ACTIVE DATA SCOPE
Hyderabad Cyber & Institutional Hub (Hyderabad)
Supervised by Dhaval Shah • 2 Active RMs
CENTER SCOPE
Hyderabad Cyber & Institutional Hub (Hyderabad)
Supervised by Dhaval Shah • 2 Active RMs
AUM: ₹124.90 Cr
Inflows: ₹5.80 Cr
Folios: 1,544
SIP Book: ₹40.50 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 Hyderabad Cyber & Institutional Hub (Hyderabad).
🔄 SIP: ₹14.86 Cr | STP: ₹85.18 Cr
Real Systematic (SIP + STP) vs Lumpsum Split
Exact contribution ratio from TRXN_NATUR and TRXNTYPE
Active SIP Folios
470 Folios
● ₹14.86 Cr SIP Vol
Active STP Switch Folios
710 Folios
● ₹85.18 Cr STP Vol
Lumpsum Investing Folios
726 Folios
● One-Time Deployments
Lumpsum Inflow Volume
₹24.86 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% | ₹87.43 Cr | 0.2% (Lowest) |
| Physical Forms ('R'/'M') | 25.0% | ₹31.23 Cr | 1.8% (High Friction) |
| Edge360 Portal (Mode 'D') | 5.0% | ₹6.25 Cr | 0.5% (Low) |