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Fund Services

SBS provides support on complete lifecycle of fund management

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Our service
expertise

  • Provide support in managing the end-to-end workflow
  • Support with critical activities
  • Perform AML [ Anti Money Laundering & KYC [ Know Your Customer ] checks
  • Process trades before cut-off
  •  Report cash flow
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  • Support with processing and reporting within stipulated cut-offs of various fund managers
  • Provide after-hours support in areas such as reconciliation which are based on ensuring readiness of cashflow for the next business day
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Support we provide

  • Registry Management
  • Trading
  • Reporting
  • Reconciliation

Why
Sundaram
Business
Service

  • 5+ years of industry expertise
  • Supporting clients serving 50+ top investment management companies [fund managers]
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How SBS improved quality and implemented data security standards for lending back office support for a captive NBFC/MNC in India

Our process-driven reservations back office streamlined employee turnover and managed surge reservations loads of up to 120 per day.

  • Record to
    report
  • Payroll
  • Customer Lifecycle
    Management

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