Financial Services Solutions

Investment Research

Reduce costs by up to 60% by utilizing our highly trained offshore financial research and data analytics team.


Rethinking Operating Models in the Digital Era

With democratized access to data, emerging and new regulations, shift towards passive products and budgets under pressure, asset managers continue to rationalize their research spending, whereas research providers focus on producing differentiated research to stand out in a sea of sameness.

With an experience of 18+ years, our Investment Research Solutions are backed by deep domain expertise spanning across traditional fundamental research to new age data analytics and ESG. Continuous technology and process improvements make us a partner of choice for our Clients. While we provide actionable insights to make informed decisions, Clients leverage our micro automations, contextual automation platforms, and flexible engagement model to free up their time to focus on value-adding activities.

Reduce costs by up to 60% by utilizing our highly trained offshore financial research resources.  Improve operating efficiency by up to 70% by utilizing our purpose-built micro-automation tools to allow your investment teams to focus on higher value-added, mission critical tasks.  Gain additional investment insights by partnering with our data analytics team.

How does the traditional research function differentiate its strategy and research products, while optimizing processes? How do you scale up your proprietary datasets and use them to generate meaningful insights, ultimately monetizing your data assets?

Automatize and digitize your research processes

Enhance visualization and distribution processes using our interactive, automated research tools. 

Monetize research and data assets

Differentiate research and bundling of data assets to unlock a new revenue stream by partnering with Evalueserve to build  an Innovation Hub. 

Optimize your time

Streamline your research processes to save analysis time for high-value work with  our technology and service design skills 

Our Advantage

Delivering Results in Some Cases

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Improvement in operating efficiency
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Reduction in costs
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Model accuracy

Our Capabilities

Transforming Research Processes to Increase Efficiency and Monetize Data

Reference Case

Boost Productivity and Time to Market with Automated Model Update

Our client is a global bulge bracket investment bank and we support their equity research teams across multiple geographies. With increased pressure to reduce time to market, equity research teams get stretched to update their financial models quickly, especially during peak earnings season, when multiple companies report on the same day. Analyst teams needed a solution to update their models faster – but without compromising on data accuracy.  

Related Resources

Optimize your outcomes.

Domain experts

Meet the experts you will work with.

We are a partner of choice for our Clients and have over 600+ Investment research analysts, covering more than 30 sectors and providing support in 25+ languages; plus 100+ technology specialists and a proprietary library of 3,000+ micro-automations.

Anshul Gupta

12+ Years at Evalueserve

Asmita Jimulia

Associate Director
10+ Years at Evalueserve

Rahul Chhabra

6+ Years at Evalueserve

Satyam Kumar

Senior Manager
11+ Years at Evalueserve

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