Dashboard
Welcome back, Rajan · Sunday, 1 March 2026
⌕
🔔
💼
↑ 12%
₹24.7 Cr
Total AUM
Across 47 clients
🎯
↑ 3
8
Active Leads
₹3.2 Cr pipeline value
✅
+5 this month
47
Active Clients
4 onboarding in progress
📈
↑ 2.1%
14.8%
Avg Portfolio Return
XIRR across all clients
Sales Pipeline Snapshot
₹3.2 Cr Total
New Lead
3
₹80L
Meeting Done
2
₹1.1Cr
Proposal Sent
2
₹90L
KYC / Docs
1
₹60L
Won ✓
8
₹4.2Cr
⚡ Quick Actions
🔔 Alerts
⚠️
3 KYC documents expiring
Priya Mehta, Rakesh Jain +1
Urgent
📅
5 SIP mandates due today
Total ₹1.45L due for processing
Today
📉
2 portfolios below target
Review rebalancing recommendations
Review
Top Clients by AUM
ClientAUMReturnRisk
Vikram Malhotra
RM: Rajan Shah
 ₹3.8 Cr +18.4% Medium
Ananya Krishnan
RM: Rajan Shah
 ₹2.6 Cr +14.2% Low
Suresh Patel
RM: Priya Joshi
 ₹2.1 Cr +22.1% High
Meera Nair
RM: Rajan Shah
 ₹1.7 Cr −2.3% Medium
Recent Activity
✅
Priya Mehta — Onboarding Complete
KYC verified, SIP of ₹25,000/mo set up
Today, 10:24 AM
📑
Proposal sent to Arjun Kapoor
Portfolio worth ₹50L — equity focused
Today, 9:10 AM
💰
SIP processed — Vikram Malhotra
₹50,000 in Mirae Asset Large Cap
Yesterday, 4:00 PM
⚠️
KYC Expired — Rakesh Jain
PAN verification pending renewal
Yesterday, 2:30 PM
📥
3
New Leads
₹80L value
🤝
2
Meeting Done
₹1.1 Cr value
📄
2
Proposal Sent
₹90L value
📋
1
KYC/Docs
₹60L value
🏆
This Month
8
Closed Won
₹4.2 Cr won
Sales Pipeline
8 Leads · ₹3.2 Cr
New Lead
3
Arjun Kapoor
₹50L
IT Professional · Equity
Day 2
AK
Sunita Rao
₹20L
Teacher · Balanced
Day 1
SR
Nikhil Desai
₹10L
Freelancer · Debt
New
ND
Meeting Done
2
Priyanka Sharma
₹75L
Doctor · High Risk
Day 5
PS
Ravi Kumar
₹35L
Business Owner · Medium
Day 3
RK
Proposal Sent
2
Arun Mehta
₹60L
CFO · Conservative
Day 8
AM
Divya Singh
₹30L
Homemaker · SIP
Day 6
DS
KYC / Docs
1
Kabir Shah
₹60L
Engineer · Equity SIP
Day 12
KS
Negotiation
0
No leads
Won ✓
8
Priya Mehta
₹45L
Onboarded · Mar 1
Won
PM
Sanjay Gupta
₹80L
Onboarded · Feb 28
Won
SG
👥
↑ 5
47
Total Clients
💼
↑ 8%
₹24.7 Cr
Total AUM
📈
14.8%
Avg XIRR
⚠️
Needs Action
4
KYC Pending
Client Directory
Client Name Contact AUM XIRR Risk Profile RM KYC Status
Vikram Malhotra
VIP · Since 2021
vikram@gmail.com
+91 98765 43210
 ₹3.8 Cr +18.4% Medium Rajan Shah Valid Active
Ananya Krishnan
Since 2022
ananya@gmail.com
+91 98765 11111
 ₹2.6 Cr +14.2% Low Rajan Shah Valid Active
Suresh Patel
Since 2020
suresh@gmail.com
+91 98765 22222
 ₹2.1 Cr +22.1% High Priya Joshi Valid Active
Meera Nair
Since 2023
meera@gmail.com
+91 98765 33333
 ₹1.7 Cr −2.3% Medium Rajan Shah Expiring Review
Rakesh Jain
Since 2022
rakesh@gmail.com
+91 98765 44444
 ₹1.4 Cr +11.6% Medium Rajan Shah Expired KYC Pending
Priya Mehta
Since 2026 · New
priya@gmail.com
+91 98765 55555
 ₹45 L — Medium Rajan Shah Valid Onboarding
✓
Personal Info
✓
KYC & Documents
3
Risk Profiling
4
Bank & Mandate
5
Investment Plan
📋 KYC Checklist — Priya Mehta
✓
PAN Card
ABCDE1234F · Verified
✓ Done
✓
Aadhaar Card
XXXX XXXX 5678 · Verified
✓ Done
✓
Address Proof
Passport · Valid
✓ Done
Bank Statement
Last 3 months required
Pending
Income Proof
ITR / Salary Slip
Pending
Photograph
Passport size, recent
Pending
FATCA Declaration
Mandatory for MF
Not Started
KYC Progress 3/7 Complete
🎯 Risk Profiling Questionnaire
RISK SCORE RESULT
Moderate Risk Investor
Score: 62/100 · Recommended: 60% Equity, 30% Debt, 10% Gold
CLIENT
RISK PROFILE
CATEGORY
INVESTMENT TYPE
