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ACTIVE DATA SCOPE
filter_alt Mumbai Financial HQ & Capital Hub (Mumbai)
Supervised by Vikram Malhotra • 2 Active RMs
groups My Center Team RMs auto_awesome Intro Page
corporate_fare CENTER SCOPE
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

badge Switch User Persona & Perspective

👑 National Management
Admin
Rajesh Sharma
National Admin (All Hubs)
🏢 6 Regional Center Heads (Major Metros)
Vikram Malhotra
Vikram Malhotra
Center Head - Mumbai
Amitav Sengupta
Amitav Sengupta
Center Head - Delhi
Siddharth Rao
Siddharth Rao
Center Head - Bengaluru
Dhaval Shah
Dhaval Shah
Center Head - Hyderabad
Rajesh Rawat
Rajesh Rawat
Center Head - Chennai
Manisha Negi
Manisha Negi
Center Head - Kolkata
💼 Sales Relationship Managers (RMs)
Ananya Deshmukh
Ananya Deshmukh
RM - Mumbai
Rohan Kulkarni
Rohan Kulkarni
RM - Mumbai
Kavita Sharma
Kavita Sharma
RM - Delhi
Gaurav Verma
Gaurav Verma
RM - Delhi
Sneha Patel
Sneha Patel
RM - Bengaluru
Nikhil Kamath
Nikhil Kamath
RM - Bengaluru
Hardik Patel
Hardik Patel
RM - Hyderabad
Meera Joshi
Meera Joshi
RM - Hyderabad
Deepak Bhatt
Deepak Bhatt
RM - Chennai
Arvind Chauhan
Arvind Chauhan
RM - Kolkata
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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
Total Dashboard Pages
16
Complete Suite Coverage
Ready & Linked
16
✓ Verified in Database
Pending Creation
0
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 ➔