User Avatar
ACTIVE DATA SCOPE
filter_alt Hardik Patel's Client Book (Hyderabad)
Wealth Partner - Corporate & SME • Specialization: Pharma, Tech & SME Treasury Desk
groups My Performance auto_awesome Intro Page
person RM SCOPE
Hardik Patel's Client Book (Hyderabad) Wealth Partner - Corporate & SME • Specialization: Pharma, Tech & SME Treasury Desk
AUM: ₹72.30 Cr Inflows: ₹3.40 Cr Folios: 894 SIP Book: ₹24.10 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
Go to Dedicated Fullscreen Login Portal
🔍

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').