Keenai Global

Consolidate.
Analyse.
Optimize.

With an all-in-one AI powered enterprise solution.
With an all-in-one AI powered enterprise solution.
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25+
Global Custodians & Banks
$4.5+BN
in Assets Under Consolidation
40+
Families/Accounts Integrated
Properietary AI
Deep Expert Xperience (DEX)
Dedicated
RM Support

Build your competitive edge with Keenai Pulse

Your clients get seamless consolidation, advanced insights, and clear reporting. And you build stronger relationships, save time, and make smarter, sharper decisions.
  • Brings together all investments across multiple asset classes and global custodians into a single, unified view.
  • Supports both simple and complex asset classes, including listed and unlisted securities.
  • Customizable portfolio views and family structures, allowing individual access and a consolidated strategic overview.
  • Seamless integration with over 25 global custodians and banks, consolidating $4.5+ billion in assets.
  • Performs 50,000 calculations for every set of 10 instruments, delivering comprehensive portfolio analytics.
  • Provides insights into portfolio allocation, geographic distribution, sector breakdown, risk analysis.
  • Offers near real-time, continuous monitoring with Vigilance Pro, ensuring alignment with Investment Mandates.
  • Delivers actionable data-driven insights using DEX, the AI-powered assistant that identifies trends and optimizes strategies.
  • Exquisitely curated order management system, reducing errors and enabling swift execution of investment decisions.
  • Provides access to historical transaction data, simplifying reconciliation and uncovering trends for future portfolio optimization.
  • Ensures full transparency with a real-time trade blotter, tracking every transaction with precision.
  • Offers a secure document vault with OCR capabilities, optimizing data management and document accessibility.

Own your future advantage today

For Family Offices

BRINGING CLARITY TO COMPLEX FAMILY OFFICE PORTFOLIOS

Share your aspirations, and we’ll design a solution that drives you forward

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Turning Your Challenges into Growth Opportunities

COMPLEXITY
Complex family structures and diverse investments, across multiple family members.
Simplify management with precise reporting and streamlined oversight.
MONITORING
Tailoring investment strategies to individual goals requires constant monitoring and customization.
Personalised portfolio monitoring with customized mandates at individual account level.
DATA FRAGMENTATION
Fragmented data from various custodians, hinders clear decision-making.
Unified real-time view of all your investments across multiple platforms and asset class.
UNRELIABLE INSIGHTS
Deluge of unreliable, generic content that lacks customization, leading to inefficient decision-making and potential risks.
Keensights, provides expert insights, ensuring informed, up-to-date, and data-driven decisions.

Empower Your Family's Wealth with Custom Solutions, Deep Insights, and Complete Control

Effortless & Rapid Onboarding

  • Swift onboarding process with minimal paperwork.
  • Immediate account setup for seamless access.
  • Automatic portfolio hierarchy generation.
  • Creation of family tree structures for better organization.
  • Quick configuration of mandates for streamlined operations.

Centralized Source for Decision-Making

  • Centralized dataset providing a single source of truth.
  • Enriched with contextually relevant and accurate information.
  • Empowers strategic and confident decision-making.
  • Tailored to meet specific individual or organizational needs.

Daily Reconciliation

  • Automated comparison and matching of data across multiple systems.
  • Immediate identification of discrepancies in financial data.
  • Timely resolution of data inconsistencies to maintain integrity.
  • Ensures continuous accuracy in all financial records.

Institutional-Grade Portfolio Analytics

  • Advanced portfolio analytics for in-depth financial insight.
  • Real-time P&L calculations for transparency.
  • Access to stress testing for proactive risk management.
  • Supports data-driven decisions aligned with strategic goals.

Customizable Workflows

  • Tailored workflows to suit specific operational requirements.
  • Built-in audit trails to enhance transparency and ensure compliance.
  • Adaptable processes that increase operational efficiency.
  • Designed to fit seamlessly into existing business structures.

