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PIVOT's Client Engagement
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Undertook assessment of existing capabilities and requirements for Foreign Portfolio Investment (FPI) desk set up;
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Digital onboarding solutions for client acquisitions
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Engaged in strategic tie ups for servicing FPIs
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Advisory wrt readiness of attracting FPI’s
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Identification of key resources and processes requirements
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Cost estimation for budgeting buildout
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Evaluation involving business, Operations, sales, Risk, Marketing, key drivers, cross leverages, Institutional set up
Broking Advisory
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