Proposal Phase I · Discovery Sprint · K&I WealthTech × Dalm

Phase I —
Discovery Sprint.

A focused 10-week engagement. Anshul audits the infrastructure and architecture. Rajesh sets up the delivery machine. DevOps joins at week 3 to make the infra recommendations actionable. All 18 tasks complete. Team in rhythm. Month 3 begins with zero ambiguity.

4
Resources engaged
10wk
Duration
18
Tasks owned
₹3.1L
Per month
Resources

Who is engaged
in Phase I.

Three resources. No generalists. Each role is precisely matched to the task list — no overhead, no underutilisation. The CTO and Rajesh are active from day one. DevOps joins at week 3 once Anshul has completed the architecture deep-dive and can brief them directly.

01
CTO Office
Anshul
Owns the entire infrastructure and architecture audit — Section A of the task list. Reviews hosting setup, architecture boundaries, broker API integrations, database performance, WebSocket/streaming infra, and co-authors the cloud recommendations report with DevOps. Needs codebase access and a session with K&I's senior backend engineer in week one.
On-site week 1 — Mumbai Bi-weekly on-site thereafter Daily sync Infra report by week 6
₹1,60,000
per month
Active from week 1
02
Rajesh
Rajesh
Owns the delivery structure and process layer — the core of Section B. Runs daily standups, sets up the 2-week sprint framework, produces the weekly CEO report, tracks all 18 tasks, conducts engineer workload mapping interviews, maintains the DRI ownership map, and drives K&I's senior backend engineer to produce architectural knowledge documentation.
Fully remote Runs daily standup Weekly CEO report Sprint framework live by week 3
₹1,20,000
per month
Active from week 1
03
Consulting DevOps
DevOps Engineer
Joins at week 3 — after Anshul has completed the architecture review and can brief them on findings. Focuses on four specific tasks: environment parity gap analysis and remediation plan, WebSocket/streaming infra assessment, infra cost baseline and right-sizing, and co-authoring the cloud recommendations report. Advisory only — no production changes without explicit K&I approval.
Joins week 3 25% engagement Advisory only — no prod changes Co-authors infra report
₹30,000
per month
Active from week 3
Total monthly engagement cost — Phase I
₹3,10,000
per month · 10 weeks
Ownership

Who owns what.

Every one of the 18 tasks has a single named owner. No shared or unowned items. This is the same discipline Rajesh will enforce on K&I's own team from week 3 onwards.

# Task Owner Priority Delivery
Section A — Infrastructure Review & Cloud Assessment
A01Review current hosting setup — document VPS / cloud / on-premAnshulP0Week 1
A02Application architecture deep-dive — stack, services, broker APIsAnshulP0Week 1–2
A03Environment parity — dev / staging / prod gap analysisDevOpsP0Week 3–4
A04Database query performance audit — slow queries, N+1, indexesAnshulP1Week 2–3
A05WebSocket / streaming infra review — live market data feedDevOpsP1Week 3–4
A06Infra cost baseline & forecast — current vs projected at launchDevOpsP1Week 5–6
A07Cloud infra improvement recommendations reportAnshul + DevOpsP1Week 6–7
Section B — Project Manager Process, Accountability & Team Structure
B01Workload mapping — current task allocation per engineerRajeshP0Week 1
B02Identify distraction tasks — findings to CEO only, confidentialAnshul + RajeshP0Week 2
B03Separate roadmaps — Trading vs LAS, independent milestones + DRIAnshul + RajeshP0Week 2
B04Sprint framework setup — 2-week sprints, planning, retrosRajeshP0Week 3
B05Definition of "done" per feature typeAnshul + RajeshP0Week 3
B06Task ownership map — named DRI for every backlog itemRajeshP0Week 3
B07Feature feasibility & lifecycle mapping — effort, deps, riskAnshul + RajeshP0Week 2–4
B08Feature prioritisation matrix — revenue × completion × riskProduct ManagerP1Month 2 · Wk 5
B09Compliance stack ownership — assign Trading feature #18 ownerProduct ManagerP1Month 2 · Wk 6
B10Architectural knowledge documentation — drive K&I engineerRajesh + AnshulP1Week 5–8
Delivery Schedule

10 weeks.
Week by week.

Weeks 1–2
Onboarding & Discovery
  • Anshul on-site week 1 — codebase and infra access
  • Hosting, architecture, and DB audit begins
  • Workload mapping — engineer time audit
  • Distraction audit — confidential, to CEO only
  • Trading and LAS roadmaps drafted
Anshul Anshul Rajesh
Week 3
DevOps joins · Sprint framework live
  • DevOps onboards — Anshul briefs on architecture findings
  • Environment parity review begins
  • Sprint framework setup — first sprint kicked off
  • Definition of done agreed per feature type
  • DRI ownership map published for all backlog items
DevOps Rajesh Anshul
Week 4
Mid-point review with Kunal
  • Product Manager delivers feature prioritisation matrix — revenue × completion × regulatory risk
  • Product Manager assigns compliance stack ownership — Trading feature #18 named
  • Infra gap findings briefed — environment parity remediation plan
  • All P0 tasks complete · Product Manager engagement closes
Anshul DevOps Anshul Product Manager
Weeks 5–6 · Month 2
Infra cost work · Product Manager engagement
  • DevOps: infra cost baseline — current vs projected traffic
  • Right-sizing plan — DigitalOcean vs AWS analysis
  • Product Manager delivers feature prioritisation matrix — revenue × completion × regulatory risk
  • Product Manager assigns compliance stack ownership — Trading feature #18 named and accountable
  • Anshul + Rajesh drive architectural knowledge documentation from K&I senior engineer
DevOps Anshul Rajesh Product Manager
Weeks 7–8
Recommendations report & all 18 tasks complete
  • Cloud infra recommendations report — Anshul + DevOps co-authored
  • All 18 tasks completed and documented
  • Sprint 3 running — first two sprints retro-reviewed
  • Week 8 milestone review with Kunal
Anshul DevOps Rajesh
Weeks 9–10
Handover & Month 3 onboarding
  • Any approved infra changes from recommendations report
  • Full documentation archived and handed over
  • Month 3 full engagement scoped and agreed with Kunal
  • AI/ML engineer and junior engineer onboarding begins
Anshul DevOps Rajesh
Cost

Phase I investment.

Monthly recurring cost
₹3.1L
CTO + Rajesh + DevOps (from week 3)
One-time fee
₹0.5L
Product Manager · 2 tasks · Month 2
Total 10-week investment
₹8.25L
₹7.75L recurring + ₹50K one-time
All costs exclude GST at prevailing rates. Travel and accommodation for on-site visits borne by K&I WealthTech. All costs outside this scope require written approval from K&I WealthTech before being incurred. Phase I transitions to the full engagement at ₹7,20,000/month from month 3, subject to 30 days notice by either party.
How Phase I connects to the full engagement
Phase I · Weeks 1–10
Discovery Sprint
₹3,10,000 /month
  • Anshul — CTO Office
  • Rajesh — Project Manager (100%)
  • DevOps — 25% from week 3
  • Product Manager — one-time, Month 2
  • 18 tasks — audit, process, structure
  • No feature building
→
Full Engagement · Month 3 onwards
Build & Scale
₹7,20,000 /month
  • All 5 Dalm resources active
  • AI/ML engineer joins — advisory + analytics
  • Junior engineer joins — feature delivery
  • Infra already clean — build on solid foundation
  • Roadmap set — no discovery delay