ACTIVE DATA SCOPE
Gaurav Verma's Client Book (Delhi)
Relationship Manager - Wealth • Specialization: Equity Strategies & Active Portfolios
RM SCOPE
Gaurav Verma's Client Book (Delhi)
Relationship Manager - Wealth • Specialization: Equity Strategies & Active Portfolios
AUM: ₹61.20 Cr
Inflows: ₹2.80 Cr
Folios: 756
SIP Book: ₹19.80 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)
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
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
| Distribution Channel | Volume (₹ Cr) | % Share | Risk Rating |
|---|---|---|---|
| National Wealth Network | ₹92.96 Cr | 100.0% | High Dependency |