ALTIVEST WEALTH
MFD Investor Pipeline
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MFD Investor Pipeline
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Active Prospects
—
Invested with Altivest
—
Net investment (cost basis)
Current Value
—
Total P&L
—
Pipeline Opportunity
—
AUM yet to be transferred
Converted
—
Onboarded clients
＋ Add Prospect
⌕
# Name
↕
Mobile
Email
PAN
Invested
↕
Current Value
↕
P&L
↕
Total AUM
↕
Opportunity
↕
SIP/mo
↕
Stage
↕
Next Action
Source
Added
↕
Add Prospect
✕
Contact Details
Full Name *
Mobile
Email
PAN
Source
— Select —
Referral
Walk-in
Event / Seminar
Social Media
Cold Call
Existing Client
Other
Referred By
Portfolio with Altivest
Invested (₹) — cost basis
Net amount invested with Altivest
Current Value (₹) — market value
Current portfolio value with Altivest
SIP / month (₹)
P&L (auto)
Enter invested + current value
Full Portfolio (All Distributors)
Total AUM (₹) — across all distributors
Total portfolio including other distributors
Pipeline Opportunity (auto)
Enter Total AUM + Current Value
Total SIP / month (₹) — all distributors
Pipeline Status
Stage
New Lead
Meeting Scheduled
Docs Pending
Follow Up
Converted
Rejected
Next Action
Notes
Remove Prospect
✕
Remove
from the pipeline? This cannot be undone.
ALTIVEST WEALTH
ALTIVEST WEALTH