Investor services

Mutual Fund Transaction reporting’s
 Coordination with Distributors and RM
 Checking investment applications for processing
 Checking PMS and AIF applications for onboarding clients
 Highlighting the discrepancies in forms and have them resolved in
coordination with RM/ Distributor
 Distributor empanelment processing
 Entering invoices in systems and send it for Processing
 Attending call received from investors & Distributors.