Protect
It carries out health checks of the client’s stock investments and picks out those stocks
that can affect the profitability of the portfolio.
About Stock brokers
For an institution like a broking house, catering to a varied category of investors, it becomes
imperative that the solutions offered to them are curated. Our solutions empower brokers to efficiently
manage their customers and increase engagement with them which eventually helps in retention, activation
& acquisition of customers. JARVIS has unique propositions for each category of investors. These
include:
Create
It identifies replacement of the stocks that need to be weeded out of the portfolio to
optimize its returns. This can be in the form of a portfolio or a single high conviction
stock
Risk
Management on Demand
Once optimized, JARVIS can track the investments and offer suggestions on profit booking,
stock exits, portfolio rebalance, portfolio reset.
