In this service, 3 teams will support the customer during trading. The project manager will gather all information from the customer including the risk appetite, investment, preferred trading instruments, Maximum duration of holding, etc. Post this, the project manger will derive a suitable trading strategy based on the information provided by the customer. The project manager will be in touch with the customer to gauge and suitably alter the trading strategy if there is any change in the risk profile of the customer.
The research team will generate the recommendations via technical analysis and maintain a record of all the recommendations provided with the rationale of the recommendations. Depending on the investment and trading preference of the customer, 2 or more research members will be assigned to the customer.
The support team will be front end service provider for the customer. The support team will co-ordinate with the research team and provide the recommendations to the customer via a mode of the customer’s preference i.e. SMS/Call. The support team will maintain the record of all the recommendations provided to the customer and co-ordinate with the research team on a daily basis.