On-Demand Reporting

  • Near real-time generation of tailored reports.
  • Timely and accurate data to improve strategic decision-making.
  • Customizable reporting formats based on unique requirements.
  • Supports proactive planning and operational agility.

Fortified Platform Security

  • End-to-end encryption for securing sensitive information.
  • Robust security protocols safeguarding client data and privacy.
  • Ensures a secure digital environment for wealth management.
  • Protects documents and financial data from unauthorized access.

Comprehensive Wealth Consolidation

  • Easy consolidation of all financial data into one comprehensive view.
  • Track real assets, including yachts, real estate, and art.
  • Monitor the income generated from diverse assets.
  • Manage external income, liabilities, loans, and insurance policies.
  • Provides a simplified, holistic approach to wealth management.

For Advisors

SERVICE EXCELLENCE MEETS SEAMLESS SCALING

Share your goals, and we will design the path to achieve it

Learn More

Turning Your Challenges into Growth Opportunities

LEGACY SYSTEMS
Legacy systems slow down operations and hinder growth with their limitations.
Seamless modernization of your infrastructure eliminating inefficiencies and future-proofing your operations.
DISJOINTED SYSTEMS
Disjointed systems and processes, create operational silos and increase the complexity of managing client portfolios.
Seamless integration of all your existing systems ensuring streamlined operations and cohesive client service.
SYSTEM SCALABILITY
System scalability with a growing client base can be a struggle, leading to potential service disruptions.
Scale effortlessly with your business, allowing you to grow without worrying about system limitations.
INCONSISTENT EXPERIENCE
Inconsistent client experience erodes trust and reduce satisfaction.
An intuitive platform which ensures a smooth consistent experience, for all clients, enhancing satisfaction and loyalty.
TIME CONSUMING
Time consuming and complex management of client risk proactively, including compliance and market exposure.
Near real-time monitoring and advanced analytics to stay proactive, addressing risks before they impact your clients.
UNRELIABLE INSIGHTS
Deluge of unreliable, generic content that lacks customization, leading to inefficient decision-making and potential risks.
Keensights, provides expert insights, ensuring informed, up-to-date, and data-driven decisions.

Scale seamlessly with Custom Solutions, Deep Insights, and Complete Control

Effortless Client Onboarding

  • Screen prospects in under 16 seconds with automated KYC.
  • Streamlined onboarding process, reducing manual effort.
  • Ensures compliance from the start of the client relationship.

24/7 Continuous Client Monitoring

  • Near real-time monitoring for negative media and sanctions.
  • Instant alerts to stay ahead of potential risks.
  • Continuous compliance with changing regulations.
  • Reduces manual effort in tracking client risk factors.

Integrated Order Management System

  • Manage the entire online trade lifecycle on a single platform.
  • Seamless execution to settlement for optimized efficiency.
  • Enhances portfolio performance through near real-time trade management.
  • Simplifies trade operations by centralizing management.

Institutional-Grade Portfolio Analytics

  • Access advanced P&L calculations for transparency.
  • Real-time stress testing to proactively manage risk.
  • Data-driven insights that align with strategic goals.
  • Supports complex financial analysis for informed decisions.

Customizable Workflows

  • Tailored workflows to match specific operational needs.
  • Audit trails for enhanced transparency and regulatory compliance.
  • Adaptable to improve operational efficiency and scalability.
  • Flexible enough to integrate into existing processes.

On-Demand Reporting

  • Generate near real-time, tailored reports for quick insights.
  • Customizable reporting formats to meet strategic needs.
  • Timely and accurate data for better decision-making.
  • Improves operational agility and planning.

Fortified Platform Security

  • End-to-end encryption for securing sensitive client data.
  • Robust security protocols to protect documents and information.
  • Ensures client privacy in a secure digital environment.
  • Safeguards data from unauthorized access or breaches.

