Demat & Trading Account CRM
LIVEAccount-opening & activation funnel · Admin view · all branches
Total Enquiries
12
In pipelineAccounts Opened
5
MTD (activated)KYC Pending
6
Onboarding queueSegment Activations
14
F&O · MCX · CDS · MTFActive Clients
2
Funded & tradingAUM
₹62.58 L
Assets under mgmtBrokerage (MTD)
₹79.7K
Revenue this monthConversion
17%
Enquiry → active