Clients

Anxiety pattern — healthcare checks 6x, matches Sept 2024 panic-sell of Biocon.

AIF maturity in 45 days — ₹85 Cr reinvestment decision pending.

Tax harvesting window — ₹31,200 LTCG savings before Apr 15.

Goal drift — redirected ₹3 Cr to crypto without mandate update.

Daughter's wedding in 6 months — needs ₹8 Cr liquid by September.

Family office restructuring — patriarch health concerns.

Top performer wants to increase AIF allocation — compliance check needed.

Exported portfolio PDF — possible family office review prep.

Below benchmark 3 quarters — review rebalancing.

Queried international diversification 3x this week.

Husband passed 6 months ago — sensitive, needs estate planning.

Unhappy with debt returns — exploring PMS options.

SIP execution confirmed — on track.

Checked NPS page twice — possible retirement planning.

Annual review due next week.

New client — onboarding month 2, engagement healthy.

NRI — tax filing deadline approaching, needs DTAA review.

Quarterly review call scheduled Thursday.

No login in 8 days — unusual for daily checker.

Completely silent — last 2 quarters low engagement.