta Mishra
Partner
Meet Prasanta Mishra, your Senior Partner and Global Leader. He ensures maximum value by combining industry-leading tools with a diverse team of consultants, equipped to swiftly solve your toughest business challenges.