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filter_alt Meera Joshi's Client Book (Greater Noida)
Wealth Advisor • Specialization: Institutional Trusts & Long-Term Equity
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person RM SCOPE
Meera Joshi's Client Book (Greater Noida) Wealth Advisor • Specialization: Institutional Trusts & Long-Term Equity
AUM: ₹44.10 Cr Inflows: ₹1.85 Cr Folios: 545 SIP Book: ₹14.10 L

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👑 National Management
Admin
Rajesh Sharma
National Admin (All Hubs)
🏢 6 Regional Center Heads
Amitav Sengupta
Amitav Sengupta
Center Head - Delhi
Vikram Malhotra
Vikram Malhotra
Center Head - Noida
Siddharth Rao
Siddharth Rao
Center Head - Gurgaon
Dhaval Shah
Dhaval Shah
Center Head - Greater Noida
Rajesh Rawat
Rajesh Rawat
Center Head - Haridwar
Manisha Negi
Manisha Negi
Center Head - Dehradun
💼 Sales Relationship Managers (RMs)
Kavita Sharma
Kavita Sharma
RM - Delhi
Gaurav Verma
Gaurav Verma
RM - Delhi
Ananya Deshmukh
Ananya Deshmukh
RM - Noida
Rohan Kulkarni
Rohan Kulkarni
RM - Noida
Sneha Patel
Sneha Patel
RM - Gurgaon
Nikhil Kamath
Nikhil Kamath
RM - Gurgaon
Hardik Patel
Hardik Patel
RM - Greater Noida
Meera Joshi
Meera Joshi
RM - Greater Noida
Deepak Bhatt
Deepak Bhatt
RM - Haridwar
Arvind Chauhan
Arvind Chauhan
RM - Dehradun
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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
Top 3 Share Concentrated
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
● Distributor Watch
Broker ARN CodeVolume (₹ Cr)% ShareRisk Rating
ARN-296755 ₹92.96 Cr 100.0% High Dependency