| We offer a full spectrum of
wealth management solutions
based on powerful frameworks. We have proven expertise in various financial instruments including equities, fixed income, commodities, precious metals, life / general insurance, currencies, structured products, capital guaranteed note, alternative and non-correlated investments, real estate, artifacts and advisory services.
Successful running of
wealth management
business necessitates
full integration of all
products/services within
wealth management
portfolio and with bank
accounts, instant access
to current status of
customer relationship
and simultaneous on-line
viewing for client
collaboration. Our
technology framework
provides deep
functionality and the
architecture to
integrate easily with
third party solutions.
Focus areas are data warehouse, CRM (Customer Relationship Management) and MIS (Management Information System).
The key components of our
wealth management solution are:
- Prospecting
- Client profiling
- Client Registration
- Portfolio Tracking
- Product Selection
- Reporting
- Client Drop Out
We offer the
following services:
INTEGRATION
- Full integration with all components and with bank accounts
- Instant access to current status of customer relationship
- Simultaneous on-line viewing for client collaboration
DATA WAREHOUSING/ CRM/MIS
- Visual presentation of portfolio model
- Aggregated customer profile detailing risk appetite, time frames for various exposures, preferences in investments
- MIS tools for tracking of customer requirements and performance, CRM, checking need/actual, etc.
- Report generation (product / client / RM / region)
- Mechanism for checking asset allocation proposed and advised by customer
- Analytics on product/customer/RM profitability and other MIS needs
- Analytics like 'what if' analysis
- Forecasting model as a financial planning tool
- Sales force tracking, commencing from initiation of the call to final deliveries
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