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)
Real Systematic (SIP & STP) vs Lumpsum Book & Execution Channel Audit
Isolating exact recurring monthly SIPs and Systematic Transfer Plan (STP) switch mandates for Dehradun Capital & Hill Branch (Dehradun).
🔄 SIP: ₹13.54 Cr | STP: ₹77.61 Cr
Real Systematic (SIP + STP) vs Lumpsum Split
Exact contribution ratio from TRXN_NATUR and TRXNTYPE
Active SIP Folios
465 Folios
● ₹13.54 Cr SIP Vol
Active STP Switch Folios
647 Folios
● ₹77.61 Cr STP Vol
Lumpsum Investing Folios
661 Folios
● One-Time Deployments
Lumpsum Inflow Volume
₹22.65 Cr
● Market Driven
Execution Mode Analysis (TRXNMODE)
Digital Internet ('N') vs Physical forms ('R'/'M') vs Portal ('D')
| Channel (TRXNMODE) | Share | Volume (₹ Cr) | Rejection Rate |
|---|---|---|---|
| Internet / Online (Mode 'N') | 70.0% | ₹79.66 Cr | 0.2% (Lowest) |
| Physical Forms ('R'/'M') | 25.0% | ₹28.45 Cr | 1.8% (High Friction) |
| Edge360 Portal (Mode 'D') | 5.0% | ₹5.69 Cr | 0.5% (Low) |