Broking Advisory
We have a deep comprehension of brokerage firms and what they can offer, which enables them to create new revenue opportunities, leverage their strengths, and build strong relationships with clients, especially in the Institutional and Foreign Portfolio Investor (FPI) spaces
Our expertise in FPI regulations and requirements empowers us to design effective structures, products, and services for brokerage firms. We also produce engaging sales and marketing materials, evaluate technology systems as a third party, identify potential client segments, and actively participate in market advocacy and industry events. These are just a few of the strengths we offer to brokerage entities
We have developed a unique, customized solution that makes it easier for institutions and FPIs to navigate the Indian capital markets. This involves collaborating with top brokerage firms to enhance their capabilities and create tailored solutions that address the specific needs of FPIs, particularly those classified as Category II investors
We assist HFTs set up shop in India by providing them assistance in seeking exchange trading membership, choosing the right clearing member, selecting back-office system vendors and drafting the mandatory policies and other documents
Additionally, our command of the outflow business, where Indian investors seek to invest overseas, allows brokerage firms to create effective solutions for their High Net Worth Individual (HNI) clients.
