ACTIVE DATA SCOPE
Rohan Kulkarni's Client Book (Noida)
Wealth Advisor - Systematic Investments • Specialization: Retail SIP Growth & Hybrid Allocation
RM SCOPE
Rohan Kulkarni's Client Book (Noida)
Wealth Advisor - Systematic Investments • Specialization: Retail SIP Growth & Hybrid Allocation
AUM: ₹48.30 Cr
Inflows: ₹2.10 Cr
Folios: 597
SIP Book: ₹18.20 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)
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
| Investor & Folio | Bank Name | Failed Debit (₹) | Verified Rejection Reason | Automated Preventive Action |
|---|---|---|---|---|
| Ashish Kumar Trust Folio #1016570649 | HDFC Bank Ltd | ₹25,000 | Credit not received; insufficient funds on deduction date. | |
| Selvi Prabakaran Folio #1036735394 | ICICI Bank Ltd | ₹15,000 | Signature mismatch on physical paper mandate ('R'). |