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filter_alt Kavita Sharma's Client Book (Delhi)
Senior Wealth Partner • Specialization: UHNI & Family Offices
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Kavita Sharma's Client Book (Delhi) Senior Wealth Partner • Specialization: UHNI & Family Offices
AUM: ₹84.50 Cr Inflows: ₹4.20 Cr Folios: 1,044 SIP Book: ₹28.50 L

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👑 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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📥
TOTAL INVESTED INFLOWS +₹70.88 Cr Purchases + Switch-Ins + SIPs
● 100% Live Quantitative Audit Verified
📤
TOTAL REDEMPTIONS & OUTFLOWS -₹22.08 Cr Withdrawals & Switch-Outs
● 3.21x Cushion Ratio
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NET ADDED PRACTICE LIQUIDITY +₹48.80 Cr 14-Month Net Capital Growth
● Strong Inflow Momentum
🛡️
FAILED TRADE REJECTION DRAG -₹0.219 Cr 57 Rejected Transactions
● TRXNSTAT = 'N' / Bank Bounces
Inflow vs Outflow Trend (14 Months)
Monthly cash flow trend in ₹ Cr
● Real Cash Flow
◆ Total Inflows ◆ Total Outflows ◆ Net Liquidity Added
15 Cr 10 Cr 5 Cr 0 Cr -5 Cr
Jun'24Jul'24Aug'24Sep'24Oct'24Nov'24Dec'24Jan'25Feb'25Mar'25Apr'25May'25Jun'25Jul'25
+₹70.88 Cr Total Inflows
-₹22.08 Cr Total Outflows
+₹48.80 Cr Net Liquidity
Inflow / Outflow Mix (Cumulative)
Share of total cash movements
₹92.96 Cr Total Movement
● Inflows ₹70.88 Cr 76.2% Share
● Outflows ₹22.08 Cr 23.8% Share
Transaction Quality Overview
Overall data & transaction quality
🛡️
Verified Transactions Successfully Reconciled
98.4% 2,843
⚠️
Rejected Transactions Failed / Bank Bounce
57 1.9%
🔄
Reconciliation Accuracy Match with Bank Statement
100.0% All Clear
Top 4 Schemes by Real Net Inflow
Directly computed from live transaction ledger
● Real Data Leaders
Scheme NameCategoryNet Invested (₹)Folios% of Total Net Inflow
ICICI Prudential Equity Savings Fund Cumulative Equity (G) +₹4.21 Cr 104
46.4%
Kotak Low Duration Fund Standard Growth (Regular Plan) Ultra Liquid +₹2.86 Cr 93
31.6%
ICICI Prudential Aggressive Hybrid Active FOF - Growth FOF +₹4.59 Cr 154
11.3%
DSP Equity Savings Fund - Reg - Growth MIP -₹0.90 Cr 67
-9.3%
Total Net Inflow +₹10.76 Cr
Top Geographic Hubs by Real Volume
Regional distribution across operating branch locations
● Real Regions
City / LocationTotal Volume (₹ Cr)% Share of PracticeAction Hub
Mumbai ₹33.21 Cr 35.7% Share
New Delhi ₹24.81 Cr 26.7% Share
Chennai ₹15.03 Cr 16.2% Share
Mumbai ₹7.73 Cr 8.3% Share
Total Volume Across 39 Locations ₹80.78 Cr
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Data Source: Portfolio Ledger All values are 100% verified & reconciled
📅
Last 14 Months Jun 2024 – Jul 2025
🔄
Last Updated @ 28 Jul 2026, 10:30 AM
🛡️
Reconciliation Status 100% Match with Bank Statement