Dear Investor, As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor. https://www.bseipf.com/investors_education.html We believe that an educated investor is a protected investor !!!
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Investor Services

Transforming investor journey through expertise and innovation
A tailor-made investor service solution designed exclusively for Alternate Investor Funds, we deliver 360° support – covering every aspect of the investor lifecycle with commitment and precision.
As your fund grows, so do the operational intricacies and investor expectations – making transparency, security, efficiency and regulatory compliance even more critical. Our comprehensive services, strengthened by our technological capabilities, robust reporting and seamless communication, reinforces customer trust and elevates fund efficiency. Integrated with our custody services, our investor service platform streamlines every AIF investor- related activity and offers holistic digital support – from onboarding to reporting.

Services Offered

Our systems, workflows and compliance frameworks are built to meet the unique operational needs of AIFs, earning us a strong reputation in the industry. Some of the services we offer are:
01
Smooth investor onboarding
Leveraging our expertise and in-house technology, we facilitate a hassle-free digital KYC and onboarding experience for AIF customers.
02
Unit issuance and allotment
Our automated processes issue units to investors in a precise and timely fashion while maintaining a complete audit trail.
03
Adherence to regulatory compliance
Robust automated processes ensure that AIF’s always remain compliant with SEBI (Securities and Exchange Board of India) regulations and reporting standards. We manage investor on-boarding, KYC/AML checks, and FATCA/CRS compliance with utmost diligence.

Key Features

Investing in AIF involves a higher degree of sophistication and trust. At Orbis, our finest resources  serve as a bridge between the fund and investors ensuring open dialogues, transparent reporting and steadfast support – driving best-in-class investor experience.
  • 01 Customized reporting formats based on investor requirements
  • 02 Quarterly/Annual financial reports and investor letters
  • 03 Real-time helpdesk support for investor queries
  • 04 White-labelled portal integration

Orbis, a nationally recognized leader in Financial Services since 2009, provides Securities Services to foreign and domestic investors, corporates, and high-net-worth clients.

Contact Info

India
info@orbisfinancial.in
+91 124 454 6565