Investor enquiry handling
Inbound and outbound contact across voice, email, web chat and scheduled video calls, against a four-hour first-response SLA.
Akontec is placing a 20-seat investor support and documentation desk with one Indian BPO service provider. You run the floor. We bring the client, the process, the training and the monthly payout.
Foreign investors coming into India spend most of their first year on paperwork, not on business. This desk carries that load — enquiry to approval to post-investment compliance — as a managed process, not as advisory.
An investor entering India through the automatic or the government route touches a dozen touchpoints before a single rupee moves: sector cap verification, entity incorporation, FEMA and RBI reporting windows, FIRC collection, FC-GPR filing, state-level approvals, land or SEZ allotment, banking setup. Each of those has a document list, a deadline and a follow-up chain.
Akontec's client runs the advisory and the licensed filings. What it does not have is a scaled, trained, always-on desk to hold the investor's hand through the queue — chase the missing bank letter, explain the difference between the two routes in the investor's own language, and keep an audit-clean record of every exchange. That desk is the project on offer here.
Because the process is compliance-sensitive, the desk operates inside a fixed script and escalation boundary. Your agents never issue an opinion, a valuation or a filing confirmation. They collect, verify against a checklist, coordinate with the panel, and report. That boundary is what makes the work trainable in three weeks and auditable every month.
Read Schedule A in full — the client, the process flow and the governance model →
Allocated across a 20-seat matrix of front desk, back office and quality. Anything outside this list is a change request and is priced separately.
Inbound and outbound contact across voice, email, web chat and scheduled video calls, against a four-hour first-response SLA.
Checklist screening of sector, entity type and origin against the published route matrix — automatic route or government route.
Building and chasing the investor document pack, with version control, completeness scoring and a 48-hour turnaround.
Calendar management for FEMA and RBI windows — FC-GPR, FC-TRS, the annual FLA return. The desk prepares; the panel files.
Scheduling and follow-up with the CA, CS and legal panel, AD banks, state industrial bodies and SEZ authorities.
Milestone tracking of every live file from enquiry to funds-received, with a weekly ageing report on stalled files.
English and Hindi across the desk; four seats certified in Japanese, Korean, Mandarin, Arabic or French.
Daily case updates, a productivity dashboard, a weekly pipeline pack and the monthly reconciliation that feeds your invoice.
Repatriation queries, annual compliance reminders, amendment coordination and follow-up on second and third tranches.
A three-tier escalation matrix with defined response clocks and a monthly closure report signed off on both sides.
Read Schedule B in full — task-level detail, exclusions, the QA framework and the reporting pack →
Akontec pays the partner. Every rupee below moves from Akontec to your account against a monthly invoice. The fixed leg protects your payroll; the variable leg is where the margin lives.
| Component | Trigger | Value |
|---|---|---|
| Slab A — service quality | QA score ≥ 90% and SLA adherence ≥ 95% | ₹6,000 / seat |
| Slab B — file throughput | Document pack completion rate ≥ 92% within TAT | ₹5,000 / seat |
| Slab C — investor experience | CSAT ≥ 4.3 / 5 and zero compliance breach | ₹4,000 / seat |
| Milestone bounty | Each investor file reaching approved-and-funded status | ₹1,200 / file |
| Referral bounty | Each partner-sourced investor lead that converts | ₹2,500 / lead |
| Retention bonus | Quarterly, if certified-agent attrition stays under 8% | ₹40,000 / quarter |
| Ceiling per seat per month | All three slabs achieved | ₹15,000 |
The cycle is the calendar month. You raise the invoice by the third working day with the seat register, attendance extract and CRM reconciliation attached. Akontec validates by the seventh. The fixed component is released on the fifteenth, so it reaches you ahead of your own payroll run. The variable component settles with the following month's payment, once the QA audit and the CSAT sweep have closed.
A 5% quality retention is held from each fixed payment and released in full every quarter, provided no service measure has sat below its floor for two consecutive cycles.
Schedule C — the full rate card →
Schedule D — billing cycle mechanics, taxes and disputes →
Move the two controls. Everything on the right recalculates against the rate card in Schedule C and the cost model in Schedule B.
Cost model assumes agent CTC ₹22,000, one team leader per 12 seats at ₹38,000 and one quality analyst per 20 seats at ₹32,000. Below the 20-seat allocation the compliance officer (₹35,000) and the operations manager (₹55,000) are costed at a half allocation, on the basis that a smaller desk shares both with the rest of your floor. Facility, connectivity and licence overhead is ₹90,000 at 20 seats and above, ₹60,000 below, plus ₹2,750 per seat. Bounty income is excluded — treat it as upside.
Simple payback divides the capital deployed by the steady-state monthly margin. It ignores the ramp — the first cycle runs a full payroll against a part-month of billing, and the incentive slabs take two to three cycles to land. Schedule F models the ramped recovery, which is month 9 at 20 seats. Illustrative only; nothing here is a guarantee of earnings.
Two pockets of investment, three cases of return. The conservative case assumes you earn no incentive at all for a full year — the desk still clears its costs.
| Head | Amount |
|---|---|
| Project onboarding & allocation fee — to Akontec | ₹2,00,000 |
| Process certification & trainer deployment — to Akontec | ₹75,000 |
| Compliance & data-security audit — to Akontec | ₹40,000 |
| Workstations, systems and headsets — your floor | ₹3,60,000 |
| Connectivity, firewall, CCTV, fit-out — your floor | ₹2,10,000 |
| Licences, three months advance — your floor | ₹90,000 |
| Ramp funding, pre-go-live and first cycle — your floor | ₹6,50,000 |
| Total capital deployed | ₹16,25,000 |
Schedule E — payment schedule, refund terms and what falls away on an equipped floor →
| Case | Receipt | Net |
|---|---|---|
| Conservative — fixed leg only | ₹8,40,000 | ₹57,000 |
| Target — two of three slabs | ₹10,50,000 | ₹2,67,000 |
| Upside — all slabs plus bounties | ₹11,85,000 | ₹4,02,000 |
| Recovery on a realistic ramp | Month 9 | |
Schedule F — the full twelve-month projection, the scale path to 40 seats and the risks →
A sequence, not a wish list. Each gate has a named owner on both sides and a written sign-off before the next one opens.
MSA, NDA and data processing agreement executed. Onboarding fee first tranche released.
Network, access control, records handling and seat readiness audited and signed off.
Three-week programme starts on day 3; first 25 heads assessed and certified by day 12.
Live investor cases on a supervised pilot with 100% QA sampling and daily calibration.
All 20 seats live. Billing clock starts on this date, not on the signing date.
Joint review of QA, SLA and attrition. Allocation opens to 40 seats on the same terms.
A registered entity with 24 months of live BPO operations, 25+ seat capacity, redundant connectivity and background-verified graduate hiring. Schedule G →
The client, the CRM, the process manual, a three-week certification programme with an on-site trainer, and a named process owner for the term. Schedule I →
Eighteen questions partners ask before signing, answered plainly — including who owns the data and what happens if the pipeline slows. Schedule J →
We shortlist on facility readiness and operating history, not on the largest floor. Expect a reply within two working days and a facility call within five.