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Client Relations

Elevate your backend marketing and business development efforts with a dedicated and niche-expert team

One-Stop for all your Client Relations needs that handles Product Management, Diligence Services, Client Services, Marketing, and Corporate Communication & Branding by leveraging cross-functional team expertise.

Client Servicing with Collaborative Expertise

Our Client Relations department encompasses cross-functional teams which include Diligence Services, Corporate Communication & Branding, and Product Management. We believe in adding superior value to your marketing and business development initiatives with the strong combination of our multi-functional expert team. We ensure efficiency, scalability, and operational discipline with our support services, which is the backbone for all client engagements.

Key Offerings:

Diligence Services


Draft responses for firm level, product overview, and operational content questions for RFPs & SDDQs.

Content Management

Create, format, and finalize documents like RFPs and DDQs/SDDQs, as per the company formatting standards.


Carry out company personnel data analysis to answer questions in RFPs and brochures.

Corporate Communication & Branding

Infographic PPTs

Design PowerPoint presentations as per the company guidelines and provide markup i.e., colors, fonts, spacing, logo etc.


Editing Headshots and creating company banners using Adobe Suite.


Work on new fund launch activities and LP update conference calls.

Product Management

Marketing Brochures

Maintaining and updating brochures, customized review books, and factsheets with performance, accounting, market commentaries, etc., across strategies.

Organizational Charts

Update & upload firm & strategy level org charts to the company portal.

Strategy Snapshots

Create a brief review of performance & market opportunities for portfolio managers.

How We Deliver Value?

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Help in aligning product offerings to meet market expectations and demands.

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Key Insights

Provide key insights through market research to be on par with market changes and competitors.

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Risk Management

Help identify and manage potential risk factors that may lead to financial loss.

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Cost-effective and high-quality service with a quick turnaround time.

Enable high-quality client servicing/ communication services with dedicated resources working collaboratively as an extension of your marketing team.