Welcome back, Rajesh Kumar!
Total AUM
₹1,25,00,000
+5.2% from last month
Total Clients
85
+3 since last month
Commissions
₹75,000
This month
Recent Clients
An overview of your newest clients.
| Client | AUM |
|---|---|
Anjali Sharma Joined: 2022-08-15 | ₹1,50,000 |
Vikram Singh Joined: 2021-11-20 | ₹2,50,000 |
Priya Patel Joined: 2023-01-10 | ₹80,000 |
Rohan Mehta Joined: 2020-05-30 | ₹5,00,000 |
Upcoming SIPs
Systematic Investment Plans due soon.
| Client | Amount | Next Due Date |
|---|---|---|
Anjali Sharma Mirae Asset Large Cap | ₹5,000 | 2024-08-05 |
Vikram Singh Axis Bluechip Fund | ₹10,000 | 2024-08-10 |
Rohan Mehta Parag Parikh Flexi Cap | ₹15,000 | 2024-08-15 |
The Future of Your Practice
Exciting new tools we're building to help you grow.
Business Health Dashboard
Get a 360-degree view of your business with KPIs like AUM growth, revenue concentration, and client acquisition cost.
Commission & Fee Tracker
Upload commission statements to automatically track and analyze your earnings by AMC, client, and time period.
Expense & Budget Tracker
A simple tool to track business-related expenses like marketing costs, rent, and software fees to better manage profitability.