Executed Orders of your clients
Client Name | Order # | Goal Name | Order Date | Order Type | SIP Day | Scheme Name | Amount | Mode |
---|---|---|---|---|---|---|---|---|
Sheetal Munshi | 857 | Tax Saving | 28/11/2016 | SIP | 11 | Axis Long Term Equity-G | 7,000 | NACH Mandate |
Sheetal Munshi | 858 | Retirement | 28/11/2016 | Lumpsum | - | Reliance Long Term Equity-G | 70,000 | Netbanking |
Manish Surve | 824 | Udi's Education | 19/11/2016 | SIP | 9 | Axis Multicap Fund-G | 12,000 | NACH Mandate |
Kripal Singh | 807 | Japan | 29/10/2016 | Lumpsum | - | Reliance Liquid Plus | 50,000 | Netbanking |
Kripal Singh | 804 | Meet's Education | 29/10/2016 | SIP | 7 | Axis Pharma Fund-G | 5,000 | NACH Mandate |
Manish Surve | 826 | Gayu's Eductation | 19/11/2016 | Lumpsum | - | Reliance Balanced Fund-G | 1,00,000 | Netbanking |
Rajnish Mittal | 788 | Lonavala Farm House | 15/10/2016 | Lumpsum | - | IDFC Long Term Equity Fund-G | 1,25,000 | Netbanking |
Rajnish Mittal | 787 | Honda City | 15/10/2016 | SIP | 15 | Axis Pharma Fund-G | 17,000 | NACH Mandate |
Rachit Mehta | 725 | Princess Marriage | 03/10/2016 | Lumpsum | - | HDFC LT Equity Fund-G | 75,000 | Netbanking |
Rachit Mehta | 724 | Princess High Edu | 03/10/2016 | SIP | 21 | Reliance Pharma Fund-G | 17,000 | NACH Mandate |
Anish Waghmare | 857 | Tax Saving | 28/11/2016 | SIP | 11 | Axis Long Term Equity-G | 7,000 | NACH Mandate |
Anish Waghmare | 858 | Retirement | 28/11/2016 | Lumpsum | - | Reliance Long Term Equity-G | 70,000 | Netbanking |
Bijal Sheth | 824 | Udi's Education | 19/11/2016 | SIP | 9 | Axis Multicap Fund-G | 12,000 | NACH Mandate |
Bijal Sheth | 807 | Japan | 29/10/2016 | Lumpsum | - | Reliance Liquid Plus | 50,000 | Netbanking |
Mohan KL | 804 | Meet's Education | 29/10/2016 | SIP | 7 | Axis Pharma Fund-G | 5,000 | NACH Mandate |
Mohan KL | 826 | Gayu's Eductation | 19/11/2016 | Lumpsum | - | Reliance Balanced Fund-G | 1,00,000 | Netbanking |
Govind Ahuja | 788 | Lonavala Farm House | 15/10/2016 | Lumpsum | - | IDFC Long Term Equity Fund-G | 1,25,000 | Netbanking |
Govind Ahuja | 787 | Honda City | 15/10/2016 | SIP | 15 | Axis Pharma Fund-G | 17,000 | NACH Mandate |
Yash Desai | 725 | Princess Marriage | 03/10/2016 | Lumpsum | - | HDFC LT Equity Fund-G | 75,000 | Netbanking |
Yash Desai | 724 | Princess High Edu | 03/10/2016 | SIP | 21 | Reliance Pharma Fund-G | 17,000 | NACH Mandate |