Settings · Wealth Cockpit

Org profile Firm identity fields flow into report headers, SEBI audit export, and DPDP consent artefacts. Changes to registration numbers write an AuditEvent.

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Registration & identityRegulator fields

Address & contactRegistered office

Firm mission & standard disclaimersPrints on reports

Firm mission (report footer)

SEBI disclaimer (mandatory)

DPDP data-processing notice

Not edited in this session

Users & roles Firm seats and their role assignments. Role changes flow into the permission matrix below. Off-boarding a user prompts for a transfer target and effective date; the Sessions button on each row shows the user's active devices and offers a bulk revoke.

User	Email	Role	Status	Last active	Lifecycle	Actions

Role permission matrix

Sessions Every session and API token of the tenant. Revoke is immediate and cannot be undone — the user must sign in again to receive a new session. Bulk-revoke by user is available from the Users & roles tab.

Active

—

not revoked, not past expiry

Device kinds

—

desktop · mobile · API

Expired

—

past expires_at, never revoked

Revoked

—

sign-out, admin or off-boarding

User	Device	IP	Issued	Status	Actions

Integrations External connectors for RTA data, depository verification, KYC, e-sign, messaging, and object storage. Credential secrets are stored in the tenant vault; only the last four digits print here.

Notifications Firm-wide defaults for each event kind. Individual users may override in their profile within the scopes their role allows. Client portal delivery is subject to the client's own consent record.

Event matrix12 event kinds · 4 channels

Event kind	Email	WhatsApp	In-app	Client portal	Recipient
client.created					Assigned RM + Ops
override.pending					Sr RM + Compliance
override.approved					Proposer
report.completed					Owner + Client (per policy)
alert.raised					Assigned RM
sip.mandate.cancelled					Assigned RM + Client
ingestion.file.rejected					Ops team
task.due					Assignee
reminder.fired					Owner
kyc.expiring					Assigned RM + Client
hold.opened					Compliance + Admin
statement.delivered					Client

Quiet hoursNon-urgent channels only

Global defaultsFallback behavior

Default channel for new event kinds	Email + In-app
Email digest	Off (real-time delivery)
WhatsApp opt-in policy	Explicit consent record
Failed-delivery retries	3 attempts over 30 min
Bounce handling	Auto-suspend after 5 hard bounces

Tag taxonomy Firm-scope classification tags used across clients, holdings, and transactions. Tags show as filter chips in listings, report axes, and drift-rule inputs. Archiving preserves history but hides the tag from new assignments.

Tag	Description	Members	Membership	Actions

Numbering & formats Firm-wide sequences for client, family, report, reminder, and SIP mandate identifiers. Sequences advance atomically; edits to prefix or digit-count take effect only for next issue.

ID schemes5 sequences

Entity	Prefix	Digits	Next value	Sample

Display formatsLocale

Numeric conventionsRounding & grouping

Data retention & legal holds Retention windows drive the daily purge job. LegalHold rows block deletion for the named scope until cleared. All retention decisions write an AuditEvent. Minimum floors are set by SEBI (7 years) and DPDP (consent proof retained for the consent lifetime).

Retention policyPer-entity windows

Entity	Retention (years)	Delete eligible after	Regulatory floor	Notes
Client	10	Off-boarding + 10 years	SEBI 7y	Includes KYC packet + risk profile forms.
Transaction	10	Trade date + 10 years	SEBI 7y	Never physically deleted while any Lot rests on the row.
Position	10	Zero-close + 10 years	SEBI 7y	Position snapshots retained end-of-day.
Report	7	Run date + 7 years	SEBI 7y	Signed PDF + generation manifest.
AuditEvent	10	Event ts + 10 years	SEBI 7y	Hot 90 days · Warm 7 years · Cold 7 to 10 years.
Communication	5	Send date + 5 years	SEBI 5y	Email, WhatsApp, in-app history.
Contact	3	Off-boarding + 3 years	DPDP consent life	Prospect / lead contacts without a Client attachment.
LegalHold	99	Never auto-purged	Manual only	Kept even after clear/expire; discipline audits walk the timeline.

Active & historical legal holds Loading holds… See all in audit ›

Hold	Status	Expiry	Actions

Entity	Subject	Ageing since	Rows	Hold check	Status
Communication	Off-boarded lead: Suresh Chowdhury	2021-08-14	312	Clear	Queued
Contact	Prospect list Q3-2022 (no attachment)	2022-09-30	84	Clear	Queued
Report	Ad-hoc drift reports (superseded)	2018-06-01	1,204	Clear	Queued
Client	Kapadia head (retention floor met)	2015-04-01	1	…	…

KYC status Per-client KYC lifecycle across the firm's book. Forward transitions are one-click; sending a client back for more documents or marking an expiry requires a written reason that lands in the audit stream. Re-verification interval follows SEBI risk-category rules (Low = 10y, Medium = 8y, High = 2y).

Open KYC playbook

Clients tracked

—

walks the KYCState lifecycle

Due for re-verification

—

SEBI risk-band interval

Expired

—

outbound activity blocked

Under review

—

backward moves capture a reason

Client	Family / individual	PAN	Risk band	KYC state	Progress	Last review	Re-verify by	Actions

Branding Logo, brand color, header and footer templates render on every client-facing PDF and email. Chrome color tokens are bound to the app design system; artefact styling stays within the firm's registered visual identity.

Logo & identity assetsPNG or SVG

Brand colorsReport & artefact palette

Primary

var(--brand)

Bound to token

Primary deep

var(--brand-strong)

Bound to token

Accent

var(--accent)

Bound to token

Report ink

var(--sidebar-bg)

Bound to token

Colors are bound to app design tokens; contact support to change the registered palette. Client-facing PDF stylesheets never follow user chrome theme.

Report templatesHeader & footer

Email signature templateApplies to firm-outbound email