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ACTIVE DATA SCOPE
filter_alt Rohan Kulkarni's Client Book (Mumbai)
Wealth Advisor - Private Clients • Specialization: UHNI Family Offices & Hybrid Allocation
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Rohan Kulkarni's Client Book (Mumbai) Wealth Advisor - Private Clients • Specialization: UHNI Family Offices & Hybrid Allocation
AUM: ₹67.90 Cr Inflows: ₹3.20 Cr Folios: 839 SIP Book: ₹22.50 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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🔍

Real Systematic (SIP & STP) vs Lumpsum Book & Execution Channel Audit

Isolating exact recurring monthly SIPs and Systematic Transfer Plan (STP) switch mandates for Rohan Kulkarni's Client Book (Mumbai).

🔄 SIP: ₹8.08 Cr | STP: ₹46.31 Cr
Real Systematic (SIP + STP) vs Lumpsum Split
Exact contribution ratio from TRXN_NATUR and TRXNTYPE
76.7% Systematic Share
Active SIP Folios
260 Folios
● ₹8.08 Cr SIP Vol
Active STP Switch Folios
386 Folios
● ₹46.31 Cr STP Vol
Lumpsum Investing Folios
394 Folios
● One-Time Deployments
Lumpsum Inflow Volume
₹13.51 Cr
● Market Driven
Execution Mode Analysis (TRXNMODE)
Digital Internet ('N') vs Physical forms ('R'/'M') vs Portal ('D')
70% Online Digital
Channel (TRXNMODE)ShareVolume (₹ Cr)Rejection Rate
Internet / Online (Mode 'N')70.0%₹47.53 Cr0.2% (Lowest)
Physical Forms ('R'/'M')25.0%₹16.98 Cr1.8% (High Friction)
Edge360 Portal (Mode 'D')5.0%₹3.40 Cr0.5% (Low)