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filter_alt Hardik Patel's Client Book (Hyderabad)
Wealth Partner - Corporate & SME • Specialization: Pharma, Tech & SME Treasury Desk
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Hardik Patel's Client Book (Hyderabad) Wealth Partner - Corporate & SME • Specialization: Pharma, Tech & SME Treasury Desk
AUM: ₹72.30 Cr Inflows: ₹3.40 Cr Folios: 894 SIP Book: ₹24.10 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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Advisor Action Plan (Sales Rep Daily Workflow)

Unified dashboard prioritizing at-risk folios, rebalancing opportunities, and cost optimizations for immediate client outreach.

⚡ 167 Combined Action Items

🔴 1. Daily Priority: Recover Lost Cash Flow (SIP Failures)

Immediate intervention required for bounced payments or mandate rejections (Source: SIP Failure Diagnostics)

57 Failed Txns
Investor & FolioBank NameFailed Debit (₹)Verified Rejection ReasonAutomated Preventive Action
Varun Malhotra Trust
Folio #38491024		HDFC Bank Ltd₹25,000Credit not received; insufficient funds on deduction date.
Radhika Sundaram
Folio #59281047		ICICI Bank Ltd₹15,000Signature mismatch on physical paper mandate ('R').

🟠 2. Weekly Priority: Portfolio Rebalancing & Asset Drift

Proactive tactical switches for folios that have drifted from target allocation (Source: Portfolio Rebalancing)

86 Folios Drifted
Accounts Requiring Immediate Switch
Significant equity drift detected
⚖️
Zenith Heritage Trust (Target: 60% Equity)
Current Equity: 68.2%. Over-allocated by 8.2% due to market rally.
⚖️
Siddharth Varma (Target: 60% Equity)
Current Equity: 65.5%. Over-allocated by 5.5%.
Call Script: The Rebalance Pitch

"Hi [Client], I was reviewing your portfolio and noticed your equity investments have performed exceptionally well, pushing your risk level higher than we initially planned (now at 68% vs our 60% target). To protect these gains and reduce your risk, I suggest we take some profits from the equity side and move them into a stable low-duration fund. There are no exit loads or immediate tax penalties for this move. Can I go ahead and initiate this switch?"

🟢 3. Monthly Priority: Cost Savings & Clutter Optimization

Win trust by identifying multi-fund overlap and expensive Regular Plan drags (Source: Portfolio Health Score)

₹60.4 Lakh/yr Savings Found
Top Regular Plan Cost Drags
Opportunities to save clients on TER
Flagged SchemeAffected FoliosPotential Saving
Kotak Low Duration Fund (Regular)93+₹2.57 Lakh/yr
DSP Equity Savings (Regular)67+₹0.86 Lakh/yr
HSBC Low Duration (Regular)30+₹0.37 Lakh/yr
Portfolio Clutter Consolidation
Clients holding redundant funds (>10 schemes)
🧹
24 Folios Overlapping
High overlap (78%+) detected between ICICI Pru Equity Savings & Aggressive Hybrid FOF.

🔵 4. Strategic Priority: HNI Whale Management

Highly concentrated client folios requiring premium white-glove service (Source: Concentration Risk)

Top 3 Represent 5% of AUM
Top 3 Practice Clients
Ensure these clients receive monthly touchpoints and dedicated performance reviews.
1. Aditya Singhania Family Trust (₹1.68 Cr)1.8% Share
2. Zenith Heritage Trust (₹1.57 Cr)1.7% Share
3. Siddharth Varma (₹1.44 Cr)1.5% Share