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Proxy Solution

ProxySolution, an online proxy and vote management system, provides an end to end proxy solution to institutional investors – from accessing proxy contents and voting advice to recording votes and generating customized MIS reports. ProxySolution aims to streamline the proxy process for our clients. It would allow clients to monitor their investments and fulfil their fiduciary responsibilities by taking informed voting actions.

1. Create customized watch lists based on your portfolio companies 2. Monitor upcoming shareholders’ meetings (AGM, EGM, CCM, Postal Ballots) for your watch list 3. Set customized meeting and voting alerts and receive all proxy information via email

1. Access notice of meetings, annual reports, outcome and minutes of meetings (if available) 2. View voting recommendation and access detailed advisory reports 3. Access governance scores and governance research reports 4. Connect with the analyst team to discuss our reports or any governance related query

1. Record your voting action (alongwith rationale) and generate compliance reports 2. Directly connect with e-voting platforms (without any need for further login) to execute your votes 3. Manage list of proxies and apppoint proxies to execute votes for specific meetings