Wealth management

 
 

Customer Speak

  • Majoris offers business consulting-led, integrated portfolio of IT services and solutions delivered through its unique delivery model which is recognized as the benchmark of excellence in software development.

    John Mathew
    Founder | Director
  • Majoris offers business consulting-led, integrated portfolio of IT services and solutions delivered through its unique delivery model which is recognized as the benchmark of excellence in software development.

    Vikram Mathew
    CEO |
  • Majoris offers business consulting-led, integrated portfolio of IT services and solutions delivered through its unique delivery model which is recognized as the benchmark of excellence in software development.

    John Mathew
    HR |

Wealth Management

The increase in investible funds owned by the retirees and near- retirees has brought about a shift in the wealth management space for banks and financial institutions as this is touted to be the single largest driver of growth and funds streams for this financial services industry. This shift will bring with it opportunities and also the need to focus on income generation, risk mitigation and protection of principle.

The recent growth in opportunities for the wealth management function brings with it a set of challenges, tacking which the banks can benefit out of this vertical. The challenges include – demand for highly customized services makes it difficult to offer standard products, balancing customer preferences and compliance with IPS (Investment Policy Statement), figuring out technical architecture, investments and know-how of relevant technology.

Majoris Wealth Management services come from a vantage point of its experience and expertise in managing IT and outsourcing needs of clients worldwide. In the wealth management space we analyse, identify, develop, implement and follow up for the best IT and outsourcing set up for wealth management transactions strategies. This along with the following additional benefits –

  • Uncomplicated: We design user friendly single window interface for all related applications.
  • Customer centric: Facilitating inclusion of different customer segments with different service requirements resulting in high customer satisfaction by empowering them. Further aiding customer satisfaction through advanced CRM applications.
  • Customized reporting: Timely updated compliance reporting and what-if analysis with analytic reporting for improving the speed and accuracy of decisions.
  • Management control systems: Our offerings lead to improvements in control and supervision through automation
  • All encompassing: To ease the complexities involved in these transactions our services encompass multi currency trades, multi country asset management and custodian services management
  • Integration: Our systems seamlessly integrate with existing Bank, DP and MF enterprise systems.

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