ACTIVE DATA SCOPE
National Practice (All 6 Centers, 12 RMs)
Consolidated figures across Delhi, Noida, Gurgaon, Greater Noida, Haridwar, and Dehradun
NATIONAL SCOPE
National Practice (All 6 Centers, 12 RMs)
Consolidated figures across Delhi, Noida, Gurgaon, Greater Noida, Haridwar, and Dehradun
AUM: ₹729.90 Cr
Inflows: ₹34.85 Cr
Folios: 9,022
SIP Book: ₹246.60 L
Switch User Persona & Perspective
👑 National Management
🏢 6 Regional Center Heads
Amitav Sengupta
Center Head - Delhi
Center Head - Delhi
Vikram Malhotra
Center Head - Noida
Center Head - Noida
Siddharth Rao
Center Head - Gurgaon
Center Head - Gurgaon
Dhaval Shah
Center Head - Greater Noida
Center Head - Greater Noida
Rajesh Rawat
Center Head - Haridwar
Center Head - Haridwar
Manisha Negi
Center Head - Dehradun
Center Head - Dehradun
💼 Sales Relationship Managers (RMs)
Active AUM Under Management
₹729.90 Cr
▲ 14.2% YoY Growth
Monthly Gross Inflows
₹34.85 Cr
Target: ₹30.40 Cr
Target Achievement Rate
114.6%
On Track
Monthly SIP Book Velocity
₹246.60 L
2,950 Active Mandates
SIP Bounce / Friction Drag
2.35%
Retention: 94.79%
🏎️ Performance Grand Prix: Team Velocity vs Individual Agility
Interactive dual race-track telemetry comparing regional enterprise sprint quotas against individual relationship manager lap paces
Individual Performance: Modern Stadium Grand Prix Arena
Top 6 Relationship Managers • Infield Telemetry & Official Logo
Team Performance: Modern Stadium Arena & Regional Hub Championship
Top 6 Enterprise Hubs • Infield Telemetry & Official Logo
Team Performance: Horizontal Corporate Sprint Speedway
4 Enterprise Racing Lanes • Skyline Speed Telemetry
Remotion React Video Animation Template
Both SVG scenes are 100% scalable vector geometry designed for interpolation in Remotion. Below is the ready-to-use TypeScript React component for animating both scenes smoothly:
import React from 'react';
import { interpolate, spring, useCurrentFrame, useVideoConfig } from 'remotion';
// =========================================================================
// SCENE 1: TEAM PERFORMANCE (STRAIGHT TRACK REMOTION COMPONENT)
// =========================================================================
export const Scene1TeamStraightTrack: React.FC = () => {
const frame = useCurrentFrame();
const { fps } = useVideoConfig();
// Smooth spring entrance from start line (X=110) to target finish positions
const delhiX = interpolate(frame, [0, 90], [110, 1040], { extrapolateRight: 'clamp' });
const noidaX = interpolate(frame, [0, 90], [110, 960], { extrapolateRight: 'clamp' });
const gurgaonX = interpolate(frame, [0, 90], [110, 860], { extrapolateRight: 'clamp' });
const haridwarX = interpolate(frame, [0, 90], [110, 710], { extrapolateRight: 'clamp' });
return (
<svg viewBox="0 0 1200 480" width="100%" height="auto">
{/* Background & Corporate Buildings */}
{/* Straight Track Surface (Lanes 1 to 4) */}
{/* Team Racers with interpolated X coordinates */}
<g id="team-racer-delhi" transform={`translate(${delhiX}, 160)`}>
{/* Aerodynamic Speed Pod & Team Delhi Label */}
</g>
<g id="team-racer-noida" transform={`translate(${noidaX}, 228)`}>
{/* Team Noida Pod & Label */}
</g>
<g id="team-racer-gurgaon" transform={`translate(${gurgaonX}, 296)`}>
{/* Team Gurgaon Pod & Label */}
</g>
<g id="team-racer-haridwar" transform={`translate(${haridwarX}, 364)`}>
