Motilal Oswal AMC’s growth and compliance ambitions depend on activating siloed data across funds, portfolios, channels, and risk. SCIKIQ unifies your investment, client, and operational data into a living knowledge graph—enabling AI-powered insight, compliance, and autonomous action.
Unlock 360° portfolio intelligence, accelerate product launches, and reduce compliance risk—while cutting integration costs and time-to-market. SCIKIQ is the AI-first data-fabric built for asset managers ready to lead in India’s ₹200 lakh crore mutual fund future.
Captured from 23 sources across strategy, leadership, lines of business, competition, geographies, capabilities and recent signals — and used to ground everything below.
The maturity curve runs from visibility, to explanation, to natural-language reasoning, to action — and each step depends on the one before it.
Consolidates client, portfolio, fund, and compliance data from disparate sources into a single, AI-ready business view—enabling real-time monitoring of AUM, inflows/outflows, and risk exposures.
Unified dataMaps relationships between investors, funds, holdings, and compliance events—tracing root causes of performance or compliance deviations across the business.
Contextual insightLets analysts and executives ask complex questions—like 'Why did redemptions spike in Multi Cap Fund X?'—and receive grounded, explainable answers with supporting data lineage.
Explainable AIDeploys autonomous agents to rebalance portfolios, flag compliance breaches, or accelerate onboarding—closing the loop from insight to action, and protecting both margin and reputation.
Autonomous actionDelivers a data/AI edge over rivals by reducing time-to-market for new products, improving compliance, and enabling differentiated investor experiences.
Data-driven advantageBuilt bottom-up, because trust compounds upward: agents are only as safe as the copilot's grounding, the copilot only as reliable as the graph, the graph only as complete as the 360° model beneath it.
Unifies all operational, client, and investment data—across PMS, mutual funds, compliance, and distribution—into a single, live business view.
Connects investors, funds, portfolios, transactions, and compliance events—surfacing causal relationships and root causes.
Natural language interface for grounded, explainable Q&A—enabling faster, more confident decision-making.
Deploys autonomous agents to execute rebalancing, compliance checks, or client onboarding—directly in source systems.
Data remains in your core systems—SCIKIQ connects, contextualizes, and governs business concepts, not just data tables. We build a living 360° of investors, funds, portfolios, and risk.
200+ prebuilt connectors ingest data from Fund Admin, PMS, CRM, Compliance, and regulatory portals.
Business rules map data to key entities: investor, fund, portfolio, distributor, compliance event.
Deduplicate, match, and model relationships—building a living knowledge graph of all business objects.
Apply lineage, access, and quality controls for regulatory and audit readiness.
Unified view of all retail, HNI, and institutional investors—their holdings, transactions, and engagement.
All funds—AUM, performance, inflows/outflows, compliance status, and portfolio composition.
Every portfolio’s exposures, sector allocations, and compliance status.
Channel partners, their client base, AUM, inflows/outflows, and performance.
All compliance events, breaches, regulatory filings, and audit trails.
SCIKIQ delivers 85% faster integration and 90% lower IT cost than custom builds—no code, no multi-year projects, and proven in regulated asset management environments.
Goes beyond static BI—contextualizes data across funds, clients, and compliance, enabling real-time root-cause analysis and autonomous action, not just reporting.
Purpose-built for asset management: entity 360s, compliance lineage, and agentic automation for fund, portfolio, and channel operations—out-of-the-box.
Answers are grounded in your real data, with full lineage and compliance traceability—no hallucinations, no black-box risk.
When the four layers are in place, leadership sees a single live view — every number traceable to its source, every alert to its root cause.
Entities and their typed relationships as one connected, physics-driven graph. Drag nodes, scroll to zoom, click to inspect — or trace the live scenario from root cause to business outcome.
Ask plain-language questions about fund performance, compliance, or investor behavior—get grounded, explainable answers with data lineage. Language models supply the fluency; the graph supplies the truth.
Every agent draws on the same graph and semantic layer — then closes the loop with a real transaction in the source system.
“Can we trust it?” — answered by design, not by promise.
Every leader sees themselves — each use case builds on a business 360 and the four pillars it needs: 1 Enterprise 360 · 2 Knowledge Graph · 3 AI Copilot · 4 Agent Factory.
Unify fund, portfolio, and compliance data to monitor AUM, inflows/outflows, and detect breaches—enabling faster, more confident decisions.
Map all compliance events, trace root causes, and deploy agents to automate remediation—reducing regulatory risk and manual workload.
Monitor distributor performance, detect at-risk channels, and trigger targeted campaigns to recover inflows and deepen relationships.
Automate onboarding, compliance, and channel activation for new funds—reducing launch cycle time and capturing AUM faster.
Segment and engage investors based on behavior, risk, and product fit—reducing churn and enhancing experience.
Built once, the context layer becomes shared infrastructure — so each new AI initiative starts from enterprise context, not a blank integration backlog.
We would prove the context layer in three focused sprints — earning the right to scale with evidence, not slideware.
Onboard core systems, build Fund, Portfolio, and Customer 360s.
Model relationships, enable root-cause tracing, and activate AI Copilot.
Deploy autonomous agents for compliance, outreach, and fund launch acceleration.
Motilal Oswal AMC achieves unified, AI-ready data, root-cause traceability, and autonomous value creation—delivering faster growth, lower risk, and a data-driven edge.