BN Rathi Securities

Developed a secure financial reporting portal for BN Rathi Securities, enabling real-time client access to ledgers, portfolios, trade reports, and compliance data.
Platform Developed
Android
Web

Overview

BNRSL relied on fragmented systems for client reports, making data access slow and error-prone. A React–NodeJS portal with real-time retrieval, self-service requests, and SSO security was built to centralize financial ledgers, trade confirmations, and historical compliance records. This improved customer experience, reduced manual effort, and ensured scalable, audit-ready operations.
 

Problem

  • Fragmented systems and manual processes further hindered reconciliation of holdings across multiple asset classes and reduced transparency into P&L statements, transaction history, and service requests like margin pledges or payouts.
  • Additionally, fulfilling compliance and audit obligations around historical financial data posed operational risks.

Solution

  • Real-Time Financial Reporting Platform: Developed a secure, scalable portal named BNRathi, offering clients instant access to trade confirmations, ledgers, P&L reports, holdings, and annexures through an intuitive UI.
  • Multi-Asset Portfolio & Compliance Integration: Integrated Equity, F&O, Currency, and Commodities reporting with historical data uploads (Annexure 10 DB), ensuring complete visibility and regulatory compliance.
  • Client Self-Service Capabilities: Enabled customer-initiated actions such as PayIN/PayOut requests, margin pledges, and profile updates through self-service flows, improving convenience and reducing support load.
  • SSO & Enterprise-Grade Security: Implemented single sign-on (SSO) authentication, granular UI-level access controls, and recon modules to ensure secure, accurate, and auditable report access.

Key Business Outcomes

  • Increased Customer Autonomy: Empowered customers to manage users and assign add-on licenses directly within defined limits, reducing reliance on admin intervention.
  • Streamlined and Secure Access: Unified SSO implementation (via Auth0) enhanced security and usability across all TVT products—Desktop, Web, Cloud, and Connect.
  • Modernized License Management: SSP became the centralized, scalable platform for handling licenses, including support for the upcoming TVT Web product.

Technology

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Office Locations
Development Centre
Chennai
NO. 07, Kumaran Nagar, 200 Feet Radial Road,
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117
Registered
Address
Nazareth
Registered Address
Nazareth
13, Agapaikulam 8th Street,
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617.
US Office
United States
2093 Philadelphia, Pike,
#5056 Claymont,
DE 19703, United States.
Singapore Office
Singapore
101 Cecil Street,
#20-11 Tong Eng Building,
Singapore 069 533.
Development
Centre
Nazareth
Selvan's Complex, 203,
Margoschis Road, Nazareth,
Tamil Nadu 628617.
Development
Centre
Tirunelveli
AP Towers No. A16, NGO 'A' Colony,
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Development
Centre
Chennai
NO. 07, Kumaran Nagar, 200 Feet Radial Road,
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117
Registered Address
Nazareth
13, Agapaikulam 8th Street,
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617.
US Office
United States
2093 Philadelphia, Pike,
#5056 Claymont,
DE 19703, United States.
Singapore Office
Singapore
101 Cecil Street,
#20-11 Tong Eng Building,
Singapore 069 533.
Development Centre
Nazareth
Selvan's Complex, 203,
Margoschis Road, Nazareth,
Tamil Nadu 628617.
Development Centre
Tirunelveli
AP Towers No. A16, NGO 'A' Colony,
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Register Address
Nazareth
13, Agapaikulam 8th Street
Sathankulam Road, Nazareth,Tuticorin,
Tamil Nadu 628617
US Office
United States
2093 Philadelphia, Pike,
#5056 Claymont,
DE 19703, United States.
Singapore Office
Singapore
101 Cecil Street,
#20-11 Tong Eng Building,
Singapore 069 533.
Development
Centre
Nazareth
Selvan's Complex, 203,
Margoschis Road, Nazareth,
Tamil Nadu 628617.
Development
Centre
Tirunelveli
AP Towers No. A16, NGO 'A' Colony,
North Main Road, Tirunelveli,
Tamil Nadu - 627007
Development
Centre
Chennai
NO. 07, Kumaran Nagar, 200 Feet Radial Road,
Zamin Pallavaram, Chennai,
Tamil Nadu - 600117
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