Friday, May 1 · 18 clients · ₹796 Cr book
Today's Brief · 09:42 IST
Three clients need a conversation before market open. Rahul first — small-cap drift +6%.
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Next meeting · in 47 min
11:30
Zoom · 30 min
Priya Venkat ₹4.6 Cr
Client since Mar 2022 · last met 11 Apr
What to bring up
→Infra holding pending review (flagged 2w ago)
→She asked about NPS allocation last call — never followed up
→Birthday next week · personal note worth sending
Rahul Mehta
CriticalAnxious about small-cap volatility on last call. Portfolio drifted +6% mid-cap. No updated allocation brief sent.
₹3.2 Cr
-6.0% · 30d
Varun Kapoor
High RiskMid-cap overweight +9%. Small-cap near threshold. 14 days no interaction — relationship cold.
₹7.1 Cr
-9.2% · 30d
Anita Shah
Pending PromiseAsked for EV & Green Energy sector update for 2025 allocation. Report drafted but not sent.
₹5.8 Cr
+1.4% · 30d
Total AUM
₹796 Cr
+₹14 Cr · 7d
Clients
18
+1 this month
Active alerts
3
2 from yesterday
Avg pulse
71/100
+2 vs last wk
Send Rahul updated portfolio PDF
By 10:00Share EV report with Anita
Overdue · 5 daysKYC renewal — Suresh Nair
Done · 09:12Q4 review prep — Kapoor & Sons
Tomorrow · 14:0009:42
AlertMeridian Holdings — portfolio value below threshold
Triggered drift alert. Held by Rahul Mehta (₹3.2 Cr). Position size 4.2% of book.
08:15
ResearchEmerging Markets Outlook — new note published
Relevant to 4 clients: Anita Shah, Priya Venkat, Suresh Nair, Kapoor & Sons. Auto-tagged to portfolios.
07:50
CompletedNorthwind Capital — rebalance executed
6 holdings rebalanced successfully. Confirmation sent to client. No further action needed.
Yest
ActionApex Ventures — redemption request ₹8.2 Cr
Submitted by client. Pending your approval. Settlement timeline: T+2.
Yest
ResearchBluechip Growth Fund — Q4 transcript flagged
Management tone analysis flagged for review. Held by 3 clients. Worth reading before next call.
Research Terminal
3 thesis updates · 5 catalysts in next 30 days · IC drafts, watchlists & signal changes
Observations from client data · ranked by receptivity, not commission
Priya Venkat
Client askedAsked about NPS allocation on last call. Never followed up.
"Should we be doing NPS? What's the actual tax benefit at our slab?" · 11 Apr
Rahul Mehta
Life eventDaughter turns 14 this month. No education corpus.
4 years to undergrad · current SIPs are general-purpose, no goal-linked plan
Suresh Nair
Idle cash₹62 L in savings for 4 months · ~₹2L/yr lost vs liquid funds
HDFC SB balance >₹50L since Dec · conservative profile fits liquid + ultra-short split
9 more opportunities · ₹38.4 Cr total opportunity AUM · 7 coverage gaps · ₹14.2 Cr idle cash across book