Here’s how we partner with you every step of the way

01

Discovery

Laying the Foundation
We start by understanding your requirements and objectives, in depth. We then analyze your systems and goals to ensure our solution aligns with your vision.
02

Design

Designing Your Tailor-Made Solution
We design a prototype tailored to your needs, integrating key features for functionality and a seamless experience, collaborating closely to refine and perfect it.
03

Build

Testing, Training, and Implementation
After design approval, we build your platform, rigorously testing for quality and performance. Training follows to ensure smooth adoption and seamless team usage.
04

Maintain

Ongoing Support and Upgrades
Our partnership extends beyond deployment with continuous support, ensuring your platform stays optimized, up-to-date, and consistently delivers value.

Keensights

CIO Insights

Insights and analysis from financial experts on current market conditions and investment strategies

In Gold We Trust

Gold breaks out of a four-month range, fueled by Fed easing expectations, inverse correlation with interest rates, and technical momentum.

Know More »

Market Overview

Stay informed with daily updates on market movements, economic shifts, and key financial news.

Keenacademy

In-depth financial education to navigate the complexities of finance.

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Keeneyes

With their deep global expertise, proven track record, and visionary insights, Keeneyes guide our mission to transform the future of wealth management.

Shilpi Chowdhary

Founder & Chief Executive Officer

Founder of Lighthouse Canton, with a strong background in finance and technology, following leadership roles at Citigroup and Credit Suisse.

Sunil Garg

Chief Investment Officer

Over 35-year career in investment, consistently delivering results in global markets and now applying expertise to wealth management with precision and client focus.

Harish Chowdhary

Country Head, MENA

Technology leader with 15 years at JP Morgan, committed to making investment accessible and equitable through innovative tech-driven solutions.

Charu Sheel Kunwar

ED and Group Head - Human Resources

Over 20 years of HR leadership experience in IT services, focusing on global initiatives, talent development, diversity, and using technology to drive efficiency and people-centric practices.

Doorva Bahuguna

Chief Marketing Officer

Marketing leader focused on transformation, building businesses, brands, and cultures with human-centric insight and execution excellence.

Nonita Verma

Chief Strategy & GTM Officer

Seasoned technology and private banking leader with a passion for fostering collaborative work environments and building high-performing teams, drawing on 25 years of diverse experience.

Bandhan Vagheliya

Head of Product

Experienced financial services leader with a strong focus on client-centric solutions, committed to driving innovation and enhancing operational efficiency across diverse sectors in the industry.

Varun Sabharwal

Director, Global Head Pulse

A seasoned professional with 15 years in financial institutions, experienced in leading teams, driving strategic initiatives, and establishing product-market fits across the wealth management industry.

Amit Kapadia

SVP, Data and Automation

Financial services leader driving innovation and operational efficiency at Keenai, focused on building scalable, resilient technical platforms that empower teams and enhance performance.

Anil Sukhwani

Head of Operations

Financial operations expert with two decades at firms like Goldman Sachs, driving transformative initiatives in trading, compliance, and technology implementation.

Amrita Padda

Director, Growth and Strategy

Experienced leader in driving client growth and portfolio strategies, with a passion for leveraging data and digital tools in the HNW segment.

Ready to experience the future of wealth management?

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Keenai Global

Transforming wealth with intelligence and insight globally.

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KNOW US

KEENAI WEALTH

KEENAI PULSE

PEOPLE

  • Singapore

    16 Collyer Quay, #11-02 Collyer Quay Centre, Singapore – 049318

  • UAE

    The Exchange, Gate Village 11, Unit 204, Dubai International Financial Centre, PO Box 507026, Dubai, UAE.

  • Mumbai

    606-607, 6th Floor, Balaram Building, Near Family Court, BKC, Bandra East, Mumbai – 400051.

  • Hyderabad

    Central Plaza Building No. 450, Genome Valley, Hyderabad 500073.

  • Delhi

    Aloft Hotel, First Floor, Asset No 5B, Hospitality District, Aerocity, New Delhi 110037.

  • Bengaluru

    Unit G01a, B1 Building, Brigade Tech Gardens, Kundalahalli, Brookefields Green Avenue, Bengaluru, Karnataka – 560037.

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