Description

Login and Document Vault

After you joins with Excella back office service then you need to follow these

You can send us client details for up loading. This may be in excel format

You can start up loading following documents to document vault

• Client contract note
• Karvy/CAMS Report
• Other type of transaction file etc

You may be advising clients many different assets. These may include

• Equity
• Mutual Funds
• Debt Instruments
• Gold and metals
• Alternative Investment Vehicles
• Loans

You can also send capital gain report, commission report etc from third parties