Vikram's concentrated TCS position has crossed 22% of household AUM. I have prepared a tax-aware staggered exit plan and two replacement fund options that keep sector exposure under 15%.
Aryan's education goal is 68% funded but 18 months behind glide path. Increasing the monthly SIP by ₹ 18,000 closes the gap without affecting the retirement trajectory.
Neeta Agarwal's CKYC record expires on 12 Sep 2026. Email sent.
Yesterday, 16:40 IST
Proposal reviewed
AIF III commitment proposal viewed by client for 8 minutes.
16 Aug 2026, 11:22 IST
Portfolio rebalance
Switched ₹ 40 L from equity savings to corporate bond fund.
12 Aug 2026, 14:05 IST
Documents and compliance
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CKYC record - Vikram Agarwal
Verified · KRA001234567 · Expires 14 Jul 2029
Valid
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Risk profile questionnaire
Aggressive · Last updated 3 Mar 2025
Current
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Signed suitability note
AIF III subscription · SEBI Form B filed
Filed
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FATCA / CRS declaration
Self-certified · US indicia: none
On file
Advisor notes and reminders
Private workspace notes visible to Tier 1 IFA only
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Quarterly review prep
Vikram is sensitive to volatility in small caps but accepts tactical allocation. Prepare a 3-year rolling return chart for the small cap fund to anchor the conversation. Reminder: discuss succession planning for son Aryan before year-end.