Timeline
Online Transaction
ISOLN Launched Online Transaction.
Vaccincation
Own Families,Employees,Family Member Of Employees,Clients and Employees of Client Companies were all given free vaccincations.
AUM - 1000 Cr
AUM of more than Rs.1000 Crores.
Mobile APP
ISOLN Launched Fully Functional Mobile App.
Client Portal
ISOLN Has Launched a Fully Functional Client Portal.
Historical Achievement
AUM of More than Rs.500 Crores
Expanded footprints in Gulf and Middle East Countries
Consistent Client Retention of more than 90% proves our mettle in Client Servicing
Successfully Trained Partners on Business Expansion and Wealth Creation
As part of Community building, ISOLN ventured itself into building strong services for tomorrow
Build In-House Technology for smooth operations
ISOLN build one of its unique Technologies for smooth business functioning and client servicing
Branding awareness amoung HNI & Overseas Clients
ISOLN raises the funds from founders to fund Brands ISOLN special initiative to build popularity among HNI & overseas client.
Co-branding with PSU
ISOLN steps into launching first ever dedicated insurance policies from Oriental Insurance Ltd. for it's clients.
Global Office
ISOLN launches its global office
ISOLN as part of business expansion in USA & UK
Alliance with HDFC
ISOLN gets into strategic alliance with HDFC Life as Business Leader.
Partners Program Launch
ISOLN launches its ambitious "Partners Program" to builds strong service providers force nationwide.
Debt Syndication services
ISOLN opens windows for Debt Syndication services to HNI & Corporate clients.
Investment Kundali
ISOLN parts major part of companies reserve funds to building internal technology platform "Investment Kundali".
for Life Insurance in High Risk counties.
ISOLN launches special services for Life Insurance in High Risk Countries (E.G. African Countries).
Stabilize Portfolios in market slowdown
ISOLN adopts emergency steps to stabilize the portfolios of our valuable investor in market slowdown
Zero Job Cut
ISOLN standing out of the crowd of recession declare "Zero Job Cut" in all group companies.
Inhouse Tax Investment Services
ISOLN opens unique in-house TAX investment services with strong dedicated team.
AUM of 50 crores
Created benchmark AUM of 50 crores in first year itself ISOLN gets liscence from SEBI to operate in its stock brcking firm.
Pardesh Launch
ISOLN launches "Pardesh" dedicate services to cater NRI clients and increase global presence
Real Estate Investments Services
ISOLN opens special services to advice Real Estate Investments to Retail Clients.
Licence to Mutual Fund Solutions
ISOLN clears another license to serve Mutual Funds to High Net Worth Clients.
Recognitions from many AMC
ISOLN gets recognitions from many AMC to be part of their New Fund Offers.
Licence from SEBI
ISOLN gets licence from SEBI to operate its stock broking firm
AUM of 50 Crores
ISOLN bags license to serve Mutual Fund and create benchmark AUM of 50 Crores in first year itself
Becomes Centurion Member.
ISOLN Empanels with HDFC Life for serving Insurance products to client, in first year of the operations only becomes Centurion Member.
Landmark collections of Government Of India Security
ISOLN starts operations with landmark collections of Government Of India Security.
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