Dashboard
Today's renewals and reminders at a glance
Total clients
14
Overdue
5
Due today
3
Due this week
9
Needs attention
8Rohit Malhotra
Insurance · Car Insurance Renewal · ₹13,400
Vikram Singh Rathore
Loan · Personal Loan EMI · ₹9,800
Ramesh Iyer
SIP · HDFC Flexi Cap Fund SIP · ₹5,000
Sanjay Mehta
Fixed Deposit · Fixed Deposit — 3yr · ₹6,80,000
Anil Kapadia
Insurance · Car Insurance Renewal · ₹14,200
Sunita Deshpande
Loan · Home Loan EMI · ₹32,400
Vikram Singh Rathore
Insurance · HDFC Ergo Health Renewal · ₹22,300
Fatima Sheikh
SIP · Nippon India Growth SIP · ₹5,500
Due this week
9Deepa Reddy
SIP · Parag Parikh Flexi Cap SIP · ₹8,000
Priya Nair
SIP · Mirae Asset Large Cap SIP · ₹7,500
Arvind Bhatt
Insurance · Car Insurance Renewal · ₹11,800
Sunita Deshpande
Fixed Deposit · Fixed Deposit — 1yr · ₹2,20,000
Harpreet Singh Bedi
SIP · UTI Nifty Index Fund SIP · ₹4,500
Kavita Joshi
Loan · Home Loan EMI · ₹27,600
Priya Nair
Loan · Car Loan EMI · ₹18,700
Meena Krishnan
Fixed Deposit · Fixed Deposit — 2yr · ₹5,50,000
Geeta Pillai
Insurance · Health Insurance Renewal · ₹24,700