ACTIVE DATA SCOPE
Kolkata Eastern Commercial Hub (Kolkata)
Supervised by Manisha Negi • 2 Active RMs
CENTER SCOPE
Kolkata Eastern Commercial Hub (Kolkata)
Supervised by Manisha Negi • 2 Active RMs
AUM: ₹85.60 Cr
Inflows: ₹3.55 Cr
Folios: 1,058
SIP Book: ₹28.00 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)
Real Systematic (SIP & STP) vs Lumpsum Book & Execution Channel Audit
Isolating exact recurring monthly SIPs and Systematic Transfer Plan (STP) switch mandates for Kolkata Eastern Commercial Hub (Kolkata).
🔄 SIP: ₹10.19 Cr | STP: ₹58.38 Cr
Real Systematic (SIP + STP) vs Lumpsum Split
Exact contribution ratio from TRXN_NATUR and TRXNTYPE
Active SIP Folios
370 Folios
● ₹10.19 Cr SIP Vol
Active STP Switch Folios
487 Folios
● ₹58.38 Cr STP Vol
Lumpsum Investing Folios
497 Folios
● One-Time Deployments
Lumpsum Inflow Volume
₹17.03 Cr
● Market Driven
Execution Mode Analysis (TRXNMODE)
Digital Internet ('N') vs Physical forms ('R'/'M') vs Portal ('D')
| Channel (TRXNMODE) | Share | Volume (₹ Cr) | Rejection Rate |
|---|---|---|---|
| Internet / Online (Mode 'N') | 70.0% | ₹59.92 Cr | 0.2% (Lowest) |
| Physical Forms ('R'/'M') | 25.0% | ₹21.40 Cr | 1.8% (High Friction) |
| Edge360 Portal (Mode 'D') | 5.0% | ₹4.28 Cr | 0.5% (Low) |