ACTIVE DATA SCOPE
Chennai Southern Coastal & Industrial Hub (Chennai)
Supervised by Rajesh Rawat • 2 Active RMs
CENTER SCOPE
Chennai Southern Coastal & Industrial Hub (Chennai)
Supervised by Rajesh Rawat • 2 Active RMs
AUM: ₹82.30 Cr
Inflows: ₹3.70 Cr
Folios: 1,017
SIP Book: ₹27.90 L
Switch User Persona & Perspective
👑 National Management
🏢 6 Regional Center Heads (Major Metros)
Vikram Malhotra
Center Head - Mumbai
Center Head - Mumbai
Amitav Sengupta
Center Head - Delhi
Center Head - Delhi
Siddharth Rao
Center Head - Bengaluru
Center Head - Bengaluru
Dhaval Shah
Center Head - Hyderabad
Center Head - Hyderabad
Rajesh Rawat
Center Head - Chennai
Center Head - Chennai
Manisha Negi
Center Head - Kolkata
Center Head - Kolkata
💼 Sales Relationship Managers (RMs)
Real Systematic (SIP & STP) vs Lumpsum Book & Execution Channel Audit
Isolating exact recurring monthly SIPs and Systematic Transfer Plan (STP) switch mandates for Chennai Southern Coastal & Industrial Hub (Chennai).
🔄 SIP: ₹9.79 Cr | STP: ₹56.13 Cr
Real Systematic (SIP + STP) vs Lumpsum Split
Exact contribution ratio from TRXN_NATUR and TRXNTYPE
Active SIP Folios
385 Folios
● ₹9.79 Cr SIP Vol
Active STP Switch Folios
468 Folios
● ₹56.13 Cr STP Vol
Lumpsum Investing Folios
478 Folios
● One-Time Deployments
Lumpsum Inflow Volume
₹16.38 Cr
● Market Driven
Execution Mode Analysis (TRXNMODE)
Digital Internet ('N') vs Physical forms ('R'/'M') vs Portal ('D')
| Channel (TRXNMODE) | Share | Volume (₹ Cr) | Rejection Rate |
|---|---|---|---|
| Internet / Online (Mode 'N') | 70.0% | ₹57.61 Cr | 0.2% (Lowest) |
| Physical Forms ('R'/'M') | 25.0% | ₹20.58 Cr | 1.8% (High Friction) |
| Edge360 Portal (Mode 'D') | 5.0% | ₹4.12 Cr | 0.5% (Low) |