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ACTIVE DATA SCOPE
filter_alt Sneha Patel's Client Book (Gurgaon)
Senior Director - Private Client Group • Specialization: Founder & CXO Family Offices
groups My Performance
person RM SCOPE
Sneha Patel's Client Book (Gurgaon) Senior Director - Private Client Group • Specialization: Founder & CXO Family Offices
AUM: ₹98.40 Cr Inflows: ₹5.60 Cr Folios: 1,216 SIP Book: ₹34.80 L

badge Switch User Persona & Perspective

👑 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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Real Systematic (SIP & STP) vs Lumpsum Book & Execution Channel Audit

Isolating exact recurring monthly SIPs and Systematic Transfer Plan (STP) switch mandates for Sneha Patel's Client Book (Gurgaon).

🔄 SIP: ₹11.71 Cr | STP: ₹67.11 Cr
Real Systematic (SIP + STP) vs Lumpsum Split
Exact contribution ratio from TRXN_NATUR and TRXNTYPE
76.7% Systematic Share
Active SIP Folios
340 Folios
● ₹11.71 Cr SIP Vol
Active STP Switch Folios
559 Folios
● ₹67.11 Cr STP Vol
Lumpsum Investing Folios
572 Folios
● One-Time Deployments
Lumpsum Inflow Volume
₹19.58 Cr
● Market Driven
Execution Mode Analysis (TRXNMODE)
Digital Internet ('N') vs Physical forms ('R'/'M') vs Portal ('D')
70% Online Digital
Channel (TRXNMODE)ShareVolume (₹ Cr)Rejection Rate
Internet / Online (Mode 'N')70.0%₹68.88 Cr0.2% (Lowest)
Physical Forms ('R'/'M')25.0%₹24.60 Cr1.8% (High Friction)
Edge360 Portal (Mode 'D')5.0%₹4.92 Cr0.5% (Low)