Step 1 : RIA or other Investment advisory can register with our site with giving
their basic details . RIA can generate a log in id and password
Step 2: Once you register with the site , our service staff will call you to and
schedule a demo . During the demo we will explain you different modules like
- Client management
- Fees management
- Strategy and rebalancing
- Goal planning and mapping
- Corporate actions
- Client reporting
- Mail scheduling
- And more..
You can ask your queries to the technical staff during demo stage.
Step 3: If you are satisfied with demo then you can send following reports for real
- Client contract note
- Karvy/CAMS Report
- Other type of transaction file etc
Step 4 : This is the stage where you are satisfied with the Excella back office
approach. Now Excella and RIA ia entering in to a confidentiality agreement. Data
security is our priority. We are simultaneously entering the same agreement with
Step 5 : Once the agreement is signed then we will enter into actually start business.
You cave to pay fees based on number of portfolio that you are managing.
Below is the basic fees category
Number of Portfolios
Up to 50
Monthly charges (₹)