Dashboard

RM-wise SIP Performance

City-wise Clients

Recent Clients

Quick Alerts

Client Master

Client 360° View

Add Client

🔔 Alerts Center

Auto-calculated from uploaded data

📊 Reports

Click on any row to drill down into client list

📈 Analytics

Click bars to filter · Click rows to view 360°

✉️ Email Templates

Select template → select client → Outlook opens with pre-filled email

📑 Valuation Report

Upload report → D column client name match → preview → single or all-client email

Upload Valuation Report (.xlsx / .xls / .csv)

No report uploaded. Client name D column mein hona chahiye.

Client ke saamne Preview button click karein.

🚀 New Fund Launch

Fill details → Live preview → Send via Outlook

Fund Details

Fund Name *

AMC Name *

📥 Export Data

📤 Import Data

Naya Excel data upload karo — purana data replace ho jayega. Sirf Admin ke liye.

Step 1 — LIVE SIP WISE DATE file (.xls)

Sheet "MUTUAL FUNDS" wali file — Investor, PAN NO, Scheme, Monthly SIP Amount, Start/End Date columns honi chahiye

Step 2 — FOLIO WISE LIST file (.xls)

Sheet1 wali file — AMC, Folio No, Investor Name, First Holder PAN, Address, Bank columns honi chahiye

Step 3 — Import karo

Note: Import kiya hua data is browser mein save hota hai (localStorage). Health Insurance data built-in hi rahega jab tak uski alag file upload na ho. Import ke baad page khud reload hoga.

💼 Product Wise Investment

Client-wise Mutual Fund, Term Insurance, Health Insurance and other investment/product details

ONE CALL Financial Services