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filter_alt Mumbai Financial HQ & Capital Hub (Mumbai)
Supervised by Vikram Malhotra • 2 Active RMs
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Mumbai Financial HQ & Capital Hub (Mumbai) Supervised by Vikram Malhotra • 2 Active RMs
AUM: ₹166.30 Cr Inflows: ₹8.80 Cr Folios: 2,055 SIP Book: ₹57.30 L

Concentration Risk Dashboard (Enterprise Portfolio Engine)

Tracking Top 10 Folios, Distributor Channel Allocation, and 39-city regional distributions.

⚠️ AI Structural Audit
Top Client Folios (HNI Whale Audit)
Aggregated from INV_NAME and FOLIO_NO
Top 3 Share Concentrated
1. Aditya Singhania Family Trust (₹1.68 Cr)1.8%
2. Zenith Heritage Trust (₹1.57 Cr)1.7%
3. Siddharth Varma (₹1.44 Cr)1.5%
Distributor Channel Payout Concentration
Verified share distribution across institutional channels
● Channel Watch
Distribution ChannelVolume (₹ Cr)% ShareRisk Rating
National Wealth Network ₹92.96 Cr 100.0% High Dependency