Command Center

Hey Rishabh

Monday, 18 August 2026. Market opens in 2h 14m. Here is everything that needs your attention today.

Acquire client Build proposal
Total AUM
₹ 147.3 Cr
+2.4% vs last month
Active Households
312
+8 this month
Pending Alerts
23
7 critical
Trail Revenue (MTD)
₹ 4.82 L
+6.1% vs target
!
Portfolio drift exceeds threshold
Agarwal household equity allocation is 68% vs target 55%. Rebalance suggested.
Drift 13.2% · P1 · 2h ago
!
KYC expiring in 30 days
17 clients have KYC records expiring before 17 September. Initiate re-KYC.
Compliance · P2 · 6h ago
AI
Sentinel Copilot insight
3 clients are under-exposed to debt. Two model portfolios match their risk profiles.
Next-best-action · P3 · 30m ago
i
AIF commitment window open
Indus Growth Fund III closes subscription on 25 August. 4 HNI clients qualify.
Opportunity · P3 · 1d ago
Product mix vs benchmark
Actual allocation against model portfolio
View analytics
14
asset classes
Equity
54%
Debt
32%
Alternatives
10%
Cash / Liquid
4%
Net flows trend
Inflows, outflows, and net flows over the last 12 months
Last 12 months
Top clients by AUM
VA
Vikram Agarwal
Household · 8 products
₹ 18.4 Cr
SM
Shalini Mehra
Household · 5 products
₹ 14.2 Cr
RK
Rohit & Priya Kapoor
Household · 6 products
₹ 11.7 Cr
NS
Nandini Subramanian
Household · 4 products
₹ 9.3 Cr
PB
Prakash Bhatia
Household · 7 products
₹ 8.1 Cr
View client book
Sentinel Copilot
You have 3 households with concentrated equity exposure above 65%. I prepared two rebalancing options and a tax-aware loss-harvesting note. Would you like to review?
Review rebalancing Show loss harvests Schedule reviews
Recent activity
09:14
Proposal accepted by Mehra household
08:47
SIP registered for Kapoor goal: retirement
08:22
KYC verified for 3 new leads
Yesterday
Rebalance executed for Agarwal portfolio