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PIVOT's Client Engagement

  • Undertook assessment  of existing capabilities and requirements for Foreign Portfolio Investment (FPI) desk set up;

  • Digital onboarding solutions for client acquisitions

  • Engaged in strategic tie ups for servicing FPIs

  • Advisory wrt readiness of attracting FPI’s

  • Identification of key resources and processes requirements

  • Cost estimation for budgeting buildout 

  • Evaluation involving business, Operations, sales, Risk, Marketing, key drivers, cross leverages, Institutional set up

Broking Advisory

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