Details

Automatic limit setting on consideration of ledger balance, margin account balance, cash collaterals, share collaterals, dmat account holding under power of attorney and beneficiary / pool account holding with haircut

ObjectiveTo 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

Advance Limit Generator There are three levels of settings for controlling the limits given to the clients.

1. Branch Level Settings The values set at this level are applicable for all the clients under that Branch i.e. Both Direct and that of the Sub-Brokers.

2. Sub-Broker Level Settings The Branch has the flexibility to have different settings for different Sub- Brokers under them. The values set at this level are applicable to all the Clients under that Sub-Broker.

3. Client Level Settings Here Branch has the flexibility to have different settings for different clients under them both Direct and that of the Sub-Brokers.

Login in Harmony ( My Application ( New RMS ( Risk Manager ( ALG

There are three levels of settings for controlling the limits given to the clients.

1. Branch Level Settings The values set at this level are applicable for all the clients under that Branch i.e. Both Direct and that of the Sub-Brokers.

2. Sub-Broker Level Settings The Branch has the flexibility to have different settings for different Sub- Brokers under them. The values set at this level are applicable to all the Clients under that Sub-Broker.

3. Client Level Settings Here Branch has the flexibility to have different settings for different clients under them both Direct and that of the Sub-Brokers.

Login in Harmony ( My Application ( New RMS ( Risk Manager ( ALG

Default Limit Settings(table)