{/* Team Haridwar Pod & Label */}
</g>
</svg>
);
};
// =========================================================================
// SCENE 2: INDIVIDUAL PERFORMANCE (CIRCULAR STADIUM REMOTION COMPONENT)
// =========================================================================
export const Scene2IndividualStadiumTrack: React.FC = () => {
const frame = useCurrentFrame();
const { fps } = useVideoConfig();
// Smooth orbital angle progression around stadium center (600, 340)
// Kavita Sharma (Lane 1, R=252): laps from 0 to 255 degrees
const angleKavita = interpolate(frame, [0, 120], [0, 255], { extrapolateRight: 'clamp' });
const radKavita = (angleKavita * Math.PI) / 180;
const kavitaX = 600 + 252 * Math.cos(radKavita);
const kavitaY = 340 + 252 * Math.sin(radKavita);
return (
<svg viewBox="0 0 1200 680" width="100%" height="auto">
{/* Stadium Seating Tiers & Corner Floodlight Beams */}
{/* Central Circular Track Deck (R=130 to R=270) */}
{/* Infield Digital HUD */}
{/* Individual Runner Pod interpolated along circular track */}
<g id="racer-kavita" transform={`translate(${kavitaX}, ${kavitaY})`}>
{/* Runner Pod & High-Contrast Label */}
</g>
</svg>
);
};
Regional Hub Inflow Quota: Target vs Actual
Monthly Target vs Gross Inflow vs Net Sales across 6 Regional Centers (₹ Cr)
Live Attainment
National AUM Portfolio Distribution
Regional Hub AUM contribution across 6 Centers (₹ Cr)
Book Share
Gurgaon Cyber City Hub
North - Haryana NCR
Head: Siddharth Rao (2 RMs)
₹166.30 Cr
Total AUM
₹8.80 Cr
Inflows (Mo)
125.7%
Target Met
₹57.30 L
SIP Book
Bounce: 1.65%
Inspect Hub ➔
Delhi Regional Hub
North - NCR Capital
Head: Amitav Sengupta (2 RMs)
₹145.70 Cr
Total AUM
₹7.00 Cr
Inflows (Mo)
116.7%
Target Met
₹48.30 L
SIP Book
Bounce: 2.2%
Inspect Hub ➔
Noida Tech & Corporate Center
North - UP NCR
Head: Vikram Malhotra (2 RMs)
₹125.10 Cr
Total AUM
₹6.00 Cr
Inflows (Mo)
115.4%
Target Met
₹44.60 L
SIP Book
Bounce: 2.1%
Inspect Hub ➔
Dehradun Capital & Hill Branch
North - Uttarakhand Capital
Head: Manisha Negi (2 RMs)
₹113.80 Cr
Total AUM
₹5.10 Cr
Inflows (Mo)
110.9%
Target Met
₹38.00 L
SIP Book
Bounce: 2.35%
Inspect Hub ➔
Greater Noida Institutional Hub
North - Express NCR
Head: Dhaval Shah (2 RMs)
₹96.70 Cr
Total AUM
₹4.25 Cr
Inflows (Mo)
106.3%
Target Met
₹30.50 L
SIP Book
Bounce: 2.85%
Inspect Hub ➔
Haridwar Industrial & Commercial Branch
North - Uttarakhand Plains
Head: Rajesh Rawat (2 RMs)
₹82.30 Cr
Total AUM
₹3.70 Cr
Inflows (Mo)
102.8%
Target Met
₹27.90 L
SIP Book
Bounce: 2.95%
Inspect Hub ➔
6 Regional Center Leaderboard & Growth Ranking
Sorted by Net Monthly Capital Addition| Rank | Center / Branch Hub | Center Head | RMs | AUM (Cr) | Monthly Inflow | Monthly Outflow | Net Sales | Target % | SIP Book | SIP Bounce | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 |
Gurgaon Cyber City Hub North - Haryana NCR |
Siddharth Rao Gurgaon |
2 RMs | ₹166.30 Cr | ₹8.80 Cr | ₹2.05 Cr | ₹6.75 Cr | 125.7% | ₹57.30 L | 1.65% | View Hub ➔ |
| 2 |
Delhi Regional Hub North - NCR Capital |
Amitav Sengupta Delhi |
2 RMs | ₹145.70 Cr | ₹7.00 Cr | ₹2.05 Cr | ₹4.95 Cr | 116.7% | ₹48.30 L | 2.2% | View Hub ➔ |
| 3 |
Noida Tech & Corporate Center North - UP NCR |
Vikram Malhotra Noida |
2 RMs | ₹125.10 Cr | ₹6.00 Cr | ₹1.45 Cr | ₹4.55 Cr | 115.4% | ₹44.60 L | 2.1% | View Hub ➔ |
