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

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
• Consideration of collaterals as well as margin account in futures and options
• Combined limit settings on MCX and NCDEX positions