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SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...Pitch book
Activate your investment data edge

Unify, contextualize andactivateyour investment intelligence

Transform fragmented investment, client, and risk data into actionable, AI-ready products—enabling faster, smarter decisions across equities, fixed income, and tax-saving solutions.
01Enterprise 360What is happening?
02Knowledge GraphWhy is it happening?
03AI CopilotTell me, in plain language
04Agent FactoryDon't just tell me—fix it
SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...The problem
Why now

AI isn't an algorithm problem. It's a data-readiness problem.

~70%
of enterprise data goes unused
~12%
of orgs are ready for agentic AI (despite ~80% investing)
$2.3T
of digital spend not delivering ROI
For Invest in Equity, Fixed Income, Tax Saving...: Transform fragmented investment, client, and risk data into actionable, AI-ready products—enabling faster, smarter decisions across equities, fixed income, and tax-saving solutions.
SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...What SCIKIQ does
The platform

Contextualizing data — don't just collect data, activate it.

SCIKIQ is an AI-first, no-code data-fabric platform that unifies siloed enterprise data into AI-ready data products — for enterprise-scale intelligence and data monetization.
Connect

200+ connectors — every source, no latency, no code.

Curate

Contextualize, model and prepare data for every team.

Control

Governed, lineage-traced, compliant by design.

Consume

Copilots, agents, data products and APIs that act.

SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...The architecture
From silos to autonomous execution

Four layers — each makes the next trustworthy

01

Enterprise 360 What is happening?

Break down data silos across investment, client, and regulatory systems for a single source of truth.

02

Knowledge Graph Why is it happening?

Model relationships and dependencies across investors, portfolios, transactions, and compliance events.

03

AI Copilot Tell me, in plain language

Conversationally explore investment, risk, and client data—grounded in your real context.

04

Agent Factory Don't just tell me—fix it

Autonomous agents to execute remediation, optimization, and compliance actions directly in your source systems.

SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...Enterprise 360 — the build
Layer 1 · Enterprise 360 — the build

How we unify Invest in Equity, Fixed Income, Tax Saving...'s data into one business 360

Data remains in your existing systems—SCIKIQ integrates business concepts across investment, client, and compliance domains, not just technical feeds.
Systems today — siloed
Fund Admin SystemCRM / KYC PortalPortfolio ManagementIncome Tax PortalCampaign ManagementBankingSEBI/Regulatory ReportingKYC Vendor
Unify · no data movement
Connect

200+ pre-built connectors ingest data from Fund Admin, CRM, Portfolio Mgmt, and regulatory systems.

Contextualize

Enrich and tag data with business context—client risk, product type, compliance status.

Resolve & model

Entity resolution and modeling unify clients, portfolios, transactions, and compliance events.

Govern

Lineage, quality, and access controls ensure compliance and auditability across the data fabric.

Business 360s — entities
Customer 360CRM / KYC Portal, Fund Admin, Portfolio Mgmt
Product 360Fund Admin, Portfolio Mgmt, Banking
Compliance 360CRM / KYC Portal, SEBI, Fund Admin
Portfolio 360Portfolio Mgmt, Fund Admin
Campaign 360Campaign Management, CRM
These 360s are linked in the Knowledge Graph (Layer 2), enabling root-cause analysis and AI-driven action.
SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...A day in the life
One incident, end to end

From a single signal to revenue impact — traced

Tax
The Income Tax Dept. issues new rules, reducing ELSS tax benefits and shifting investor sentiment.
ELSS
Redemptions in ELSS Fund A jump 3.2% as investors reassess tax-advantaged products.
Aggr
Total ELSS Portfolio AUM drops as redemption rate climbs to 12.4%.
High
R. Mehta, a top ELSS client, redeems ₹2L, citing tax uncertainty and pending KYC.
KYC
KYC Operations Team backlog grows, with 1,540 pending cases—320 are critical clients.
SEBI
Regulator flags risk due to unresolved KYC, recent breaches, and potential fines.
Clie
Retention team launches targeted outreach to at-risk ELSS clients.
Rete
Three new campaigns offer incentives to retain high-value ELSS clients.
CRM/
KYC remediation status and campaign responses are tracked in real time.
Clie
R. Mehta's KYC is resolved and retention offer accepted, reducing risk of further outflows.
ELSS
Net outflows slow as targeted actions reduce redemption momentum.
SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...The control tower
The outcome

One live, trusted view — for the people who run Invest in Equity, Fixed Income, Tax Saving...