| 4 |
Dehradun Capital & Hill Branch North - Uttarakhand Capital |
Manisha Negi Dehradun |
2 RMs | ₹113.80 Cr | ₹5.10 Cr | ₹1.25 Cr | ₹3.85 Cr | 110.9% | ₹38.00 L | 2.35% | View Hub ➔ |
| 5 |
Greater Noida Institutional Hub North - Express NCR |
Dhaval Shah Greater Noida |
2 RMs | ₹96.70 Cr | ₹4.25 Cr | ₹1.25 Cr | ₹3.00 Cr | 106.3% | ₹30.50 L | 2.85% | View Hub ➔ |
| 6 |
Haridwar Industrial & Commercial Branch North - Uttarakhand Plains |
Rajesh Rawat Haridwar |
2 RMs | ₹82.30 Cr | ₹3.70 Cr | ₹1.05 Cr | ₹2.65 Cr | 102.8% | ₹27.90 L | 2.95% | View Hub ➔ |
All 12 Relationship Managers Performance Ranking
Individual KPI Tracking & Target Attainment| Rank | Advisor / RM Name | Hub / City | Specialty | AUM | Monthly Inflows | Net Sales | Target Achievement | Active Clients | SIP Book | Bounce Rate | Commission (L) | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 |
Sneha Patel
Senior Director - Private Client Group |
Gurgaon | Founder & CXO Family Offices | ₹98.40 Cr | ₹5.60 Cr | ₹4.40 Cr | 133.3% | 155 | ₹34.80 L | 1.2% | ₹5.12 L | View Book ➔ |
| 2 |
Kavita Sharma
Senior Wealth Partner |
Delhi | UHNI & Family Offices | ₹84.50 Cr | ₹4.20 Cr | ₹3.10 Cr | 120% | 142 | ₹28.50 L | 1.9% | ₹4.22 L | View Book ➔ |
| 3 |
Ananya Deshmukh
Principal Wealth Advisor |
Noida | Equity Strategies & Active Portfolios | ₹76.80 Cr | ₹3.90 Cr | ₹3.10 Cr | 121.8% | 138 | ₹26.40 L | 1.4% | ₹3.84 L | View Book ➔ |
| 4 |
Arvind Chauhan
Senior Wealth Partner - Institutional |
Dehradun | Education Trusts, Retired Officials & HNIs | ₹72.30 Cr | ₹3.40 Cr | ₹2.65 Cr | 117.2% | 134 | ₹24.10 L | 1.8% | ₹3.61 L | View Book ➔ |
| 5 |
Nikhil Kamath
Relationship Manager - Tech HNIs |
Gurgaon | Direct Quant Strategies & Systematic Books | ₹67.90 Cr | ₹3.20 Cr | ₹2.35 Cr | 114.2% | 122 | ₹22.50 L | 2.1% | ₹3.39 L | View Book ➔ |
| 6 |
Gaurav Verma
Relationship Manager - Wealth |
Delhi | Corporate Portfolios & Liquid Desk | ₹61.20 Cr | ₹2.80 Cr | ₹1.85 Cr | 112% | 115 | ₹19.80 L | 2.5% | ₹2.95 L | View Book ➔ |
| 7 |
Hardik Patel
Wealth Partner - Corporate & SME |
Greater Noida | SME Treasury & Debt Allocation | ₹52.60 Cr | ₹2.40 Cr | ₹1.70 Cr | 109.1% | 98 | ₹16.40 L | 2.6% | ₹2.63 L | View Book ➔ |
| 8 |
Deepak Bhatt
Senior Advisor - Commercial Clients |
Haridwar | Business Owners & Family Wealth | ₹46.50 Cr | ₹2.20 Cr | ₹1.60 Cr | 110% | 104 | ₹15.60 L | 2.4% | ₹2.32 L | View Book ➔ |
| 9 |
Rohan Kulkarni
Wealth Advisor - Systematic Investments |
Noida | Retail SIP Growth & Hybrid Allocation | ₹48.30 Cr | ₹2.10 Cr | ₹1.45 Cr | 105% | 128 | ₹18.20 L | 2.8% | ₹2.41 L | View Book ➔ |
| 10 |
Meera Joshi
Wealth Advisor |
Greater Noida | Institutional Trusts & Long-Term Equity | ₹44.10 Cr | ₹1.85 Cr | ₹1.30 Cr | 102.7% | 92 | ₹14.10 L | 3.1% | ₹2.18 L | View Book ➔ |
| 11 |
Shalini Dobhal
Wealth Advisor |
Dehradun | Individual Portfolios & Tax-Advantaged Mutual Funds | ₹41.50 Cr | ₹1.70 Cr | ₹1.20 Cr | 100% | 96 | ₹13.90 L | 2.9% | ₹2.07 L | View Book ➔ |
| 12 |
Priya Joshi
Wealth Consultant |
Haridwar | Retail SIP Accumulation & Gold/Debt Funds | ₹35.80 Cr | ₹1.50 Cr | ₹1.05 Cr | 93.7% | 88 | ₹12.30 L | 3.5% | ₹1.79 L | View Book ➔ |
National Key Client Accounts Across 6 Centers
16 Accounts Listed| Client Name / Entity | Folio No | City Hub | Tax Status | Total AUM | Monthly SIP | Primary Scheme | Risk Profile | KYC Status |
