The philosophy of BMT-Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself.
Wealth Management:
- Relationship Management & KYC – setting the essential foundation
- Financial Planning – understanding your clients’ risk appetite and needs
- Asset Class Coverage – across Equity, Debt, Money Market, Fund, Derivative, Real Estate, Art & other Alternative assets
- Asset Allocation – developing personalized wealth management solutions
- Portfolio Management – discretionary & non-discretionary, whatever the need
- Model Portfolio – benchmarking to indices or your own models
- Analytics – empowering you with vital technical analysis
- Risk Management – compliance with regulatory & internal policies and limits
- Trade Order Management – workflow driven for ease and speed to match pace with markets
- Valuation – Mark to Market & notional/realised profit/loss management
- Portfolio Rebalancing – guiding you back on track with Trade Recommendations
- Fee Management – flexible fee plans can be derived as a function of various market & internal factors
- Performance Measurement – tracking, Performance Attribution, Portfolio Volatility Calculation, Risk Return Ratios, detailed analysis and Portfolio Fact Sheets
- Reporting – powerful MIS and queries at the touch of a button
Core Banking Solution
Customer Information Management
- Provides a comprehensive solution to leverage customer information through Enterprise Customer Master
- 360 degree view of a customer profiles and Information record improve customer service levels and generate cross selling opportunities
- "Know Your Customer (KYC)" norms made easy
Product and Business Process Management
- Inbuilt Product Configurator offers the ability to create and manage Deposit, Loan and Advance products and accounts with incredible flexibility
- Easy user-definable parameter settings like interest rate structures, fees, commissions, etc
- With the core of Agilis CBS it is easy to view accounts, security/ collateral register and payment schedules which greatly assists the bank through all stages of a loan, from application and credit granting to payment processing, risk management and P/L analysis
- Combination of flexible interest and draw-down conditions ensures banks to offer customers with tailor-made credit facilities and superior customer service
Transaction Process
- 24x7 Availability and can handle high volume transactions
- User-friendly, Browser based Interface with context sensitive Help
- Online Posting with Automated Exception processing, online validations and controls through Pro Active Alerts and Messages
- Integrated Work Flow supporting Multi Level Approvals
- Remarkable Turn-around time at teller counters
- Smart Processing resulting in reduced time for end of day and other periodical processes
Reporting Engine
- Standard Operational reports and Statutory Reports for Regulatory requirements
- Online Management Information including Segment level profitability reporting with Drill down option for pro active Decision Making
- Reconciliation reports across Modules, Channels and Segments
Fund Management
- Mutual Funds
- Unit Trusts
- Exchange Traded Funds (ETFs)
- Hedge Funds
- Pension Funds
- Index Funds
- Insurance Funds
- Fixed Maturity Plans (FMPs)
- Fund of Funds
- Life Cycle Funds etc.
Agilis Fund Management handles the entire lifecycle of funds from:
- its investors (Agilis Transfer Agency) to
- its investment (Agilis Asset Management)
Agilis Asset Management safeguards and helps grow your Assets under Management with
- Risk Management & Compliance - with fund objectives, regulatory guidelines, exposure limits
- Model Fund(s) Creation - for modeling and benchmarking
- Multiple Product/Scheme/Plan Creation
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- By Orientation (Equity, Debt, Balanced etc)
- Across Asset Classes (Money Market, Equity, Debt, Derivative, Real Estate, Art & other Alternative assets)
- With Investment Objectives (Growth/Dividend Reinvestment etc)
For more information, email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or Alternately, you could fill in our product enquiry form and the right person contact you.