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Innovative, Disruptive, Scale

Training & Mentoring

Securities Services

 

Team PIVOT devised and launched the first of its kind 35 hours comprehensive course on Securities Services. The course covers:

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  • Basic and advanced concepts 

  • Business Cases

  • Regulatory and Non Regulatory framework

  • Local & Global  knowledge and expertise 

  • Business and Operations

  • Products and services

  • Client centricity, Sales and Marketing 

  • Revenue forecasting and strategy

  • Tech driven solutions

  • Role of Network management and Risk management  

  • Best practices and Market advocacy

  • Taxation

  • RFI and RFP

  • Sec lending

  • Relationship management and strategic alliances

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PIVOT delivers trainings using a combination of:

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  • E-learning tools

  • On-site training 

  • Engaging Industry Experts

  • Leveraging its team's deep and global experience

  • Customised materials ​​

  • Webinars and workshops

  • On the Job training

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Alongwith TSSAG members, PIVOT is developing cross border Curriculum. More information on TSSAG website (www.tssag.info)

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Viraj Kulkarni is a PROFIT Accelerator Mentor, funded by Asian Development Bank to support enterprises/ entrepreneurs in India and in the greater Mekong sub region (Vietnam, Thailand, Cambodia). The project is coordinated by IMC Worldwide, UK and BCCI, India.

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PIVOT's founder Viraj Kulkarni is listed as an Industry expert on the NSE Academy.

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Fund Accounting

Team PIVOT devised and launched the comprehensive course on Fund Accounting. The course covers:

 

Level 1 : Basics of Fund Accounting

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  •  Basics of Fund accounting

  •  Business Case / Need for Fund accounting

  •  Basic Regulatory overview

  •  Accounting for Securities Master and Trade Capture Process

  •  Income Accounting

  •  Expense Accounting

  •  Corporate Action and Capital Accounting

  •  Income Equalisation and Dividend Declaration (Basics)

  •  Basics of Valuation

  •  Operations Risk Management

  •  Reporting Basics

  •  NAV Processing and Related Controls

  •  Local & Global  knowledge and expertise 

  •  Client centricity, Sales and Marketing 

  •  Revenue forecasting and strategy

  •  Tech driven solutions

  •  Best practices and Market advocacy

  •  Taxation

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Level 2 : Advance concepts and challenges

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  • Equalization Methodologies

  • Fixed income Valuation concept

  • Other Adhoc Valuations (Ex Demergers, rights, warrants, Lock-in shares)

  • International Securities Valuation

  • Expense Admin and related Nuances

  • RFI and RFP

  • Reconciliation

  • RTA and Performance Fees

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