BFSI & BANKING

Fixed Asset Management for
Banks, NBFCs & FIs

Manage fixed assets across every branch, office, data centre, and ATM site — with on-premise deployment, RBI/SEBI-ready audit trail, document-linked records, and approval workflows.

RBI & SEBIAudit Ready
On-PremiseAir-Gapped
ATM & VaultQR Tracking
24+ BranchesNetwork Sync
Deployed at SBI Payment Services On-Premise Air-Gapped 100% Data Sovereignty
SBI Payment Services — Mumbai Hub
Air-Gapped · Live
Total Assets12,842
Verified11,964
In Audit624
Discrepancy54
Asset Class Split
12,842Assets
ATMs 35%
Servers 28%
Vaults 22%
CCTV 15%
Branch Audit Status
Mumbai Hub (1,842)98.4%
Delhi Hub (2,150)94.2%
Pune Ops (1,240)96.1%
Bengaluru DC (1,620)91.5%
24 Branches Synced with HQ Register
Security: On-Premise Air-GappedAudit: RBI & SEBI Ready
SBI Payment Services Pvt. Ltd. · On-Premise
The BFSI Reality

What goes wrong when financial institutions manage assets on spreadsheets

These are not hypothetical problems. These are the findings that appear in internal audits and RBI inspection reports at banks and NBFCs every year.

Branch Network Lag

Branch assets are untraceable across the network

A bank with 200+ branches cannot rely on branch managers to maintain accurate local spreadsheets. Assets purchased centrally reach branches, get informally moved between floors, and eventually disappear from records.

Cloud Security Risk

Asset data cannot go on shared cloud infrastructure

Most shared SaaS tools are cloud-only. For a bank or NBFC, putting asset register data — including purchase values, custodian names, and location data — on third-party public clouds triggers severe data governance concerns.

Missing Invoices

Invoices and documents cannot be produced during inspection

During an RBI inspection or internal audit, the auditor asks for the purchase invoice, warranty certificate, or AMC agreement for a specific asset. Paper records scattered across old physical folders cause instant audit exceptions.

Depreciation Drift

Depreciation schedules don't reconcile with balance sheet

The finance team runs their depreciation in Excel while the asset register is maintained by admin. The two files rarely compare cleanly, forcing year-end adjusting entries without understanding the root cause.

Unrecorded Scrap

Asset write-offs and scrap have no formal paper trail

Retiring an obsolete server or scrapping damaged office furniture should generate a vendor certificate, disposal record, and authorised sign-off. Without a system, unrecorded write-offs invite adverse auditor remarks.

Manual Sweep Lag

Physical verification takes weeks and is outdated on day one

A physical verification team is sent with printed lists. Data gets re-entered from handwritten sheets by juniors. By the time reports reach finance heads, they are weeks old and contain transcription errors.

How AssetsTrak Addresses BFSI Requirements

Purpose-built for the compliance demands of regulated financial institutions

Every feature in AssetsTrak was designed with the governance requirements of Indian banks, NBFCs, and insurance companies in mind.

Air-Gapped Security

On-Premise Deployment — Data Never Leaves Your Network

AssetsTrak is available as a fully on-premise deployment on your own servers (Windows Server + Linux DB). No asset data ever leaves your network — meeting RBI, SEBI, and IRDAI data residency mandates.

Audit Trail

Complete Audit Trail for Every Asset, Every Action

Every action — purchase entry, allocation, transfer, repair send-out, repair return, scrap, write-off — is timestamped and attributed to a named user. The audit log is immutable and exportable in 30 seconds for RBI inspections.

Multi-Branch Hierarchy

Branch-wise and Department-wise Asset Register

centralized register across all branches, regional offices, ATM sites, and data centres. Filter by location, sub-location, category, status, or custodian in real time with granular role-based permissions.

Document Vault

Document-Linked Asset Records — In One Place

Attach purchase invoices, warranty certificates, AMC agreements, insurance policies, and destruction certificates directly to each digital asset record. Pull proofs in 1 click during statutory audits.

Approval Engine

Formal Approval Workflow for Every Movement

No asset can be transferred, sent for repair, or scrapped without going through a digital approval chain with email alerts, mandatory approver remarks, and immutable timestamps.

Mobile Scanning

Mobile Physical Verification Across All Branches

Verification teams scan QR codes or RFID labels with Android/iOS apps (including offline mode). Discrepancies are flagged immediately and branch audit summaries generate in real time.

A Real-World BFSI Scenario

How AssetsTrak handles a branch laptop transfer at a bank

Without AssetsTrak — Informal Tracking

Branch Register Discrepancy & Audit Finding

The IT manager at Mumbai HQ gets a call from Pune branch saying they need two laptops urgently. The laptops move by courier. Six months later, during audit, HQ register still shows those laptops at HQ pool, while Pune branch has nothing logged. Internal auditors raise an exception for untraceable assets.

With AssetsTrak — Structured Process

Controlled Transfer & Instant Verification

The Pune branch submits a transfer request in AssetsTrak. HQ IT head reviews and approves with digital sign-off. Both managers receive notifications. When received, Pune scans the QR codes to verify custody. Subsequent audits pass with 100% match and zero discrepancies.

See This in a Live Demo

AssetsTrak is designed for the Indian BFSI compliance environment

India-specific regulatory alignment

AssetsTrak's features — depreciation methods, approval workflows, audit trail structure, document management, scrap records — are aligned with the documentation standards expected by Indian regulatory authorities.

RBI GuidelinesSEBI RegulationsCompanies Act 2013Income Tax ActInternal Audit StandardsData Sovereignty
BFSI FAQ

Frequently asked questions by BFSI teams

Yes. AssetsTrak is available as a fully on-premise deployment. The application server runs on Windows Server (Intel Quad Core Xeon or equivalent, 16GB RAM minimum) with a Linux database server. No data is hosted on third-party cloud. Data residency is entirely within your network. This is the same configuration deployed at SBI Payment Services Pvt. Ltd.
AssetsTrak generates: (1) Fixed asset register with purchase details, location, custodian; (2) Asset movement history with immutable timestamps; (3) Companies Act Schedule II & IT Act depreciation schedules; (4) Physical verification discrepancy reports; (5) Scrap & write-off registers with attached destruction certificates. All exportable to Excel and CSV.
Yes. AssetsTrak provides API-based integration with ERP and accounting systems (SAP, Oracle Financials, Finacle, Tally, or custom internal systems), eliminating manual re-entry of asset capitalization and depreciation journal entries.

Ready to pass your next BFSI asset audit with confidence?

Book a demo tailored to BFSI — we'll show AssetsTrak running with a bank or NBFC asset register, including the on-premise deployment configuration.