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Gross Revenue
Net Revenue
Total Expenses
Total AUM
Total SIP

Manage AUM

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Manage Expenses

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Manage Transactions

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Upload Data

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Upload AUM Data (CSV)
AUM & SIP records
Columns: BRANCH, DATE, VENDOR, AUM, SIP
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Upload Expenses (CSV)
Expense records
Columns: EXPENSEDATE, EXPENSECATEGORY, AMOUNT, REMARKS, BRANCH
💵
Upload Transactions (CSV)
Income / commission records
Columns: VERTICAL, SUB-VERTICAL, VENDOR, BRANCH, TRANSACTIONDATE, COMMISSION, TDS, NETCOMMISSION, REMARKS

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