Distributor Dashboard

ARN-148291 · EUIN E-394821 · Last synced: 07 Jun 2026, 04:54 AM

Total AUM Under Management

₹47.32 Cr

₹47,31,84,200 · 247 active clients

+₹2.81Cr MoM+6.3%

+₹9.12Cr YoY+23.8%

Monthly SIP Book

₹3.21 Cr641 active SIPs · avg ₹5,007

+4.2%vs last month

Trail Commission (MTD)

₹1,84,200May 2026 · Credited 02 Jun

+8.7%vs Apr 2026

Active Clients

247312 total · 65 dormant

+3.8%MoM

Pending KYCAction required — compliance risk

113 expiring within 7 days

Net Flows (MTD)

₹1.63 CrPurchase ₹3.9Cr · Redm ₹2.27Cr

-12.4%vs May 2026

New Clients (MTM)

9Target: 12 · 75% achieved

+12.5%vs May 2026

AUM & SIP Book Trend

12-month rolling · Jul 2025 — Jun 2026

AUM

SIP Book

AMC-wise AUM

Total ₹47.32 Cr

Net Flows

Jan — Jun 2026 · ₹ Crores

Purchase Redm

Gross Purchase

₹27.0 Cr

Gross Redm

₹12.4 Cr

Net

₹14.6 Cr

Pending Alerts

5 items need attention

KYC Expiring — Ramesh Iyer

7 days left

KYC expires 14 Jun 2026 · ARN-linked · PAN ABUPI3847K

SIP Mandate Failed — Suresh Menon

Today

HDFC Mid-Cap · ₹10,000 · 06 Jun 2026 · Bank: HDFC XXXX4821

KYC Expiring — Deepa Nambiar

11 days left

KYC expires 18 Jun 2026 · PAN BCDPN4921H

SIP Mandate Failed — Kavitha Rajan

Yesterday

Axis Small Cap · ₹5,000 · 05 Jun 2026 · Insufficient funds

Onboarding Pending — Nikhil Agarwal

3 days ago

Documents uploaded · KYC verification pending · Since 04 Jun

Client Birthdays

Upcoming 7 days

Ravi Chandrasekaran

AUM ₹12.4L

Today

Sunita Agarwal

AUM ₹8.7L

Tomorrow

Mohan Lal Sharma

AUM ₹31.2L

09 Jun

Lakshmi Priya

AUM ₹5.3L

11 Jun

Recent Transactions

Last 7 days · 8 of 47 shown

Client	Folio / Fund	Type	Amount	Units	Status	Date
Rajesh Kumar	SBI-4821937SBI Bluechip Fund — Direct Growth	Purchase	₹25,000	12.847	Allotted	07 Jun 2026
Priya Nair	HDFC-7293041HDFC Mid-Cap Opportunities — Direct Growth	SIP	₹5,000	8.312	Allotted	07 Jun 2026
Suresh Menon	ICICI-1847203ICICI Pru Balanced Advantage — Direct Growth	SIP	₹10,000	—	Failed	06 Jun 2026
Anita Sharma	AXIS-9284710Axis Small Cap Fund — Direct Growth	Redemption	₹50,000	38.241	Processing	06 Jun 2026
Kavitha Rajan	MIRAE-3849201Mirae Asset Large Cap — Direct Growth	Purchase	₹15,000	9.673	Allotted	06 Jun 2026
Arjun Pillai	SBI-2948371SBI Magnum Midcap — Direct Growth	Switch	₹30,000	15.892	Settled	05 Jun 2026
Meena Krishnan	HDFC-6182930HDFC Flexi Cap — Direct Growth	SIP	₹7,500	5.218	Allotted	05 Jun 2026
Venkat Subramanian	NIPPON-4827310Nippon India Small Cap — Direct Growth	Purchase	₹20,000	11.430	Allotted	04 Jun 2026

Showing 8 of 47 transactions

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