ACTIVE DATA SCOPE
Gaurav Verma's Client Book (Delhi)
Relationship Manager - Wealth • Specialization: Corporate Portfolios & Liquid Desk
RM SCOPE
Gaurav Verma's Client Book (Delhi)
Relationship Manager - Wealth • Specialization: Corporate Portfolios & Liquid Desk
AUM: ₹61.20 Cr
Inflows: ₹2.80 Cr
Folios: 756
SIP Book: ₹19.80 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 |