|---|---|---|---|---|---|---|---|---|
| Aarav Singhania Family Trust | FOL-998812 |
Gurgaon | Trust | ₹840.50 L | ₹4.50 L | HDFC Top 100 Advantage | Aggressive Growth | ✓ Verified |
| Dr. Sunita Mehta HUF | FOL-998813 |
Gurgaon | HUF | ₹420.00 L | ₹2.00 L | ICICI Pru Bluechip Direct | Balanced Growth | ✓ Verified |
| NexGen Technologies Pvt Ltd | FOL-998814 |
Gurgaon | Corporate | ₹650.00 L | ₹0.00 L | Kotak Liquid Ultra Direct | Capital Preservation | ✓ Verified |
| Rajeev Kapoor (Industrialist) | FOL-998815 |
Delhi | Individual | ₹720.00 L | ₹3.50 L | SBI Focused Equity Direct | High Growth | ✓ Verified |
| Meenakshi Sundaram | FOL-998816 |
Delhi | Individual | ₹310.40 L | ₹1.80 L | Mirae Asset Large Cap Direct | Moderate | ✓ Verified |
| Capital Horizons LLP | FOL-998817 |
Delhi | Corporate | ₹540.00 L | ₹0.00 L | Aditya Birla Sun Life Money Manager | Conservative | ✓ Verified |
| Vikramaditya Oberoi | FOL-998818 |
Noida | Individual | ₹480.00 L | ₹2.50 L | Parag Parikh Flexi Cap Direct | Aggressive | ✓ Verified |
| CloudTech Systems India | FOL-998819 |
Noida | Corporate | ₹610.00 L | ₹0.00 L | HDFC Overnight Direct | Low Risk | ✓ Verified |
| Pooja Tandon | FOL-998820 |
Noida | Individual | ₹195.00 L | ₹1.25 L | Nippon India Small Cap Direct | High Growth | ✓ Verified |
| Grand Apex Logistics Hub | FOL-998821 |
Greater Noida | Corporate | ₹450.00 L | ₹0.00 L | Tata Treasury Advantage Direct | Conservative | ✓ Verified |
| Prof. K. N. Banerjee | FOL-998822 |
Greater Noida | Individual | ₹180.00 L | ₹0.75 L | UTI Balanced Advantage Direct | Moderate | ✓ Verified |
| Ganga Herbal Formulations Ltd | FOL-998823 |
Haridwar | Corporate | ₹390.00 L | ₹0.00 L | SBI Savings Fund Direct | Low Risk | ✓ Verified |
| Harish Chandra Agarwal HUF | FOL-998824 |
Haridwar | HUF | ₹240.00 L | ₹1.10 L | Kotak Multi Asset Allocator | Balanced | ✓ Verified |
| Col. Vijayendra Thapa (Retd) | FOL-998825 |
Dehradun | Individual | ₹380.00 L | ₹1.50 L | DSP Equity Opportunity Direct | Moderate Growth | ✓ Verified |
| Himalayan Education Foundation | FOL-998826 |
Dehradun | Trust | ₹520.00 L | ₹0.00 L | ICICI Pru Banking & PSU Debt | Conservative | ✓ Verified |
| Dr. Anuradha Chamoli | FOL-998827 |
Dehradun | Individual | ₹210.00 L | ₹1.20 L | Axis Small Cap Direct | High Growth | ✓ Verified |
Executive Persona Simulation Studio
Click any card to simulate their dashboard perspective🏢 6 Regional Center Heads
Amitav Sengupta
Center Head - Delhi
Center Head - Delhi
Vikram Malhotra
Center Head - Noida
Center Head - Noida
Siddharth Rao
Center Head - Gurgaon
Center Head - Gurgaon
Dhaval Shah
Center Head - Greater Noida
Center Head - Greater Noida
Rajesh Rawat
Center Head - Haridwar
Center Head - Haridwar
Manisha Negi
Center Head - Dehradun
Center Head - Dehradun
💼 12 Relationship Managers (RMs)
Kavita Sharma
RM - Delhi
RM - Delhi
Gaurav Verma
RM - Delhi
RM - Delhi
Ananya Deshmukh
RM - Noida
RM - Noida
Rohan Kulkarni
RM - Noida
RM - Noida
Sneha Patel
RM - Gurgaon
RM - Gurgaon
Nikhil Kamath
RM - Gurgaon
RM - Gurgaon
Hardik Patel
RM - Greater Noida
RM - Greater Noida
Meera Joshi
RM - Greater Noida
RM - Greater Noida
Deepak Bhatt
RM - Haridwar
RM - Haridwar
Priya Joshi
RM - Haridwar
RM - Haridwar
Arvind Chauhan
RM - Dehradun
RM - Dehradun
Shalini Dobhal
RM - Dehradun
RM - Dehradun