ADVISOR · ADV-2201
Good evening, Neha — 42 assigned clients · SEBI INH000089341 · 11 live recommendations.
| Client | Preview | When |
|---|---|---|
Aarav Kapoor IN-104281 | Consider reducing exposure to HDFCBANK… | 2h |
Meera Iyer IN-108912 | Rebalancing opportunity identified… | 5h |
Rohan Desai IN-102774 | Portfolio remains aligned with the current model… | Yesterday |
Priya Nair IN-109441 | Persistent idea sizing note shared… | Yesterday |
| Client | Alert | Severity |
|---|---|---|
| Aarav Kapoor | Bank sleeve overweight vs model | Medium |
| Meera Iyer | Cash drag after redemption | Info |
| Kabir Shah | KYC expiry in 14 days | Medium |
| Ananya Bose | Elite renewal due | Low |
| Time | Client | Activity | Context |
|---|---|---|---|
| Today 18:12 | Aarav Kapoor | Opened Persistent recommendation | REC-8841 |
| Today 16:40 | Meera Iyer | Uploaded KYC address proof | Pending review |
| Today 14:05 | Priya Nair | SIP executed — Parag Parikh Flexi | ₹25,000 |
| Yesterday | Rohan Desai | Messaged about IT sleeve | Unread |
| Yesterday | Kabir Shah | Viewed invoice INV-4412 | Premium |