MFD Investor Pipeline

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Track prospects from first lead to converted client.

Active Prospects

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Portfolio per CAS

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With Altivest

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Potential to Convert

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Monthly SIP (Altivest)

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Converted

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Onboarded clients

Name ↕	Mobile	Email	PAN	Total portfolio · per CAS			With Altivest			Potential · still elsewhere			Stage ↕	Next Action	Source	CAS Received ↕
Name ↕	Mobile	Email	PAN	Invested ↕	Cur. Value ↕	SIP/mo ↕	Invested ↕	Cur. Value ↕	SIP/mo ↕	Invested ↕	Cur. Value ↕	SIP/mo ↕	Stage ↕	Next Action	Source	CAS Received ↕