Assess
We review your regulatory obligations and current data governance setup, if any.
Microsoft 365 for Financial Services · India
Microsoft 365 configured for auditors, not just users.
Financial services organizations need retention, eDiscovery, and access controls that hold up under audit — configuration decisions that matter well beyond day-to-day productivity.
We configure Microsoft 365 with regulatory and audit requirements in mind, and can work alongside your compliance team to make sure the technical controls actually support what they need to demonstrate.
Financial services had the highest average data breach cost of any sector in India in 2026 — ₹40.9 crore per incident, according to IBM's 2026 Cost of a Data Breach Report. Retention, access control, and audit-ready configuration aren't optional extras for this sector — they're the baseline.
Why Rua
What financial services organizations need beyond standard setup.
Audit and regulatory requirements shape what 'properly configured' means.
Retention and eDiscovery configured for auditData retention and legal hold capabilities configured to actually support audit and regulatory review, not left on default settings.
Access controls with a clear audit trailRole-based access and logging so who accessed what, and when, is traceable and demonstrable.
Works alongside your compliance teamWe configure technical controls in coordination with your compliance function, not as a substitute for it.
How we set it up
From compliance requirements to a configured tenant.
Configure
Retention, eDiscovery, and access control policies are configured around your compliance requirements.
Roll out
Staff are onboarded with training on the policies now in place.
Review & support
We revisit configuration periodically and coordinate with your compliance team on an ongoing basis.
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Coverage
Serving businesses across India.
Financial services deployment and support are delivered remotely for organizations anywhere in India.
We serve businesses across India, with on-site support where needed and remote support everywhere. Get in touch to confirm coverage for your location, or browse IT services by city.
FAQ
Common questions about Microsoft 365 for financial services organizations.
QCan Microsoft 365 support our regulatory retention requirements?
Yes, retention policies and eDiscovery capabilities can be configured to align with your specific regulatory retention obligations.
QAre you a compliance certification body for financial regulations?
No, we're not a compliance certification body — we configure the technical controls that support what your compliance team needs to demonstrate.
QCan you work alongside our existing compliance officer or team?
Yes, we configure technical controls in coordination with your compliance function rather than working around it.
QCan access to sensitive financial data be tracked and audited?
Yes, access controls and audit logging can be configured so activity on sensitive data is traceable.
QDo you work with both banks and smaller financial services firms?
We work with financial services organizations of varying sizes — the core compliance-aware configuration scales to your organization's complexity.
Considering Microsoft 365 for your financial services organization?
Tell us about your regulatory requirements and current setup, and we'll take a look — no obligation.
