ACTIVE DATA SCOPE
Dehradun Capital & Hill Branch (Dehradun)
Supervised by Manisha Negi • 2 Active RMs
CENTER SCOPE
Dehradun Capital & Hill Branch (Dehradun)
Supervised by Manisha Negi • 2 Active RMs
AUM: ₹113.80 Cr
Inflows: ₹5.10 Cr
Folios: 1,407
SIP Book: ₹38.00 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)
Concentration Risk Dashboard (100% test.xlsx Native)
Tracking Top 10 Folios, Broker ARN dependency (BROKCODE), and 39-city regional distributions.
⚠️ AI Structural Audit
Top Client Folios (HNI Whale Audit)
Aggregated from INV_NAME and FOLIO_NO
1. Meenu Shrivastava (₹1.68 Cr)1.8%
2. FIZA DURRANI TRUST (₹1.57 Cr)1.7%
3. Alok Kumar Singhal (₹1.44 Cr)1.5%
Broker ARN Payout Concentration (BROKCODE)
Verified share distribution across distributor ARNs
| Broker ARN Code | Volume (₹ Cr) | % Share | Risk Rating |
|---|---|---|---|
| ARN-296755 | ₹92.96 Cr | 100.0% | High Dependency |