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Finance Services
 
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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:  
     
 

Annuities and Mutual Fund Transactions

 
 

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.

 
     
  Securities Trading Back Office processing  
  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.  
     
  Fund Accounting  
  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.  
     
  Financial Advisory  
  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.  
     
  Financial Planning and Accounting  
  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.  
     
  Transaction Processing  
  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.  
     
  Taxation and Auditing  
  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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A KPO division of Impetus Technologies, Inc.
   
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