AWS Cloud Managed Services for a Leading Indian Wealth Management Company
Following a zero-downtime migration of core infrastructure, application servers and databases onto AWS, a leading Indian wealth management firm required a strategic managed services partner to take full operational ownership of their cloud estate. Searce' stepped in as the always-on custodian ensuring that the performance, security, and cost efficiency achieved during migration are continuously protected and advanced.
The Post-Migration Challenge: Sustaining Operations
Migrating to AWS eliminated the "Hybrid Complexity Tax" that had constrained the firm's growth. However, the need for maintaining operational standards across a dynamic, high throughput cloud environment without burdening the internal teams with day-to-day infrastructure management was a priority.
Key challenges requiring continuous managed oversight included:
- Security & Compliance: Operating in a highly regulated BFSI environment with SEBI, RBI, and ISO 27001 mandates requiring continuous audit-readiness.
- Performance Assurance: Client-facing transaction engines and portfolio management platforms demand sub-second response times during peak hours.
- Cost Governance: Without active FinOps discipline, AWS workloads risk unchecked spend growth.
- Incident Response: Financial workloads require P1 incidents to be triaged and resolved in minutes, not hours, with a war-room response model.
- Operational Continuity: Sustaining the zero-downtime posture achieved during migration across ongoing change management, patching, and capacity events.
Searce CSRE Framework: Five Pillars of Operations
Searce stepped in with its dedicated Cloud Managed Services engagement, structured around five operational pillars. Each of these pillars is mapped to a specific business risk or performance objective for the wealth management firm.
Pillar 1 – Proactive Monitoring & Incident Management
The command center team provides round the clock observability across the entire AWS estate, spanning Amazon EC2 fleets, Amazon RDS databases, and supporting network and security services. Using a layered observability stack, the team monitors infrastructure resource utilisation and auto-scaling trigger events, database query performance, replication lag, and RDS instance health. Incidents are triaged against a severity matrix. P1 events carry a 15-minute response SLA and invoke a major incident management process.
Pillar 2 – Security Operations & Compliance Assurance
Financial data is among the most sensitive assets on the planet. Searce's security operations process maintains the posture through:
- CSPM for continuous security findings detection/remediation across accounts
- CIS AWS Foundations Benchmark compliance checks
- IAM hygiene reviews, least-privilege enforcement
- Patch management for EC2 and RDS instances with change window controls
- Data posture validation ensuring all S3 buckets, EBS volumes, and RDS instances meet encryption requirements
Pillar 3 – FinOps & Cloud Cost Optimisation
The firm's strategic mandate to optimize OPEX while doubling cloud footprint requires active FinOps governance, not passive cost reporting. Searce's FinOps practice delivered:
- Reserved Instance and Savings Plan portfolio management
- Rightsizing recommendations eliminating over provisioned instances
- Tag governance enforcement
- FinOps business reviews
Pillar 4 – Performance Engineering & Capacity Management
Wealth management platforms experience sharp, event-driven demand spikes driven by market openings, IPO events, and portfolio rebalancing cycles. Searce's capacity management practice ensures the platform scales ahead of demand:
- Scaling policies configured on EC2 Auto Scaling Groups
- Amazon RDS performance tuning and read-replica configuration
- Quarterly performance reports with trend analysis
Pillar 5 – Change Management & Release Governance
Operational stability requires that every change to the production environment is controlled, tested, and reversible. Searce's change management framework governs all infrastructure changes through:
- A formal Change Advisory Board process for all standard and major changes
- Rollback plans for every change
Strategic Value: Beyond Break-Fix
Searce's CMS engagement is structured as a strategic partnership, not a reactive help desk. The Platform build incorporates governance, security, monitoring, encryption and resilience controls aligned with applicable SEBI cybersecurity and cloud regulatory expectations The relationship delivers three layers of value that compound over time a) operational freedom for Internal Teams b) optimising Environment c) regulatory confidence
Metrics
- 99.99% Infrastructure Uptime: Maintained high reliability and consistently delivered rapid response rates during peak trading hours.
- Incident Resolution: Achieved a 100% success rate for response and resolution SLAs and reducing the overall Mean Time to Resolution (MTTR) by 35%.
- 28% Cost Reduction: Optimized AWS expenditures through aggressive rightsizing, orphaned resource termination, and strategic FinOps management.
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