Assets Under Management (AUM)
₹47,500 Cr
+2.1%
Net Inflows (QTD)
₹1,120 Cr
-8.3%
Redemption Rate (ELSS)
12.4%
+3.2%
Expense Ratio (Blended)
1.19%
-0.04%
KYC Remediation Backlog
1,540 cases
+17%
Regulatory Breaches (YTD)
2
0
Spike in ELSS redemptions due to new tax regime changes and delayed KYC remediation.
SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...Why SCIKIQ
Credibility

Proven — not a science project

Track record
  • Among the top augmented-BI platforms (Forrester)
  • NASSCOM Top-10 Deep-Tech Startup (India)
  • Featured at MWC Barcelona & AWS re:Invent for GenAI
  • World's first GenAI fare-rule engine for an international airline
  • Powers a global logistics & supply-chain leader
  • 200+ pre-built connectors · India · USA · UAE
Why not the alternatives
vs. building it yourself

SCIKIQ delivers a unified, AI-ready data fabric in under 6 months, with 200+ pre-built connectors and 85% faster integration—avoiding the multi-year, high-risk investment of custom builds.

vs. point tools / BI dashboards

Goes beyond dashboards—contextualizes data into a knowledge graph and activates it with AI copilots and autonomous agents, closing the loop from insight to action.

vs. generic data fabric / lake

Purpose-built for asset management: models client, product, compliance, and campaign 360s, not just raw data—enabling business-first, regulatory-compliant activation.

vs. raw LLMs/chatbots

Answers are grounded in your real data, lineage, and context—no hallucinations, full auditability, and explainable AI for board and regulator confidence.

SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...Use cases
Across the business

Where it pays off, across the business

Finance

Accelerate AUM growth and inflows

Unify client, product, and inflow data to identify at-risk segments and trigger targeted campaigns—driving new investments and protecting margin.

Finance 360
1234
Compliance

Proactively manage KYC and regulatory risk

Surface and resolve compliance breaches before they escalate, with full lineage and agent-driven remediation.

Compliance 360
1234
Product Strategy

Pivot product strategy in response to tax and market changes

Model scenario impacts of tax regime changes and reallocate flows to alternative products, maximizing retention and growth.

Product 360
1234
Client Operations

Streamline onboarding and KYC at scale

Automate KYC remediation and onboarding, reducing cycle time and cost while improving client experience.

Customer 360
1234
Marketing

Optimize retention and acquisition campaigns

Link campaign outcomes to real client and product data, enabling AI-driven targeting and measurement.

Campaign 360
1234
SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...The ambition
The SCIKIQ Data Activation Pyramid

From siloed data to autonomous investment intelligence

Agent FactoryAutonomous execution
AI CopilotConversational analytics
Knowledge GraphContextual relationships
Enterprise 360Unified data foundation
SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...90-day pilot
The path forward

Prove it in 90 days — then scale

Phase 1 · 30 daysConnect & Unify
  • Ingest data from Fund Admin, CRM/KYC, Portfolio Mgmt, and Income Tax Portal
  • Model key entities and relationships in the Knowledge Graph
  • Deliver real-time dashboards for AUM, inflows, redemptions, KYC status
Phase 2 · 60 daysContextualize & Activate
  • Enrich entities with risk, compliance, and product attributes
  • Launch AI Copilot for business users
  • Pilot root-cause and scenario analysis on redemption and compliance events
Phase 3 · 90 daysAutomate & Monetize
  • Roll out KYC Remediation and Retention Agents
  • Automate compliance workflows and product flow optimization
  • Track business impact: AUM protected, breaches avoided, cost savings
SCIKIQ × Invest in Equity, Fixed Income, Tax Saving...The ask
Next steps

Where to start

Unlock your investment data advantage in 90 days
1Book a 1:1 demo with SCIKIQ's asset management specialists
2Identify your highest-impact pain points (AUM, compliance, KYC, retention)
3Pilot the unified 360 and deploy your first AI Copilot and agent
sales@scikiq.com  ·  SCIKIQ moves the needles that matter—growth, margin, compliance, and operational agility—by activating your investment data.
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