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
• Systematic 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