Surjeet Kumar (ARN-125915) Clients
Sapna Kumari (ARN-336691) Clients
Approved Mandates (OTM)
Next Series Code
Leads Acquisition Funnel
Monthly inbound leads velocity[cite: 5]
Status Pipeline Breakdown
Active lead disposition[cite: 5]
Recent Registered Clients & Modification Lock
ARN-125915 clients support full modification; ARN-336691 are read-only[cite: 5]
| Code | Investor Name | PAN | Registered Under | Bank & Mandate | Stage | Actions |
|---|
Invest Online NSE / Profile List
Comprehensive client profile list with live mandate stages, bank accounts, and ARN routing
| Name / PAN | UCC | ARN | Member | Tax Status | Mode of Holding | Type | NSE Create Date | Virtual Account No | Stage | Actions |
|---|
Website Form Submissions & NSE Direct Punch Desk
Review inbound online submissions, inspect full details, fix client errors, choose ARN, assign custom UCC, and punch directly to NSE NMF II
| # | Client Name | PAN | Mobile | Form Type | Status | Submitted | Actions |
|---|
Investor Leads CRM
Track and nurture mutual fund and distribution prospects[cite: 5]
| # | Investor Name | Phone | City | Goal | Source | Status | Date | Actions |
|---|
Contact Form Inquiries
Direct client inquiries from public site[cite: 5]
| Name | Phone | Subject / Query | Status | Date | Actions |
|---|
Risk Profile Assessments
| ID | Investor | PAN | Score | Category | Equity Mix | Date |
|---|
Dual ARN — Official NSE API Credentials Vault
Real-time credentials linked with NSE NMF II platform[cite: 5]
ARN-125915 — Surjeet Kumar (Primary Execution)[cite: 5]
ARN-336691 — Sapna Kumari (Registration Only)[cite: 5]
Investwell-Grade Automated Reverse Feeds
Synchronize with exchange sockets with anti-ban rate defense[cite: 5]
Client Master Feed[cite: 5]
Synchronize newly allocated URNs from exchange[cite: 5]
Daily Transactions Feed[cite: 5]
Process daily purchases, SIPs, switches, redemptions[cite: 5]
Mandates (OTM) Status[cite: 5]
Update approved E-NACH status & limits[cite: 5]
AUM Closing Valuation[cite: 5]
Harvest latest scheme NAVs and units[cite: 5]
1. Website Official Header Logo
Public website navigation bar logo asset
2. Website Hero Banner Visual
Main homepage hero section top background banner visual
1600 × 300px Hero Banner Visual
Live Market Indices Ticker
Publish Insight / Article
Published Articles Repository
Client Endorsements & Reviews
Client Reviews Repository
Team Profiles
Active Team Members
User Ratings & Feedback
| # | Rating | Comment | Date |
|---|