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With GO TX in place, all their channels of operation, whether branch, internet or franchise, have become integrated, and Karvy is fully equipped to better serve their investors. The investors are greatly benefited as they obtain a combined view of their trading and investment portfolio, regardless of the channel used. They have complete access, to up-to-date information in the form of statements of cash, stock, margins, obligations, P&L, transactions, and Contract Notes. The supervisors also have access to the same information, thereby giving them the ability to control and advice the investors regarding their positions and portfolio.

The expansive Risk Management and Control facilities have given Karvy tremendous flexibility in segmenting their customer-base into different groups based on the levels of risk the firm is willing to take. For instance, high net-worth individuals can now be allowed to leverage their assets much more than ever before, as there are sufficient monitoring tools in place to control the firm’s risk.






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From an enterprise perspective, Karvy had to integrate data from several systems to get an overview of the business health. The process was accomplished with several file transfers leading to errors and reduced efficiency.

To overcome these inadequacies and to have a mechanism to continually expand their business in a strategic, scaled, cost-effective manner they decided to deploy the GO TX system. GO TX implementation at Karvy is illustrated in the diagram

With GO TX, Karvy was able to set up their organizational structure, identify system users for the different roles, and assign privileges, based on their organizational hierarchy. This helped them in having both centralized control for crucial decision-making, and distributed control (at the branches) in terms of work-load distribution.

Its seamlessly integrated Front, Middle, Back-Office and aggregation functions allow the firm to track their business in real-time. The management can now make knowledgeable decisions on how to grow their business in a planned fashion.  

 
 
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