my networth (Online back office) Our online back office ‘my networth’ provides a convenient solution to all these problems. It is amongst the best in the industry and it enables you to get hourly brokerage generation MIS, multiple transactional detailed reports viz. financial statements, net position, settlement bills, delivery reports, transaction statement, contract note etc. It proves to be a single contact point that connects you, your Relationship Manager and the Head Office. Through ‘my networth’ you can keep a track of your clients Networth at all times. Call & Trade [1800 3000 0333] Through ‘Call & Trade’ we allow your clients to trade even when they are not near the trading terminal. We have allocated a special toll free number 1800 3000 0333 which is accessible from any landline or mobile phone in India absolutely free. You can instantly place & modify orders by calling here. You can also check status and cancel orders placed earlier. Our specially trained team will help your clients with the request promptly after asking them for their details to authenticate their identity to nullify the possibility of fraudulent transactions. Research-based advice Networth strives to empower you with the research and information that helps your clients make informed decisions and bank upon the right opportunity. With competent team of research professionals, we generate reports India Market Report, Pivot Points, Top 50 Delivery Stocks Report and IPO analysis etc to enable your investment decisions. We also provide tips on the messenger and via SMS. Efficient Grievance handling We have tried to set in a system where you can place your queries on our client queries and grievance redressal module which makes investing for your clients, a simple process. In this module response is given to all queries within 1 hour. If within 36 hours a client's query is not addressed, intimation is made to the management and it is personally resolved by our CEO. We have an exclusive set of professionals taking care of client grievances. You can view the status of your grievances online as well. One Statement all Investments Our online back office ‘my networth’ provides you with a consolidated portfolio of all your investments including Mutual Funds, Insurance, stocks, FD’s etc. This is mapped into a single account statement. The entire portfolio is mark to market. Now in one statement your clients can view their entire portfolio and also keep a tab on their Networth. |