Wealth Management solution

Marketing and Digital Solutions for Wealth Managers

Our approach

With over a decade of experience, our Fund Marketing Services (FMS) vertical caters to over 60 asset and wealth managers globally, helping them streamline their marketing and reporting operations. We offer a wide range of solutions across presales, reporting, client servicing, and digital marketing to enable businesses minimise costs (30-40% cost arbitrage), refine operational capabilities, and leverage technological game changers.

How we are different

Managed services
Managed services

Sustainable ecosystem of people, process, and technology

Skilled resources
Skilled resources

Capital-markets DNA, with strong knowledge of the investment process

Aesthetics
Aesthetics

Unique and professional visuals for factsheets, presentations, and web visuals to stand out in the market

Flexibility
Flexibility

Range of engagement models to manage skewed work volumes

Bespoke technology
Bespoke technology

Customised automated solutions based on individual client needs vs off-the-shelf tools

Talk to an expert

See how we can help you improve your processes and make you
more efficient.

What we have done

In the News

Global Finance
“A New Era Of Riches”

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Our perspective on Marketing and Digital Solutions for Wealth Managers
Content optimisation via smart templates: Letting machines do the ordinary so RFP writers could focus on the extraordinary Blog
Content optimisation via smart templates: Letting machines do the ordinary so RFP writers could focus on the extraordinary

Many of us working in th..... Read More

Leveraging search engine optimisation/paid ads to boost return on investment in asset management Blog
Leveraging search engine optimisation/paid ads to boost return on investment in asset management

With the recent shift fr..... Read More

Personalisation: the key to client retention Blog
Personalisation: the key to client retention

Personal..... Read More

Meet our experts

Sailaja Devireddy

Senior Director, Fund Marketing Services

Sailaja Devireddy has 16 years of work experience and heads the Fund Marketing Services (FMS) division at Acuity Knowledge Partners. She specializes in the capital markets domain, including equity markets, fund solutions, and fund marketing support for asset managers and ETFs. She has vast experience in transitioning and leading global teams. She is actively involved in account management, client engagement and project management of large teams that provide end-to-end support to global asset managers on a variety of FMS activities. She is a qualified Chartered Accountant and Company Secretary

Sailaja Devireddy
Narendra Babu

Director, Fund Marketing Services

Narendra has been with Acuity Knowledge Partners (Acuity) since 2007. He has over 10 years experience in mutual funds, ETFs reporting and derivatives trading. At Acuity, he is responsible for project transition and setting-up high-performing teams to support client reports, factsheets, pitchbooks, performance reports, and investment writing for global asset and wealth managers. He has worked with several asset managers to streamline their processes, helping them implement industry best practices and achieve process efficiencies resulting in significant cost reduction. Prior to joining Acuity, he worked as Eurodollar trader. He holds master’s degree in management from Bangalore University.

Narendra Babu
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