Financial Operations 📈
Market Status: OpenTotal AUM (Assets)
₹45.2 Cr
New Consultations
14
Active Clients
342
Monthly Revenue
₹8.5L
📥 Recent Client Requests & Inquiries
| Client Name | Service Requested | Date | Status | Action |
|---|---|---|---|---|
| Vikas Singhania | Wealth Management | Today | New Request | |
| Global Tech Pvt Ltd | Corporate Loan | Yesterday | Under Review | |
| Arvind Desai | Retirement Planning | 20-July-2026 | Active Plan |