Secure and manage your financial securities in a fully digital way. Our intelligent digital onboarding platform empowers AIF and PMS customers to skip the traditional paperwork and significantly reduce onboarding time. Clients and fund managers also rely on our end-to-end online ecosystem to complete KYC and all regulatory validations – saving precious time while experiencing unmatched speed, convenience, transparency and compliance.

Navigate easily through complex fund structures and stay ahead of your AIF’s ever-growing regulatory requirements. Orbis’s integrated tech platform brings every aspect of AIF servicing – onboarding, unit allotment, documentation, reporting, and tax and audit support- into one connected digital ecosystem. Other than supporting a seamless workflow, it allows AIF’s to scale smoothly with speed and accuracy. Other benefits include consistent real-time data, reduced manual errors, transparent dashboards, complete audit trails and ready-to-file regulatory reports.

Enjoy greater visibility and control on your derivative investments through our tech-powered real-time risk monitoring system. With advanced analytics, automated alerts, and continuous exposure tracking, all visible on our intuitive dashboard, we make it convenient for you to make smarter and faster investment decisions.

• Real-time margin calculation
• Automated position-limit oversight
• Monitoring regulatory parameters
• Integrated fund and settlement system
• Smart reporting for instant insights

A robust, multi-layered security framework underpinned by 24/7 monitoring and certified practices, including ISO 27001:2013, ISO 22301:2019 and ISO 9001:2015, eliminates risks and protects customers’ interests at every step. This ensures data integrity, regulatory compliance, and sustained stakeholder trust. We are also fully compliant with SOC2, SEBI CSCRF (Cyber Security and Cyber Resilience Framework), and GDPR (Global data protection regulation) EU Law.

Looking for a one-stop solution for all your queries and service requests? Exactly what our all-in-one online portal has been designed for.

• Built-in payment request feature allows users to submit and track requests effortlessly, eliminating manual errors and delays while elevating transparency and convenience.
• Centralized insights and reporting hub with interactive dashboards allow you to view and track reports instantly and stay well-informed about your positions.
• Powerful CRM with real-time insights for proactive decision-making. It also helps manage client data, monitor communication history, and streamline service delivery.
• End-to-end transaction support through processes that are secure, efficient, and fully compliant.

Business continuity is mission-critical for us and for those we serve. A fully integrated Disaster Recovery System with minimal recovery time objectives is therefore tailored to withstand failures, disasters, and unexpected events. Moreover, a hybrid data centre with high availability across seismic zones combined with a secure, hybrid cloud-based backup environment ensures continuity, stability, and faster restoration, enabling your business to remain operational at all times.