Objective

• To automatically set limits of individual clients as well as clients of groups, family, branch
• Consideration of ledger balance and margin account balance while setting limits
• Consideration of cash collaterals as well as share collaterals while setting limits
• Consideration of dmat account holding under power of attorney while setting limits
• Consideration of beneficiary / pool account holding with haircut

Features

• RMS policy settings for individual clients
• RMS policy settings on clients of groups, families, branches
• Template policy creation
• Ledger outstanding age analysis
• Limit settings in three scenarios, debit, credit and nil
• Optional consideration of dmat accounts
• Consideration of collaterals as well as margin account in futures and options
• Combined limit settings on NSE Cash, BSE Cash, NSE FO and BSE FO