DEMO MODE -- Using simulated data. Connect backend for live data.
In Progress
Lead: Arjun KumarTeam: 8 membersStarted: 15 Jan 2026Due:30 Apr 2026

Investor Services Audit

KYC compliance, transaction processing verification, and grievance monitoring

Total Folios

22.4 Cr

Across all schemes

KYC Compliant

98.2%

+0.4%vs last quarter

Pending Grievances

47

SCORES + direct

Avg Resolution

8.3 days

-12%improvement
Investor CategoryTotal FoliosCKYC %PAN %KYC Complete %Status
Individual18,42,56096.8%99.5%95.2%Compliant
HUF1,24,83094.1%99.8%93.5%Compliant
Company86,42091.3%100%89.7%Review
Trust42,15088.5%99.2%86.4%Review
NRI1,05,23082.4%98.6%80.1%Non-Compliant
FII3,21097.2%100%97%Compliant