Enterprise Risk Platform

Risk Surveillance &
Data Management

A real-time risk monitoring and surveillance platform built for brokers, prop firms, and institutional desks. Live portfolio tracking, concentration risk detection, and instant breach alerts — with a fully customisable interface that is plug & play ready from day one.

Real-Time

Portfolio Monitoring

Live

Concentration Risk

Instant

Breach Alerts

Plug & Play

Integration

RMS risk surveillance and data management platform dashboard

See Everything

Complete real-time visibility across every position, account, and desk. No blind spots, no delays — live data updated on every tick across all markets and instruments.

Know Before It Happens

Concentration risk and margin breach detection before positions become losses. Configurable thresholds and escalation rules mean your risk team acts on information, not events.

Integrate in Hours

Pre-built connectors for major Indian brokers and a standard API layer mean your risk infrastructure is live the same day — without touching existing systems.

Capabilities

Every Risk Control
Your Desk Requires

Purpose-built for Indian brokers, prop desks, and institutional clients — with every tool needed for real-time risk management and regulatory compliance.

Live Portfolio Tracking

Monitor every position across all instruments and accounts in real-time. Full mark-to-market visibility with live P&L, margin utilisation, and exposure breakdowns — updated tick by tick.

Concentration Risk Detection

Automatically identify and flag over-concentrated positions across instruments, sectors, and client accounts. Set custom thresholds and receive alerts before exposure becomes a problem.

Real-Time Breach Alerts

Configurable alert rules for margin breaches, position limit violations, and loss thresholds. Notifications delivered in real-time so your risk team can act before damage is done.

Fully Customisable Interface

Every dashboard, widget, and alert rule is configurable to your desk's requirements. Build the risk view your team needs — without engineering effort or custom development.

Plug & Play Integration

Connect to your existing broker infrastructure in hours, not weeks. Standard APIs and pre-built connectors mean minimal IT effort and zero disruption to live operations.

Comprehensive Surveillance

Full audit trails, trade surveillance, and regulatory reporting tools built in. Designed to satisfy compliance requirements across exchange-mandated risk controls for brokers and prop firms.

How It Works

From Integration
to Full Risk Control

01

Connect your accounts

Integrate seamlessly with existing broker infrastructure using our plug & play setup. Pre-built connectors mean minimal IT effort and zero disruption to live operations.

02

Monitor risk in real-time

Track portfolio exposure, concentration risk, and margin utilisation with live dashboards — updated on every tick across all accounts, desks, and instruments.

03

Act on alerts instantly

Receive real-time alerts for risk breaches and take corrective action before it impacts P&L. Auto-triggers and escalation workflows mean nothing falls through the cracks.

Deep Dive

What Sets the RMS Apart

Complete position visibility, updated tick by tick

Live Portfolio & Margin Monitoring

The RMS dashboard gives risk managers a real-time view of every active position across all clients, desks, and accounts. Mark-to-market P&L, margin utilisation, and exposure breakdowns update continuously — so you always know exactly where your risk sits before the market moves.

Live MTM P&L across all accounts and instruments
Margin utilisation tracking with configurable thresholds
Position-level and portfolio-level exposure breakdowns
Multi-broker and multi-account aggregated views
Intraday and end-of-day reconciliation support

Catch over-exposure before it becomes a loss

Concentration Risk & Exposure Alerts

Concentration risk is one of the most common — and most preventable — causes of large trading losses. The RMS automatically calculates exposure concentration across instruments, sectors, and client accounts, raising alerts the moment predefined thresholds are crossed.

Automatic concentration risk calculation per instrument and sector
Configurable exposure limits per client, desk, or strategy
Cross-account and cross-desk aggregation for group-level risk
Historical concentration trend analysis
Escalation workflows for repeated threshold breaches

Act on risk events before they impact P&L

Real-Time Alerts & Breach Management

Configurable alert rules across every risk dimension — margin, position, P&L, and concentration. When a breach occurs, the right people are notified instantly through the dashboard, with all the context needed to take corrective action without delay.

Rule-based alerts for margin, position, and loss limits
Multi-channel delivery: dashboard, email, and webhook
Auto-square-off triggers for critical breach scenarios
Breach log with full audit trail for compliance
Customizable severity levels and escalation paths

Minimal IT effort, maximum operational speed

Plug & Play — Live in Hours, Not Weeks

Most RMS implementations take months of integration work. Ours is designed for rapid deployment. Standard connector APIs, pre-built broker integrations, and a guided onboarding process get your risk team operational in hours — without touching existing infrastructure.

Pre-built connectors for major Indian brokers and OMS platforms
REST and WebSocket APIs for custom integrations
No changes required to existing broker infrastructure
Guided setup with dedicated implementation support
Sandbox environment for testing before going live

Compliance & Audit

Built for Regulatory
Requirements

Exchange-mandated risk controls, complete audit trails, and trade surveillance tools are built into the platform. No additional compliance tooling required — the RMS satisfies regulatory obligations for brokers and prop firms operating in Indian markets.

Speak to Our Risk Team

Full Audit Trail

Every position, alert, breach, and corrective action is logged with timestamps — available for regulatory inspection at any time.

Trade Surveillance

Automated detection of unusual trading patterns, wash trades, and front-running — satisfying exchange surveillance requirements.

Exchange-Mandated Controls

Pre-configured risk controls aligned with NSE and BSE margin and position limit mandates, updated as regulations change.

Regulatory Reporting

End-of-day reports and compliance exports in formats required for broker regulatory submissions — generated automatically.

Live Portfolio TrackingConcentration Risk DetectionReal-Time Breach AlertsCustomisable DashboardPlug & Play IntegrationMulti-Account AggregationAuto Square-Off TriggersMargin Utilisation MonitoringTrade SurveillanceFull Audit TrailRegulatory ReportingMulti-Broker SupportRole-Based Access ControlEscalation Workflows

Testimonials

Trusted by Risk Teams
Across India

Before RMS, our risk team was reacting to problems after they happened. Now we catch concentration risk and margin breaches before they escalate. The real-time alerts have saved us from several significant loss events in the first three months alone.

Risk Manager

Mid-Size Brokerage Firm

FAQs

Frequently Asked Questions

Enterprise Sales

Take Full Control
of Your Risk

  • Live portfolio and margin monitoring, tick by tick
  • Concentration risk detection with configurable thresholds
  • Instant breach alerts with auto square-off capability
  • Fully customisable dashboard for your team
  • Plug & play integration — live in hours, not weeks

Trusted by brokers and prop desks across India

Real-Time

Portfolio Monitoring

Live

Concentration Risk

Instant

Breach Alerts

Same Day

Integration

Full

Audit Trail

Plug & Play

Deployment