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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 FebArjun Rao
Docs
10 FebKavita Shah
Done
8 FebRohan Das
Init
7 FebSanjay Jain
KYC
5 Feb1–5 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 SharmaAction
RM
Rajesh MehtaOK
VP
Vikram PatelAction
AD
Anita DesaiOK
SK
Sunita KapoorAction
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 FebBond
Vikram - SBI 7.5% 202625 L15 MarSIP End
Anita - Axis Bluechip10K/mo31 MarFD
Sunita - HDFC FD 7.1%50 L12 AprBond
Rajesh - ICICI 7.8% 20261 Cr30 Apr1–5 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