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RM

Good morning, Rajesh

14 Feb 2026 · Mumbai

AUM Distribution

Equity45%

Debt30%

Alt15%

Cash10%

New Clients

NameStatusDate

Neha Gupta

KYC

12 Feb

Arjun Rao

Docs

10 Feb

Kavita Shah

Done

8 Feb

Rohan Das

Init

7 Feb

Sanjay Jain

KYC

5 Feb

1–5 of 12

Markets

NIFTY 50

23,482+0.8%

SENSEX

77,341+0.7%

News

RBI holds repo rate at 6.5%2h

FPI inflows turn positive4h

IT sector lifts mid-caps6h

Top Clients

ClientInvestedAUMGainGain %Status

PS

Priya Sharma

128 Cr142 Cr+14 Cr+10.9%

Action

RM

Rajesh Mehta

195 Cr215 Cr+20 Cr+10.3%

OK

VP

Vikram Patel

102 Cr98 Cr-4 Cr-3.9%

Action

AD

Anita Desai

60 Cr67 Cr+7 Cr+11.7%

OK

SK

Sunita Kapoor

50 Cr54 Cr+4 Cr+8.0%

Action

Upcoming Birthdays

SK

Sunita Kapoor

16 Feb

AJ

Arun Joshi

19 Feb

MI

Meera Iyer

22 Feb

Upcoming Maturities

TypeClient / InstrumentAmountDate

SIP End

Priya - HDFC Flexicap15K/mo28 Feb

Bond

Vikram - SBI 7.5% 202625 L15 Mar

SIP End

Anita - Axis Bluechip10K/mo31 Mar

FD

Sunita - HDFC FD 7.1%50 L12 Apr

Bond

Rajesh - ICICI 7.8% 20261 Cr30 Apr

1–5 of 14

Recent Transactions

BUYHDFC Flexicap - Priya Sharma

+50,000

Today, 10:14 AM

SELLICICI Pru Value - Vikram Patel

-1,20,000

Today, 9:45 AM

SIPAxis Bluechip - Anita Desai

+10,000

Yesterday