SCIKIQ × Motilal Oswal Asset Management Company LimitedPitch book

Contextualizing data for asset management

Transformdata into decisions— and drive fund performance at scale

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.

01Enterprise 360What is happening?

02Knowledge GraphWhy is it happening?

03AI CopilotTell me, in plain language

04Agent FactoryDon’t just tell me — fix it

SCIKIQ × Motilal Oswal Asset Management Company LimitedThe 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 Motilal Oswal Asset Management Company Limited: 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.

SCIKIQ × Motilal Oswal Asset Management Company LimitedWhat 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 × Motilal Oswal Asset Management Company LimitedThe architecture

From silos to autonomous execution

Four layers — each makes the next trustworthy

01

Enterprise 360 What is happening across our funds, clients, and portfolios?

Unifies all operational, client, and investment data—across PMS, mutual funds, compliance, and distribution—into a single, live business view.

02

Knowledge Graph Why are performance or compliance events occurring?

Connects investors, funds, portfolios, transactions, and compliance events—surfacing causal relationships and root causes.

03

AI Copilot What should I know or do next?

Natural language interface for grounded, explainable Q&A—enabling faster, more confident decision-making.

04

Agent Factory How do we automate and close the loop?

Deploys autonomous agents to execute rebalancing, compliance checks, or client onboarding—directly in source systems.

SCIKIQ × Motilal Oswal Asset Management Company LimitedEnterprise 360 — the build

Layer 1 · Enterprise 360 — the build

How we unify Motilal Oswal AMC's data into one business 360

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.

Systems today — siloed

Fund Admin SystemPortfolio Management SystemInvestor PortalCRMCompliance EngineSEBI PortalKFintech (RTA)PFRDA Portal

Unify · no data movement

Connect

200+ prebuilt connectors ingest data from Fund Admin, PMS, CRM, Compliance, and regulatory portals.

Contextualize

Business rules map data to key entities: investor, fund, portfolio, distributor, compliance event.

Resolve & model

Deduplicate, match, and model relationships—building a living knowledge graph of all business objects.

Govern

Apply lineage, access, and quality controls for regulatory and audit readiness.

Business 360s — entities

Customer 360Investor Portal, CRM

Fund 360Fund Admin, Portfolio Management System

Portfolio 360Portfolio Management System, Compliance Engine

Distributor 360CRM, Fund Admin

Compliance 360Compliance Engine, SEBI Portal

These 360s are interconnected in the Knowledge Graph, enabling root-cause tracing and AI-powered recommendations.

SCIKIQ × Motilal Oswal Asset Management Company LimitedA day in the life

One incident, end to end

From a single signal to revenue impact — traced

Comp

Compliance Engine flags breach: Financials exposure exceeds 35% cap.

Oper

Ops team reviews breach and prepares report for SEBI.

Brea

SEBI engagement triggered for breach disclosure.

SEBI

Ongoing SEBI discussions increase investor anxiety.

Fund

New investments paused in Multi Cap Fund.

Mult

Redemptions surge—₹156 Cr withdrawn in March.

Reta

Investor Priya S. redeems ₹2.5L from Multi Cap Fund.

Dist

WealthBridge sees ₹7.5 Cr redemptions in client base.

Proa

1,200 targeted emails sent to explain fund status and actions.

Fund

Fund AUM drops, net inflows turn negative, threatening revenue.

SCIKIQ × Motilal Oswal Asset Management Company LimitedThe control tower

The outcome

One live, trusted view — for the people who run Motilal Oswal Asset Management Company Limited

Total AUM

₹1,30,036 Cr

+3.2%

Net Inflows (QTD)

₹1,920 Cr

-8.5%

Redemption Rate

7.8%

+1.5%

Portfolio Compliance Breaches

3

+2

Fund Launch Cycle Time

74 days

-18%

Cost-to-Income Ratio

42.1%

-0.9%

A spike in redemptions in the Motilal Oswal Multi Cap Fund, triggered by a compliance breach and negative investor sentiment following SEBI categorisation talks.

SCIKIQ × Motilal Oswal Asset Management Company LimitedWhy 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 85% faster integration and 90% lower IT cost than custom builds—no code, no multi-year projects, and proven in regulated asset management environments.

vs. point tools & dashboards

Goes beyond static BI—contextualizes data across funds, clients, and compliance, enabling real-time root-cause analysis and autonomous action, not just reporting.

vs. generic data fabrics/lakes

Purpose-built for asset management: entity 360s, compliance lineage, and agentic automation for fund, portfolio, and channel operations—out-of-the-box.

vs. raw LLMs/chatbots

Answers are grounded in your real data, with full lineage and compliance traceability—no hallucinations, no black-box risk.

SCIKIQ × Motilal Oswal Asset Management Company LimitedUse cases

Across the business

Where it pays off, across the business

COO

Portfolio & Fund 360: Monitor, trace, and act on performance and risk

Unify fund, portfolio, and compliance data to monitor AUM, inflows/outflows, and detect breaches—enabling faster, more confident decisions.

Fund 360, Portfolio 360

1234

Compliance

Compliance 360: Detect, trace, and close breaches before they escalate

Map all compliance events, trace root causes, and deploy agents to automate remediation—reducing regulatory risk and manual workload.

Compliance 360

1234

Distribution Head

Distributor 360: Grow and protect channel AUM

Monitor distributor performance, detect at-risk channels, and trigger targeted campaigns to recover inflows and deepen relationships.

Distributor 360

1234

Product

Fund Launch Accelerator: Cut time-to-market and capture new flows

Automate onboarding, compliance, and channel activation for new funds—reducing launch cycle time and capturing AUM faster.

Fund 360, Compliance 360

1234

Investor Relations

Customer 360: Personalize engagement and retention

Segment and engage investors based on behavior, risk, and product fit—reducing churn and enhancing experience.

Customer 360

1234

SCIKIQ × Motilal Oswal Asset Management Company LimitedThe ambition

From data silos to autonomous asset management

Activate Motilal Oswal AMC’s data for growth, compliance, and investor trust

Agent FactoryAutonomous execution

AI CopilotExplainable, grounded Q&A

Knowledge GraphAll relationships, all context

Enterprise 360Unified business data

SCIKIQ × Motilal Oswal Asset Management Company Limited90-day pilot

The path forward

Prove it in 90 days — then scale

Phase 1 · 30 daysConnect & 360 Modeling

Ingest data from Fund Admin, Portfolio Mgmt, CRM, Compliance Engine
Map and resolve key business entities
Initial dashboards for AUM, inflows/outflows, and compliance

Phase 2 · 60 daysKnowledge Graph & Copilot

Build knowledge graph linking funds, portfolios, investors, events
Deploy Copilot for natural language Q&A
Incident tracing and explainable insights

Phase 3 · 90 daysAgent Factory & Autonomous Actions

Launch Redemption Risk Outreach Agent
Automate compliance rebalancer and fund launch
Closed-loop monitoring and reporting

SCIKIQ × Motilal Oswal Asset Management Company LimitedThe ask

Next steps

Where to start

See your first 360 in 30 days—then scale to knowledge graph, copilot, and agents.

1Identify your highest-impact scenario (e.g., redemption risk, compliance, fund launch)

2Connect Fund Admin, PMS, CRM, and Compliance Engine for unified 360s

3Pilot Copilot and Agent Factory on your live data and workflows

sales@scikiq.com · Move the needle on AUM growth, compliance, and operational efficiency—book a SCIKIQ 360 discovery session.