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filter_alt Ananya Deshmukh's Client Book (Noida)
Principal Wealth Advisor • Specialization: Equity Strategies & Active Portfolios
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person RM SCOPE
Ananya Deshmukh's Client Book (Noida) Principal Wealth Advisor • Specialization: Equity Strategies & Active Portfolios
AUM: ₹76.80 Cr Inflows: ₹3.90 Cr Folios: 949 SIP Book: ₹26.40 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').