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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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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
⚠️ Action Required
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').