Meera Joshi's Client Book (Hyderabad)
AUM: ₹52.60 Cr
Inflows: +₹2.40 Cr/mo
Folios: 650
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)
SIP Health & Real Payment Failure Diagnostics
Isolating exact SystematicPayment Failed entries and automated retry workflows.
⚠️ 57 Payment Failures
Active Systematic Folios
609 Active Folios
₹11.05 Cr Systematic Volume
Verified Payment Failures
57 Failed Txns
₹0.219 Cr Failed Debits
Online vs Physical Bounce
0.2% vs 1.8%
70% Fewer Online Bounces
Real Systematic Payment Failure Diagnostics Table
Direct listing of folios with TRXNSTAT = 'N' or failed debit status
| Investor & Folio | Bank Name | Failed Debit (₹) | Verified Rejection Reason | Automated Preventive Action |
|---|---|---|---|---|
| Varun Malhotra Trust Folio #38491024 | HDFC Bank Ltd | ₹25,000 | Credit not received; insufficient funds on deduction date. | |
| Radhika Sundaram Folio #59281047 | ICICI Bank Ltd | ₹15,000 | Signature mismatch on physical paper mandate ('R'). |