(1) Compliance Center
- Displays all SEBI disclosures, legal notices, and registration details.
- Ensures full transparency and meets regulatory visibility standards.
- Easily accessible by both clients and auditors.
(2) e-KYC Module
- Enables real-time identity verification using Aadhaar and PAN.
- Integrated with NSDL APIs for accurate and instant validation.
- Eliminates manual paperwork and speeds up onboarding.
(3) Digital Signature System
- Facilitates legally binding digital agreements through DocuSign.
- Fully compliant with Indian digital signature regulations.
- Streamlines client agreement workflows and reduces delays.
(4) Investor Dashboard
- Allows users to upload documents, track onboarding status, and view performance history.
- Designed for an intuitive and engaging user experience.
- Reduces support dependency and enhances investor trust.
(5) Admin Panel
- Empower internal teams to manage user data and monitor onboarding processes.
- Includes audit-ready logs and real-time tracking capabilities.
- Supports compliance teams in ensuring regulatory adherence.
(6) Payments Gateway
- Integrates Razorpay for secure and traceable digital transactions.
- Meets SEBI mandates for financial compliance and fraud protection.
- Simplifies the payment process for investors.
(7) Performance Disclosure
- Visualizes portfolio performance using SEBI-compliant charts and data formats.
- Includes mandatory risk disclaimers and registration information.
- Promotes transparency and informed decision-making for clients.
(8) Data Archiving System
- Stores encrypted backups with automated retrieval capabilities.
- Maintains data for at least five years, in line with SEBI regulations.
- Ensures audit readiness and long-term operational security.
