Prospects Scored Above 70
48
+12 this week
New Intent Signals (7D)
127
+23% vs last week
Meeting Conversion Rate
23.4%
+2.1pp this month
Pipeline Value
₹ 8.7 Cr
+₹ 1.4 Cr this week
Prospects Scored Above 70
19
+4 this week
New Intent Signals (7D)
54
+11% vs last week
Meeting Conversion Rate
18.2%
+1.3pp this month
Pipeline Value
₹ 2.1 Cr
+₹ 32 L this week
Prospect
Primary signal
Est. surplus
Last activity
Score
AK
Anirudh Krishnan
Exited startup founder · Bengaluru
Liquidity event
₹ 4.2 Cr
2h ago
94
Qualify
PM
Pooja & Manish Malhotra
Dual-income household · Mumbai
Job change
₹ 1.8 Cr/yr
5h ago
88
Qualify
SR
Sudhir Reddy
Retired PSU executive · Hyderabad
NFO interest
₹ 72 L
Yesterday
85
Qualify
DV
Divya Venkatesh
CFO, mid-cap manufacturer · Chennai
Referral
₹ 2.5 Cr
Yesterday
76
Qualify
RJ
Rajiv Jain
Doctor, private practice · Delhi
Portfolio drift
₹ 96 L
2 days ago
71
Qualify
LE
Liquidity events
ESOP exercises, real estate sales, and business exits detected across your territory.
34 signals · ₹ 31.4 Cr estimated surplus
JC
Job changes
Professionals moving into higher CTC roles or joining well-funded companies.
28 signals · avg CTC jump +42%
NF
NFO / new fund interest
Investors researching new fund offers and category-defining launches.
41 signals · 3 funds trending
RF
Warm referrals
Existing clients introduced prospects with matched risk and life-stage profiles.
24 signals · 67% meeting conversion
Anirudh Krishnan just filed a startup exit disclosure. His estimated investable surplus is ₹ 4.2 Cr and he has no current debt allocation. I recommend the Conservative Accumulator model portfolio with a 25% AIF allocation.
Indus Growth Fund III closing 25 Aug₹ 6 Cr
Gilt fund rally - rate-sensitive clients₹ 3.2 Cr
Mid-cap SIP top-up campaign₹ 2.8 Cr
KYC renewal cross-sell window17 clients
NPS corporate bulk registration9 leads
Week 1Week 7
Mid-cap SIP top-up campaign₹ 72 L
KYC renewal cross-sell window8 clients
Term insurance lead list14 leads
FD renewal rate migration6 clients
1
Prioritize liquidity-event leads
34 prospects have fresh capital. Schedule goal-setting calls within 48 hours.
2
Activate dormant referrals
12 warm referrals have not been contacted in 14 days. Average score is 81.
3
Launch NFO micro-campaign
41 investors showed interest. Use the proposal builder to create 3 variant decks.