Comprehensive On boarding Support
Stewart & Mackertich believe in beginning the journey with the right spirit & motivation
in building up strong bonds with each of our Business Partners and groom the partnership
with all the right resources to grow the business. This is also what sets us apart
from the market competition.
Focused and time-bound approach to help onboard initial set of new clients or migrate
from your existing setup
Dedicated onboarding desk of operations team for smooth transition
Knowledge support for better understanding of systems and processes related to Back
Office Operations &Risk Management Systems
Extended Business Support
To help our Business Partners begin the growth Process, we provide extended business
development support through the following
Dedicated Product Specialists, Experienced Professionals and personalized meetings
of these experts with Business Partners and their end clients to not only pitch
large avenues of investment solutions and financial services under one roof, but
also to ensure a bigger allocation of the client's money to achieve sustainable
Client acquisition support with strategy, tactics, leads, startup kit, marketing
collaterals, events & seminars.
Local marketing strategy as per Business Partner's strengths and opportunities in
Robust Risk Management System
Effective risk management plays a crucial role in any company's pursuit of financial
stability and superior performance. To avoid the risks and losses associated in
the investment field, we have developed a Risk Management System which is unmatched
in the market.
Centralized real-time risk monitoring & control system with in-built system driven
alerts & controls to support branch & client level exposures& margin factors.
The system consists of various automated products for risk management whereby, positions
are squared up if MTM loss crosses 70% of available margin, Auto Square Off Facility
Leverage feature for Intraday trade where you may take exposure upto 20 tim es your
margin and Stoploss benefits to sell Options position with limited margin on the
Technology oriented processes for ease of business and dedicated teams to resolve
your issues, are put together to support your growth.
Single Login Platform to access all kinds of reports- Ledgers, Margin Reports, Shortage,
DP statements, P&L statements, etc.
24X7 Banking with mobile app/online portal
Customer Service with quick turnaround time with dedicated IVR lines to address
requests and issues of our Business Partners, from 9:00 am to 7:30 pm on working
days (Mon-Fri) and 10.00 am to 2.00 pm (Saturday)
Dedicated Compliance & Legal Support for handling and resolution of Business Partner
or client disputes