BOOK · 42 ASSIGNED
Assigned book with subscription, KYC, portfolio, P&L and risk indicators. Read-only financial context.
| Customer | Client ID | Subscription | KYC | Portfolio value | P&L | Last interaction | Risk / anomaly | Adviser status | |
|---|---|---|---|---|---|---|---|---|---|
Aarav Kapoor Mumbai |
IN-104281 | Premium | Pending | ₹48.62L | +₹6.14L | 2h ago | Watch | Active | |
Meera Iyer Bengaluru |
IN-108912 | Elite | Verified | ₹1.12Cr | +₹14.8L | 5h ago | Alert | Active | |
Rohan Desai Pune |
IN-102774 | Premium | Verified | ₹36.40L | +₹3.92L | Yesterday | Clear | Active | |
Priya Nair Kochi |
IN-109441 | Basic | Verified | ₹12.85L | +₹1.05L | Yesterday | Clear | Active | |
Kabir Shah Ahmedabad |
IN-105330 | Premium | Pending | ₹54.10L | −₹0.82L | 2 days | Watch | Onboarding | |
Ananya Bose Kolkata |
IN-101882 | Elite | Verified | ₹89.20L | +₹11.4L | 3 days | Clear | Active | |
Vikram Reddy Hyderabad |
IN-107215 | Basic | Rejected | ₹8.40L | +₹0.42L | 1 week | Watch | Paused | |
Sneha Menon Chennai |
IN-110028 | Premium | Verified | ₹41.75L | +₹5.10L | 4 days | Clear | Active |