OpsPhi builds the research, automation and strategy-engineering systems around trading and investment workflows — led by a product leader who trades.
Product strategy for teams building markets products. Research, monitoring, reporting and execution automation for teams running them. Backtesting and validation for the strategies behind them.
The OpsPhi operating layer turns continuous information flow into systematic, auditable decisions — across research, signals, monitoring, risk and execution.
Each layer composes with the next. Market data feeds research; research feeds signal generation; signals flow through an intelligence layer that monitors context and risk; execution infrastructure turns validated decisions into broker-integrated action — and feedback flows back up the stack.
Product judgment, production systems and research engineering — applied to the same domain: how trading and investment teams actually work.
Product consulting, research and roadmap work for teams building trading, investing and wealth products. Discovery, competitive teardowns, prioritisation and AI-feature judgment — from a product leader who trades the markets your users trade.
Research pipelines, monitoring agents, reporting and order workflows built as production infrastructure you own and operate. This is where the six infrastructure pillars below live.
The machinery around your strategy ideas: clean data, honest backtests with costs and regime splits, walk-forward validation, monitoring for drift, then productionisation. Your rules and your edge stay entirely yours.
Within Automation & AI Systems, each pillar can stand alone or compose into a single operating layer for financial intelligence.
Copilots, document intelligence and structured research workflows.
Frameworks for discovering, validating and distributing your own signals, inside systems you own.
Continuous surveillance of instruments, portfolios and events.
Broker & data integrations (Zerodha Kite Connect, Interactive Brokers, and other broker/data APIs), OMS workflows and trade lifecycle automation.
Position, exposure and limit engines with pre-trade controls.
Event, news and earnings intelligence with company and entity monitoring.
Dashboards, reporting systems, internal platforms and agentic workflow automation.
Infrastructure partnerships shouldn't start with a leap. Most of ours start with a scoped pilot.
A scoped, production-grade system delivered in 2–4 weeks — research automation, monitoring agents or reporting infrastructure. Fixed scope, fixed price. You own the system, the code and the data.
We design, build and extend your research-to-execution stack over time — composable systems that grow with your team, strategies and AUM. Build fee plus a maintain-and-extend retainer.
For fintech and platform teams: senior product and AI-systems leadership embedded inside your team, two to three days a week — roadmap, architecture and shipped features without a full-time hire.
Every engagement starts with a working session that is useful whether or not we work together.
30 minutes. We map where your research, ops and order workflow leak time, and what to automate first. You keep the map.
30 minutes. For PMS and AIF teams: earnings coverage, client reporting and monitoring, mapped to an automation plan with the audit trail built in.
A short written teardown of your product from a trader-PM lens — someone who is both a product leader and your end user. Two pages, no strings.
We partner with organizations that rely on research, information, signals and decision-making to operate effectively in financial markets.
Systematic execution, monitoring and risk infrastructure.
Product strategy, AI features and embedded product leadership.
Research, signal discovery and backtesting platforms.
Intelligence, monitoring and portfolio operating systems.
Workflow, reporting and execution infrastructure.
Consolidated monitoring and decision support systems.
Custom research, signal and execution tooling.
Knowledge systems and research workflow automation.
Event, news and entity intelligence infrastructure.
Infrastructure is only valuable when it improves decision making and operational efficiency.
Automate ingestion, structuring and surfacing of research across sources.
Always-on surveillance across instruments, sectors and entities.
Codify discretionary screening into repeatable signal infrastructure.
Replace fragile sheets with auditable systems of record.
Broker-integrated workflows with pre-trade and lifecycle controls.
Operate more strategies, accounts and brokers without linear headcount.
Unify research, intelligence, positions and events in one layer.
Structured frameworks and dashboards wired into live data.
Senior product and AI judgment, embedded two to three days a week.
Built by someone who is both a product leader and an active trader.
Markets are becoming increasingly AI-native and information-dense.
The organizations that outperform will not simply consume research and data. They will operate intelligent systems that continuously monitor markets, generate signals, evaluate opportunities and support execution.
We believe the next generation of financial organizations will be built around operating systems rather than disconnected tools.
OpsPhi is building toward that future — creating the operating layer between information, intelligence, decisions and execution.
Many organizations discuss AI, automation and intelligence systems.
Far fewer have designed, built and operated production infrastructure used in live financial environments.
OpsPhi focuses on building systems that move from research to execution.
Built by practitioners across markets, technology and systems.
Designed around how trading and research teams actually work.
Every system starts from the underlying decision and information flow.
We optimize for systems that run live, not slide decks.
Designed around your workflows, brokers and data — not a template.
AI is built into the architecture, not bolted on as a feature.
Our infrastructure-first approach can be applied across multiple market structures and asset classes.
We work across Indian and global markets — with deep familiarity with Indian market structure, brokers and data providers.
OpsPhi is founded and led by Ankush Goyal — product leadership at PhonePe and Ola, IIT Roorkee, and a decade across consumer technology and financial markets. He is an active systematic trader in Indian markets. Supported by a senior technical team across engineering, data and AI systems.
Every system here is designed by someone who runs his own money through markets.
LinkedIn →Whether you're building research workflows, intelligence systems, signal infrastructure, monitoring, risk or execution platforms — we'd love to explore how we can help.