User Avatar
ACTIVE DATA SCOPE
filter_alt National Practice (All 6 Centers, 12 RMs)
Consolidated figures across Mumbai, Delhi, Bengaluru, Hyderabad, Chennai, and Kolkata
groups My Team & Centers 6 Hubs auto_awesome Intro Page
shield NATIONAL SCOPE
National Practice (All 6 Centers, 12 RMs) Consolidated figures across Mumbai, Delhi, Bengaluru, Hyderabad, Chennai, and Kolkata
AUM: ₹729.90 Cr Inflows: ₹34.85 Cr Folios: 9,022 SIP Book: ₹246.60 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
🔍

Concentration Risk Dashboard (Enterprise Portfolio Engine)

Tracking Top 10 Folios, Distributor Channel Allocation, and 39-city regional distributions.

⚠️ AI Structural Audit
Top Client Folios (HNI Whale Audit)
Aggregated from INV_NAME and FOLIO_NO
Top 3 Share Concentrated
1. Aditya Singhania Family Trust (₹1.68 Cr)1.8%
2. Zenith Heritage Trust (₹1.57 Cr)1.7%
3. Siddharth Varma (₹1.44 Cr)1.5%
Distributor Channel Payout Concentration
Verified share distribution across institutional channels
● Channel Watch
Distribution ChannelVolume (₹ Cr)% ShareRisk Rating
National Wealth Network ₹92.96 Cr 100.0% High Dependency