Rajesh KapoorAlert2 hours agoRedemption intent detected. Client viewed redemption form twice and logged in 6 times today.Confidence91%
Sunita AgarwalAlertYesterdayPortfolio underperforming benchmark by 3.2% this week. No RM contact in 14 days.Confidence84%
Vikram NairMorning briefThis morningRetirement corpus 23% behind 5-year glide path. SIP increase of ₹25,000/month closes gap by 2029.Confidence88%
Ananya SharmaMeeting prep4 hours agoQ1 review brief ready. Portfolio at ₹12.4 Cr, +18.4% XIRR. Two rebalancing opportunities identified.Confidence95%
Sanjay GuptaQuarterlyYesterdayQ1 quarterly wrap complete. ₹34 Cr portfolio, XIRR 16.8%. Three strategic moves recommended.Confidence97%