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Portal is an online marketplace for fixed income instruments, such as Bonds and Debentures, exclusively. Portal aim is to make these superior investment options easily accessible and investable by the retail investors via our online platform. Portal is SaaS based solutions which is developed for B2C and B2B both kind of users.

B2C Portal provides a following feature for the users.

1. Ability to publish offers on Corporate and Government sector bonds and FDs.

2. End-user KYC document and automated validations of PAN number. Export of KYC documents to submit it to NSCCL.

3. Product (Bond/FD) issuer and issue details.

4. Forecast table for Interest payment on each product. So, user can play with investment amount to know how much (S)he will get interest on investment.

5. Email, SMS, Mobile notifications for investors to make sure they do not miss any exciting investment offers.

6. Chat module between investors and agents to support investors.

7. User Investment Portfolio management

8. Easy options available to manage site content in admin control panel. (Like., Terms of use, Privacy policy, home page marketing content, FAQ etc.)

9. Mobile application support via REST API.

B2B Portal provides a following feature for the users.

1. Easy to generate multiple sites.

2. White labelling option for branding and organization specific contents.

3. Auto commission calculations.

4. Online service subscriptions

5. Customer management

6. Various Reports like., Performance Summary, Profit and Loss, etc.

Performance management system is meticulously designed to facilitate yearly planning and goal alignment for all team members. It fosters two-way communication and feedback, while also providing real-time progress tracking and meeting summaries. The system is engineered to minimize biases in the process.

Key Features:

User Roles & Organizational Hierarchy: HR administrators can effortlessly assign ""team member"" and ""manager"" roles to employees by importing the org chart from Microsoft ADP through Liferay.

User Authentication: Team members and managers can securely access the system using their organization credentials.

Team Member Profiles: Team members can view and edit their profiles, including personal details, photos, titles, departments, managers, and contact information.

Team Member Annual Plans: Team members can craft their annual plans, encompassing aspirational statements, personal and professional development goals, annual objectives, review profiles, corporate objectives, departmental plans, and SWOT analysis.

Corporate Plan Creation: HR administrators can establish the company-wide plan, making it visible to all employees and managers and offering a downloadable PDF version.

Departmental Plans: Department heads can create departmental plans, detailing their purpose, focus areas, objectives, strategies, SWOT analysis, timeline, and key resources.

Team Member 90-Day Plans: Team members can develop 90-day plans, including quarterly goals, peer and upward feedback, aspirational statements, and alignment with corporate and departmental objectives.

Manager Approval: Managers can review and approve 90-day plans, with a clear approval process and visual indicators for plan status.

Team Member Checkpoints: Managers can track progress on review materials, and the system provides a clear overview of action items and completion status.

Six-Month Reviews (Team Members): Team members receive a link for their six-month review, including a grid of objectives, self-assessment, and attachment capabilities.

Six-Month Reviews (Managers): Managers review and comment on team members' six-month reviews, including feedback, development areas, and meeting completion status.

HR View: HR administrators have comprehensive access to plans and reviews across all organizational levels, including the corporate plan, departmental plans, and individual team members.

Schedule Screen: HR administrators can manage and view performance components by tier and due dates, ensuring efficient performance assessments.