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Secure chat with your adviser desk — 2 unread for Aarav Kapoor.

Neha Sharma Shared the Persistent note for your medium-term sleeve… Ops · Payments UTR for Mar Premium settled — invoice INV-2026-0312 ready. KYC desk Aadhaar scan rejected — please resubmit a sharp colour copy. Research digest Weekly equity pack published for Premium clients. Neha Sharma Quarterly review deck attached for Mar close.

Neha Sharma

ADV-2201 · Premium desk

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Aarav — hope the week has been calm on the book. I've published the Persistent Systems note under Recommendations.Yesterday · 16:12

Thanks Neha. What's the max sizing you are comfortable with given my bank overweight?Yesterday · 17:04

Suggest capping Persistent at ~4% of the equity sleeve. Keep HDFCBANK under 12% if you add more financials this month.Today · 09:18

Also: KYC still shows pending — address proof needs a clean resubmit so we can keep Elite-upgrade paths open later.Today · 09:19

Understood. I'll resubmit KYC tonight and size Persistent on the next dip.Today · 10:02

Perfect. Happy to walk through sizing on a 15-min call if useful — use Request call from the Adviser page.2h ago

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