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Execution and day-to-day Operation

VikasGenie stands out as your committed “PARTNER” on every step along the way, assisting your business in the building - operational efficiency, improved productivity, and more success. We provide you with a one-stop, fully-featured platform to enhance the overall sales and execution for a channel partner to stand apart in the market and give the Investor the best service experience. Day-to-day operations, transactions, Investor & business reporting, and various financial tools of VikasGenie help you grow your business practice and increase your business prospects.


We Offer:


  • Client on boarding for different class of investor
  • Seamless migration of existing client
  • Least paper footprint
  • On the go KYC authentication
  • One time mandate for all transactions
  • Easy transaction execution
  • Performance Tracking
  • Secured payment gateway
  • Business tracker
  • Business Heat map
  • AUM (Breakup)
  • Scheduler
  • Back office support
  • Active grievance resolution
  • Maintaining records and backups
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