Total Clients
24
+3 this month
👥
Total AUM
₹12.4 Cr
↑ ₹80L this month
💰
Active SIPs
186
₹9.3L / month
🔄
New Leads
3
Pending follow-up
📨
Avg XIRR (All)
15.6%
Above target 12%
Goals On Track
78%
18 of 23 clients
Monthly SIP
₹9.3L
Total auto-debit
MF Distribution
₹12.4Cr
AUA across 24 clients
📈 AUM Growth (12 Months)
🎯 Client Goal Status
💼 Asset Class Split
Recent Activity
New SIP started for Ramesh Kumar Sahu – ₹5,000/mo in Mirae Large Cap
Today, 11:30 AM
Today, 11:30 AM
New lead from Contact Form – Suresh Verma, Raipur
Today, 10:15 AM
Today, 10:15 AM
Quarterly review completed for Priya Agrawal – All goals on track
Yesterday, 4:45 PM
Yesterday, 4:45 PM
Manoj Thakur – SIP bounce, ICICI debit failed. Follow up needed.
Yesterday, 9:00 AM
Yesterday, 9:00 AM
New lumpsum ₹2,00,000 invested by Anita Sharma in PPFAS Flexi Cap
18 Mar 2025
18 Mar 2025
All Clients (24)
| Client | Phone | City | Risk | Invested | Current Value | XIRR | Goal | Advisor | Actions |
|---|
New Leads
3
Pending follow-up
Contacted
8
This month
Converted
5
20.8% conversion
Closed Won
24
Total clients
Contact Form Leads
Add New Client
Total AUM
₹12.4 Cr
↑ 28% YoY growth
Avg Client Return
+24.8%
Absolute avg
Avg XIRR
15.6%
All clients combined
Avg CAGR
13.9%
3-year trailing
📈 AUM Trend (24 Months)
📊 Returns Distribution
Fund-wise Performance Across All Clients
| Fund Name | Category | No. of Clients | Total Invested | Current Value | Avg XIRR | Performance |
|---|---|---|---|---|---|---|
| Mirae Asset Large Cap Fund | Large Cap | 18 | ₹1.84 Cr | ₹2.42 Cr | 18.4% | ✅ Outperform |
| Parag Parikh Flexi Cap Fund | Flexi Cap | 22 | ₹2.10 Cr | ₹2.72 Cr | 16.8% | ✅ Outperform |
| HDFC Mid Cap Opp. Fund | Mid Cap | 15 | ₹1.26 Cr | ₹1.64 Cr | 17.1% | ✅ Outperform |
| Axis Small Cap Fund | Small Cap | 12 | ₹86.4L | ₹1.06 Cr | 14.2% | ⚠️ Review |
| SBI Bluechip Fund | Large Cap | 20 | ₹1.20 Cr | ₹1.71 Cr | 19.1% | ✅ Outperform |
| ICICI Pru Savings Fund | Debt | 8 | ₹48L | ₹51.3L | 7.2% | 📊 Stable |
On Track
18
75% of all clients
Behind Schedule
4
Need attention
Achieved
2
Goals completed!
Not Set
0
All clients have goals
Client Goal Status
| Client | Goal | Target | Current Corpus | Progress | Target Date | Status |
|---|---|---|---|---|---|---|
| Ramesh K. Sahu | Retirement Fund | ₹2.5 Cr | ₹18.2L | 7% | 2045 | ✅ On Track |
| Priya & Suresh Agrawal | Child's Education | ₹40L | ₹12.4L | 31% | 2030 | ✅ On Track |
| Manoj Thakur | Retirement | ₹1.5 Cr | ₹42L | 28% | 2030 | ⚠️ Behind |
| Anita Sharma | Home Purchase | ₹25L | ₹24.6L | 98% | 2025 | 🏆 Achieved |
👥
All Clients Report
Complete list of all clients with investment details
📈
Portfolio Analytics Report
AUM, XIRR, CAGR across all funds and clients
🎯
Goal Achievement Report
Which clients are on track vs behind on goals
🔄
SIP Summary Report
All active SIPs, amounts and debit dates
🧾
Tax (STCG/LTCG) Report
Capital gains summary for all clients FY 2024–25
📊
Full Data Export (CSV)
All client data in spreadsheet format
Company Settings
Admin Account
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