Advice & Research
- Centralised Specialist Advisory Desk
- Dedicated online Dealer
- Money Management solutions for end clients
- Customer Profiling Tools
- Advice based Online Trading Platforms
- Subscription to special Research Literature like Most Wealth, India Strategy Review etc
- Real time dissemniation of research and technical advice
- Dedicated Risk Management Desk
Banking
- Facility to map Multiple Bank Accounts in Back Office
- Business Development
- Centralised Client Reactivation Desk
- Business Development Analysis and Reports
- Dedicated Business Development Managers
- Revenue Trackers
- Lead Management Tools
- Sales Force Automation Tool
Back Office
- Online Fund Transfer with over 24 banks
- Pan India Funds Payout within 24 hours
- Unique Workflow Monitoring Software
- Trading Software for Technical Analysis
- Online Portfolio Tracker
- Account Opening within 24 hours
- Online Risk and Surveillance software
- Advanced Trading Terminal
- Remote Access to Back-office Software
- Access to Wealth Manager – the one window view to your client`s networth
- Single Window login to all Back-office systems
- Combined Money Pay-Out in a single window for all segments
- Online Payout for offline clients
- Any time payout punch in
Customer Service
- Dedicated Customer Service Desk
- Quick Query Resolution
- Capability to handle range of customers – Retail to Super HNI
IT
- Dedicated IT Helpdesk
- State- of- the- art Data Center
- Low dependency on Internet for all operations related software
- 99.9 % uptime of Orion Trading terminal
Marketing & Branding
- Marketing Support through National Campaigns
- Local Area Marketing and Support
- Well defined and Standardised Branding Process
- Unique Look & Feel defined for all outlets
Process
- SMS Confirmation on daily basis
- Systemati
- Transition and Client Migration Process
- Unique Business Process Excellence Team to suggest, implement and monitor quality processes
- Strong & Practical Risk Management Practices
- Confirmation of Trades on Online basis
Products
- Online IPO and MF
- Multiple Financial Products like Equities & Derivatives, Commodities, PMS, Depository Services, Distribution of Mutual Funds, Insurance, IPOs, commodities and currency futures under one roof
Training
- Intense dealer training modules
- Regular Training Programs and workshops
- Dedicated Operations Training
General
- Well Respected Brand
- Knowledge Sharing Platforms
- Unique Business Development & Loyalty Program – Uppermost
- A special magazine for our sub-brokers
- Welcome Kit to clients
- Multiple Business Partner* Models for different needs
To know more from us please write a mail [email protected]