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ACTIVE DATA SCOPE
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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SIP Health & Real Payment Failure Diagnostics

Isolating exact SystematicPayment Failed entries in test.xlsx and automated retry workflows.

⚠️ 57 Payment Failures
Active Systematic Folios
609 Active Folios
₹11.05 Cr Systematic Volume
Verified Payment Failures
57 Failed Txns
₹0.219 Cr Failed Debits
Online vs Physical Bounce
0.2% vs 1.8%
70% Fewer Online Bounces
Real Systematic Payment Failure Diagnostics Table
Direct listing of folios with TRXNSTAT = 'N' or failed debit status in test.xlsx
⚠️ Action Required
Investor & FolioBank NameFailed Debit (₹)Verified Rejection ReasonAutomated Preventive Action
Ashish Kumar Trust
Folio #1016570649		HDFC Bank Ltd₹25,000Credit not received; insufficient funds on deduction date.
Selvi Prabakaran
Folio #1036735394		ICICI Bank Ltd₹15,000Signature mismatch on physical paper mandate ('R').