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ProXel offers Financial Services which
are time critical and mission critical for its client. In the
highly competitive business environment we provide the advantage
to our client to focus on its core activities and let us take
care of the primary financial services. In-depth domain knowledge
of finance with proven records and responsive services adds
significant value to our financial institution clients’ operations
and improves competency while driving the cost down. Our expertise
in financial services domain as well as research and analytics
proficiency enable us to offer quality inputs in following
areas: |
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Annuities and Mutual
Fund Transactions |
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Back office operations for Annuities
or Mutual Fund transaction processing which including reconciliation,
documentation and account opening, secondary market settlements,
bank and stock reconciliation, MIS etc. |
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Securities Trading
Back Office processing |
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Securities Trading Back Office operations
include trade detail capture, settlement systems, trade improvement,
data validation, trade agreement, trade completion, custodian
operations, reporting, exception handling and real-time updating
of positions and associated cash flows, reconciliation of positions,
trade confirmations, payments, fee handling, authority reporting
etc. |
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Fund Accounting |
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The operations of each fund are accounted
for with a separate set of self-balancing accounts that comprise
its assets, liabilities, fund equity, revenues, and expenditures,
or expenses, as appropriate. We would provide full system integration,
quality assurance & risk management and web-based client
reporting and internet delivery to provide seamless service
and quality information delivery. |
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Financial Advisory |
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Financial Advisory services on important
financial, economic and strategic situations and dealings.
This include services like Business Valuation, ESOP Advisory,
Estate Planning, Transaction Advisory, Financial Opinion, investment
advice and asset management services etc. |
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Financial Planning and Accounting |
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ProXel’s domain expertise in finance
helps its clients in financial planning for their business.
We assist our customers in financial analysis and valuation
of their business, determining the objectives and formulating
financial strategies of how to achieve these long-term financial
goals through investments, tax planning, asset allocation,
risk management and retirement planning etc. |
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Transaction Processing |
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Outsourcing transaction processing reduces
the overall processing cost and provides the access to best
practice electronic processes. We offer processing of financial
transactions like disbursements and invoices, payment processing,
loan/mortgage processing, insurance/claim processing, retirement
processing, order processing etc. |
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Taxation and Auditing |
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Federal and State tax returns, corporate
and personal taxation services, tax compliance & auditing
and tax planning. Taxations & auditing services can be
outsourced to ProXel in order to minimize operating cost and
maximize efficiency and profit. |
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