Rajesh Sharma shield National Admin location_on National HQ (All Hubs)

National Head - Wealth Advisory • rajesh.sharma@wealthsuite.in

ACTIVE DATA SCOPE

filter_alt National Practice (All 6 Centers, 12 RMs)

Consolidated figures across Mumbai, Delhi, Bengaluru, Hyderabad, Chennai, and Kolkata

groups My Team & Centers 6 Hubs auto_awesome Intro Page

shield NATIONAL SCOPE

National Practice (All 6 Centers, 12 RMs) Consolidated figures across Mumbai, Delhi, Bengaluru, Hyderabad, Chennai, and Kolkata

AUM: ₹729.90 Cr Inflows: ₹34.85 Cr Folios: 9,022 SIP Book: ₹246.60 L

rocket_launch One-Click Wealth Suite WordPress Site Initializer

When uploading Wealth Suite V3 to any new WordPress installation, use this tool to verify and auto-create all 16 core dashboard pages, assign custom templates, configure permalinks, and set the default home dashboard. Safe to run anytime: existing data and pages are never duplicated.

bolt Re-verify & Sync All Pages refresh Rescan

check_circle Installer Execution Complete: 0 Created, 16 Preserved (Already Existed), 0 Updated.

The site structure has been verified and synchronized. No duplicates were created.

shield Page 'AI-Powered AUM Management (Intro)' (/intro) already exists (ID: 24) — skipped creation.
shield Page 'My Team & Performance' (/team-performance) already exists (ID: 6) — skipped creation.
shield Page 'Master Home Analysis' (/home-analysis) already exists (ID: 7) — skipped creation.
shield Page 'Net Fund Flow Intelligence' (/fund-flow) already exists (ID: 8) — skipped creation.
shield Page 'Cash Flow & Liquidity' (/cashflow-liquidity) already exists (ID: 9) — skipped creation.
shield Page 'Portfolio Rebalancing & Returns' (/aum-returns) already exists (ID: 10) — skipped creation.
shield Page 'Allocation & Risk Matrix' (/allocation-risk) already exists (ID: 11) — skipped creation.
shield Page 'SIP, STP & Cash Flows' (/sip-cashflows) already exists (ID: 12) — skipped creation.
shield Page 'Mutual Fund Analytics & Clients' (/client-lifecycle) already exists (ID: 13) — skipped creation.
shield Page 'Portfolio Health Score' (/scheme-health) already exists (ID: 14) — skipped creation.
shield Page 'SIP Failure Diagnostics' (/sip-health) already exists (ID: 15) — skipped creation.
shield Page 'Concentration Risk' (/concentration-risk) already exists (ID: 16) — skipped creation.
shield Page 'Scheme Master Book' (/scheme-master) already exists (ID: 17) — skipped creation.
shield Page 'Advisor Action Desk' (/advisor-action) already exists (ID: 18) — skipped creation.
shield Page 'Persona Authentication & Login' (/login) already exists (ID: 19) — skipped creation.
shield Page 'Wealth Suite Setup & Seed Data' (/setup-data) already exists (ID: 20) — skipped creation.
tune Set Front Page to 'My Team & Performance' (ID: 6).

Total Dashboard Pages

Complete Suite Coverage

Ready & Linked

✓ Verified in Database

Pending Creation

All 15 Pages Active

Permalinks & Defaults

/%postname%/

Front Page: Static Page

layers Master Page & Template Registry

100% Idempotent Verification Ledger

#	Dashboard Name & Category	URL Slug / Route	Assigned PHP Template	DB Status	Actions
1	auto_awesome AI-Powered AUM Management (Intro) Showcase & Intro	`/intro`	page-intro.php	check_circle Ready (ID: 24)	Launch ➔
2	groups My Team & Performance Organization & Hierarchy	`/team-performance`	page-team-performance.php	check_circle Ready (ID: 6)	Launch ➔
3	home Master Home Analysis Core Analytics	`/home-analysis`	page-home-analysis.php	check_circle Ready (ID: 7)	Launch ➔
4	water Net Fund Flow Intelligence Cash Flow	`/fund-flow`	page-fund-flow.php	check_circle Ready (ID: 8)	Launch ➔
5	account_balance_wallet Cash Flow & Liquidity Cash Flow	`/cashflow-liquidity`	page-cashflow-liquidity.php	check_circle Ready (ID: 9)	Launch ➔
6	balance Portfolio Rebalancing & Returns Portfolio Intelligence	`/aum-returns`	page-aum-returns.php	check_circle Ready (ID: 10)	Launch ➔
7	security Allocation & Risk Matrix Risk Management	`/allocation-risk`	page-allocation-risk.php	check_circle Ready (ID: 11)	Launch ➔
8	sync_alt SIP, STP & Cash Flows Systematic Flows	`/sip-cashflows`	page-sip-cashflows.php	check_circle Ready (ID: 12)	Launch ➔
9	person_search Mutual Fund Analytics & Clients Client Intelligence	`/client-lifecycle`	page-client-lifecycle.php	check_circle Ready (ID: 13)	Launch ➔
10	health_and_safety Portfolio Health Score Scheme Diagnostics	`/scheme-health`	page-scheme-health.php	check_circle Ready (ID: 14)	Launch ➔
11	report_problem SIP Failure Diagnostics Systematic Flows	`/sip-health`	page-sip-health.php	check_circle Ready (ID: 15)	Launch ➔
12	warning Concentration Risk Risk Management	`/concentration-risk`	page-concentration-risk.php	check_circle Ready (ID: 16)	Launch ➔
13	menu_book Scheme Master Book Master Records	`/scheme-master`	page-scheme-master.php	check_circle Ready (ID: 17)	Launch ➔
14	checklist Advisor Action Desk Advisor Operations	`/advisor-action`	page-advisor-action.php	check_circle Ready (ID: 18)	Launch ➔
15	lock Persona Authentication & Login Authentication	`/login`	page-login.php	check_circle Ready (ID: 19)	Launch ➔
16	build Wealth Suite Setup & Seed Data System Setup	`/setup-data`	page-setup-data.php	check_circle Ready (ID: 20)	Launch ➔

badge Switch User Persona & Perspective

rocket_launch One-Click Wealth Suite WordPress Site Initializer

layers Master Page & Template Registry