Manage your entire client roster, track AUM, monitor engagement health, and surface households that need attention today.
| Household | Segment | AUM | 1M change | SIP book | Health | Last active | |
|---|---|---|---|---|---|---|---|
|
VA
Vikram Agarwal
+91 98200 34127 · 8 products
|
Ultra HNI | ₹ 18.4 Cr | +4.2% | ₹ 2.85 L | Good | Today | View |
|
SM
Shalini Mehra
+91 98102 44561 · 5 products
|
Ultra HNI | ₹ 14.2 Cr | +2.9% | ₹ 1.75 L | Good | Today | View |
|
RK
Rohit and Priya Kapoor
+91 98765 11223 · 6 products
|
HNI | ₹ 11.7 Cr | +1.6% | ₹ 1.20 L | Review | Yesterday | View |
|
NS
Nandini Subramanian
+91 98450 99887 · 4 products
|
HNI | ₹ 9.3 Cr | -0.8% | ₹ 95 K | Good | 2 days ago | View |
|
PB
Prakash Bhatia
+91 97654 33221 · 7 products
|
HNI | ₹ 8.1 Cr | +3.1% | ₹ 1.05 L | Good | Today | View |
|
AK
Ananya Krishnamurthy
+91 98800 77665 · 3 products
|
Emerging | ₹ 3.4 Cr | +5.3% | ₹ 35 K | Good | 3 days ago | View |
|
DR
Deepak Reddy
+91 99012 55443 · 5 products
|
HNI | ₹ 6.8 Cr | -1.2% | ₹ 80 K | Review | 5 days ago | View |
|
KS
Kavita Shah
+91 98222 66778 · 6 products
|
Family office | ₹ 22.5 Cr | +2.4% | ₹ 2.10 L | Good | Today | View |
|
SM2
Sanjay Malhotra
+91 98111 22334 · 4 products
|
Emerging | ₹ 1.9 Cr | +0.9% | ₹ 25 K | Good | 1 week ago | View |
|
RJ
Rahul Jain
+91 98333 44556 · 4 products
|
HNI | ₹ 5.6 Cr | +2.7% | ₹ 62 K | Good | Yesterday | View |