Recommended Funds 12 Matched
Mirae Asset Large Cap Fund
Large Cap · Direct Growth
★★★★★
✓ Added
Moderate NAV: ₹98.42
12.4%
1Y Return
16.8%
3Y CAGR
14.2%
5Y CAGR
Axis Bluechip Fund
Large Cap · Direct Growth
★★★★★
Moderate NAV: ₹52.16
10.2%
1Y Return
15.1%
3Y CAGR
13.8%
5Y CAGR
Parag Parikh Flexi Cap
Flexi Cap · Direct Growth
★★★★★
Moderate NAV: ₹74.80
18.6%
1Y Return
22.3%
3Y CAGR
19.1%
5Y CAGR
HDFC Balanced Advantage
Balanced · Direct Growth
★★★★★
Low-Mod NAV: ₹430.22
9.8%
1Y Return
13.4%
3Y CAGR
12.1%
5Y CAGR
Quant Mid Cap Fund
Mid Cap · Direct Growth
★★★★★
High NAV: ₹218.44
42.1%
1Y Return
38.4%
3Y CAGR
28.7%
5Y CAGR
Nippon India ELSS Tax Saver
ELSS · Direct Growth (80C)
★★★★★
Tax Saving NAV: ₹83.10
14.8%
1Y Return
18.2%
3Y CAGR
15.6%
5Y CAGR
VM
Vikram Malhotra
Client since 2021 · RM: Rajan Shah · Moderate Risk
VIP Client Active SIP KYC Valid
₹3.8 Cr
Total AUM
+18.4%
XIRR
₹2.1 Cr
Invested
₹1.7 Cr
Gain
Asset Allocation
62% Equity
Equity₹2.36 Cr
Debt₹95 L
Gold₹30 L
Cash₹19 L
Active SIPs
FundAmountDateStatus
Mirae Asset Large Cap
₹50,0005thActive
Parag Parikh Flexi Cap
₹30,00010thActive
HDFC Balanced Advantage
₹20,00015thActive
Nippon ELSS Tax Saver
₹12,5001stPaused
Total Monthly SIP ₹1,12,500
Portfolio Holdings
Total Value: ₹3.8 Cr
Fund NameCategoryUnitsAvg NAVCurrent NAVInvestedCurrent ValueGain/LossXIRR
Mirae Asset Large CapLarge Cap12,450₹72.40₹98.42₹90.1 L₹1.22 Cr+₹35.9 L+18.2%
Parag Parikh Flexi CapFlexi Cap8,320₹52.10₹74.80₹43.3 L₹62.2 L+₹18.9 L+22.1%
HDFC Balanced AdvantageBalanced2,100₹360.00₹430.22₹75.6 L₹90.3 L+₹14.7 L+12.4%
Axis Bluechip FundLarge Cap18,000₹42.80₹52.16₹77.0 L₹93.9 L+₹16.9 L+14.8%
Nippon India ELSSELSS9,600₹64.20₹83.10₹61.6 L₹79.8 L+₹18.2 L+16.3%
📊
47
Portfolios Monitored
⚠️
Action Needed
3
Below Target
🔄
8
Rebalancing Due
📅
5
SIPs Due Today
⚠️ Portfolios Needing Attention
Meera Nair
Below Target
Portfolio return: −2.3% vs target 10%
Rakesh Jain
Under Review
Equity allocation at 78% — above 70% limit for moderate risk
📅 SIP Calendar — Today
ClientFundAmountStatus
Vikram MalhotraMirae Asset L Cap₹50,000Processed
Ananya KrishnanAxis Bluechip₹25,000Processed
Suresh PatelQuant Mid Cap₹40,000Pending
Meera NairHDFC Balanced₹15,000Pending
Priya MehtaParag Parikh₹15,000Scheduled
Portfolio Performance Overview — All Clients
ClientAUMInvestedGain/LossXIRRTarget XIRRvs TargetLast ReviewAction
Vikram Malhotra₹3.8 Cr₹2.1 Cr+₹1.7 Cr+18.4%15%+3.4%Mar 1
Ananya Krishnan₹2.6 Cr₹1.8 Cr+₹80 L+14.2%12%+2.2%Feb 28
Suresh Patel₹2.1 Cr₹1.2 Cr+₹90 L+22.1%20%+2.1%Feb 25
Meera Nair₹1.7 Cr₹1.74 Cr−₹4 L−2.3%10%−12.3%Feb 20
Reports & Statements
Generate portfolio statements, performance reports, and compliance documents
📊
Portfolio Statement
Holdings, performance, gains & SIP summary
📈
Performance Report
XIRR, CAGR, benchmark comparison
💰
Capital Gains Statement
STCG, LTCG for tax filing
📋
SIP Transaction Report
All SIP history, amounts, dates
🔒
KYC Compliance Report
Status of all client KYC documents
📬
Bulk Email Statements
Send monthly statements to all clients
Recent Reports
Report NameClientTypeGeneratedGenerated ByAction
Portfolio Statement — Feb 2026Vikram MalhotraPortfolioMar 1, 2026Rajan Shah
XIRR Performance ReportAnanya KrishnanPerformanceFeb 28, 2026Rajan Shah
Capital Gains — FY 2025-26Suresh PatelTaxFeb 25, 2026Priya Joshi
KYC Compliance SummaryAll ClientsComplianceFeb 20, 2026Admin
⚙️ Settings
✅ Done!