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OVERALL FRANCHISEE CHANNEL UPDATE

% MOM Projected Rev. Growth (Overall) % MOM Projected Rev. Growth (Your Tier) Top BA Rev Growth(%) (3 Lacs & Above) Highest A/C by BA MTD

(24.10) (26.9600)% 171.16% 339

RANKING

CM LM YTD (FY-24 ) FY-23

2188 3158 2675 2919

REVENUE & PROJECTION

% MOM
Revenue Projected Estimated Clients
Revenue YTD Target
Segment Previous MTD Revenue Acheivement Traded
Change (FY-24) (FY-24)
Day Mar-24 (FY-24) (YTD)
Estimation

Equities (Cash
Equity 534 2,608 7,824 (15.68)% 1,50,871 2,46,724 66% 3
+ FO)

Total 534 2,608 7,824 - 1,50,871 2,46,724 - 3

Currency - - - - - - - -
C&C
Commodity - - - - - - - -

Total - - - - - - - -

Previous Year
- - - - - 86,353 - -
Clients(PCR)

New Clients
Client Type - - - - - 37,008 - -
Revenue(NCR)

Old Clients
534 2,608 7,824 (15.68)% - 1,23,362 - -
Revenue(OCR)

Total 534 2,608 7,824 - - 2,46,724 - -

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INVESTMENT PRODUCTS (IN LACS)

Previous AUM (in cr) since % Estimated

MTD YTD Target
Month inception Achievement (FY-24)

MUTUAL FUND
- - - - - -
(T-2)*
Collection
PMS - - - - - -

No of PMS - - - - - -
No. of Accounts
No of SIP - - - - 50 -

CLIENT ADDITION & ARPU

Category Previous Day MTD % MOM Growth YTD (FY-24) Target (FY-24) % Estimated Acheivement (FY-24)

ARPU 534 2,608 (72.00)% 49,719 - -

Unique Clients Addition - - - 4 42 10%

MONTHLY ACTIVE RATIO

Previous Feb- Dec- Dec- Inactive Inactive DP AUM (in Total Number of
Target Monthly Active Ratio MTD
Day 24 23 23 Clients cr) Clients

1 1 1 1
- 1 (4%) 6 - 25
(4%) (4%) (4%) (4%)
Inactive clients here are clients who haven’t traded in last 3
months

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IAP SUMMARY

MTD Previous Month YTD

IAP Opportunity (Above 1 Lac DP) - - -

No of Clients Subscribed - - -

Active - - 2

Semi Active 1 1 2

Subscription Revenue - - -

AUM (In Lacs) - - -

ACTIVE: No of clients whose brokerage is>1000
SEMI ACTIVE: No of clients whose brokerage is between 1 and 1000
No of Clients: No of clients subscribed in IAP

INSURANCE SUMMARY (IN LACS)

MTD Previous Month YTD AUM (in cr) Target % Estimated Achievement (FY-24)

General Insurance - - - - - -

Premium Collected Life - - - - - -

Non - Life - - - - - -

Total - - - - - -

General Insurance - - - - - -

No. of Policies Life - - - - - -

Non - Life - - - - - -

Total - - - - - -

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ONLINE BUSINESS SUMMARY

Total Clients MTD Previous Month YTD

Mobile - - 1

Clients Traded Online 1 1 2

Online Client - %age (Mobile+Online) 100.00% 100.00% 100.00%

Mobile - - 2,300

Revenue Online 2,141.16 7,958.32 1,25,863.31

Online Revenue - %age 82.10% 85.76% 85.93%

OPTIONS BUSINESS SUMMARY

Category Previous Day MTD % MOM Growth YTD (FY-24)

No of lots traded - - - 24

No of clients traded - - - 1

TRADE GUIDE SIGNAL (TGS) & OPTION BRAIN

MTD Previous Month YTD

TGS Revenue generated - - -

TGS Client Subscription count - - -

Option Brain Revenue generated - - -

Option Brain Client Subscription count - - -

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MTF BOOK SUMMARY

MTD Previous Month YTD

MTF Active - - 1

MTF Debit (Active) 6 6 6

MTF Debit Amount - - -

Total Clients - - 6

TOP 10 - BROKING CLIENTS (INACTIVE) - (DP > 10 LACS)

Client Code Client Name DP AUM (in cr) DP AUM (%age) Rev (CY) Rev (LY)

- - - - - -

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 HNI Clients Details
HNI CLIENT ANALYSIS

% HNI % HNI
% MOM Revenue % HNI
DP MTD Projected % Estimated Revenue in Revenue in
Revenue (FY-24 ) Clients
Total HNI Client Value Revenue Rev CM Achievement Total Total
Change (LY) (in in Total
(in cr) (in lacs) (in lacs) (FY-24 ) Revenue Revenue -
Estimation lacs) Clients
MTD YTD

1 - 0.10 0.63 (0.1568)% 8.72 - 4% 99.99% 99.59%

TOP 10 - BROKING CLIENTS - HNI (DE-GROWTH)

Client Code Client Name DP AUM (in cr) Rev (CY) Rev (LY)

ASVK0133 RAJA RATHINAM RAVICHANDRAN - - 3,79,910.73

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TOP 10 - BROKING CLIENTS - HNI (GROWTH)

Client Code Client Name DP AUM Rev (CY) Rev (LY) DP Yield (%age)

ASVK0133 RAJA RATHINAM RAVICHANDRAN - 2,93,512.54 4,36,055.31 -

INVESTMENT PRODUCT COLLECTION ANALYSIS - HNI

Total Client Client

Total AUM - New AUM - New Clients
Product AUM (in Addition Addition
Clients Clients(CM) (in cr) (YTD) (in cr)
cr) (CM) (YTD )

- - - - - - -

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MOM HNI ANALYSIS

MoM HNI Analysis Mar-24(CM) Feb-24 Dec-23 Dec-23 Nov-23 Oct-23 YTD

New Client Acquisition - - - - - - -

Active Ratio % 1 (100%) 1 (100%) 1 (100%) 1 (100%) 1 (100%) 1 (100%) 1

TOP 10 CLIENTS (INVESTMENT PRODUCTS) - HNI

Client Code Client Name Total AUM(in cr) Collection (CY) Collection (LY)

ASVK0133 RAJA RATHINAM RAVICHANDRAN - - -

HNI Client Defination

Monthly Client Average Monthly Client Average 31 March 2024 Investment

Revenue Above ₹10,000 (Last Revenue Above ₹10,000 (This DP Balance > 25 Product
Year) Year) Lakhs AUM > 25 Lakhs

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