Company

Where innovation
meets trust

WealthSpectrum has been trusted by the leading financial institutions, global private banks, boutique investment managers, HNW wealth managers and multi family offices. With $300B+ in assets managed on our platform, we deliver secure, scalable, and compliance-ready solutions that empower our clients to achieve consistent performance and long-term success.
Separator

Focussed

WealthSpectrum is the flagship platform of Applied Software Pvt. Ltd., built with a singular focus - empowering the investment and wealth management industry with technology that works as hard as you do.

Proven

For over 20 years, we've partnered with investment managers, wealth managers and custodians to streamline operations, strengthen client relationships, and unlock new opportunities through innovation.

Independent

We've grown entirely on our own - funded solely by our promoters' capital and retained earnings, with no external borrowing or outside investors. This independence allows us to stay true to our clients, invest with a long-term view, and build solutions designed to last.

Team

Who we serve?

Wealth Managers and RIAs
Why they choose us?

Integrated front-to-back office platform with a centralised data store, scalable and reliable portfolio accounting, benchmarked performance measurement, white-label client/RM portals.

Top outcomes:

Faster month-end packs, reduced breaks, consistent advice and governance - all supported by a reliable and efficient back office and digital workflows that connect clients and Advisors / RMs.

Investment Managers (PMS / SMA / AIF)
Why they choose us?

Integrated front-to-back office coverage with order management, pre/post-trade compliance, reliable back office operations and reconciliations.

Top outcomes:

Seamless trade order management, precise fee and billing calculations, and timely distributor and client reporting - all supported by a reliable and efficient back and mid office.

Fund Administrators and AIFs
Why they choose us?

Integrated fund administration with end-to-end fund accounting and investor registry, covering calls, distributions, performance fees and regulatory packs.

Top outcomes:

Timely NAVs, clean audits, investor transparency - delivered through a reliable and efficient back office.

Family Offices (SFO/MFO)
Why they choose us?

Integrated front-to-back office support for multi-asset accounting with look-through into funds/SPVs and consolidated reporting.

Top outcomes:

One truth across banks, brokers, and entities; simple, on-demand reporting for principals - backed by a reliable and efficient back office.

Separator

Management Team

Kirit Parekh

Director

Kirit has about three decades of experience in business and in senior executive positions with large corporations including IBM and Ingersoll - Rand. He holds Master's degree in engineering from the University of California, Berkeley and Master of Business Administration degree from the University of Pittsburgh.

Mihir Parekh

Managing Director

Mihir has worked with Oracle Corporation at the headquarters in Redwood Shores, California as a software developer for the supply chain modules of the Oracle e-business suite. WealthSpectrum was conceived by him and he left Oracle Corporation to get into business. He holds Bachelor's degree in Computer Engineering from Gujarat University in India and Master's degree in Computer Science and Engineering from Oregon Graduate Institute, Beaverton, OR and holds several professional certifications.