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Usage
Owner
Aarti Kulkarni (Principal) Nishant Menon (Associate) Priya Nair (Compliance) Rohan Kher (Ops) Firm default
Default scope
Family Client Whole book
Visibility
Firm-shared Team-only Private
Version v3.4 · shipped 12-Aug-2026
Report sections drag to reorder · click a block to configure
⋮⋮ CoverCover page · firm brand + subject header
× Layout Firm-brand left · prepared-for right Centered title · brand footer
Prepared-for source Family karta · fallback to primary client Primary client only
⋮⋮ Exec summaryExecutive summary · 5-KPI strip
× KPI slot 1-3 AUM · YTD return · XIRR SI AUM · monthly return · cash
Benchmark Nifty 500 Nifty 50 Custom blend (60/40)
⋮⋮ Allocation donutAllocation · actual vs IPS target
× Data source Family look-through rollup Direct only · exclude MF composition
Target reference Family IPS current version Model portfolio · balanced 60/40
⋮⋮ Holdings tableTop holdings · consolidated view
× Rows Top 15 by value Top 10 by value All positions
Columns Instrument · type · sector · units · value · % · P&L Instrument · units · value · %
⋮⋮ Performance stripXIRR grid · 1M / 3M / 6M / 1Y / SI
× Benchmark overlay Show Nifty 500 in each cell Hide benchmark row
Since-inception baseline Actual family onboard date Fixed FY start
⋮⋮ Footnote disclaimersSEBI + AMFI-compliant disclaimer block
× Disclaimer set Firm default (SEBI · AMFI · DPDP) SEBI only Custom firm block
Contact block Advisor email + phone · office address Firm-generic contact only
+ Add block
Custom text block Corporate action digest SIP register Realized gains schedule Override log Concentration by sector Cash movement waterfall Page break Add
Merge fields
Family / Client
{{family.name}} {{family.karta}} {{client.name}} {{client.primary_email}} {{client.residency}} Portfolio
{{portfolio.total_aum}} {{portfolio.ytd_return}} {{portfolio.xirr_si}} {{portfolio.cash_pct}} Report window
{{report.period}} {{report.as_of}} {{report.prepared_by}} {{report.doc_id}} Firm
{{firm.name}} {{firm.sebi_reg}} {{firm.disclaimer_short}} {{firm.contact_block}} Click any field to copy the merge token. Tokens resolve when the report runs against a subject family or client.
Subject line
Body · merge tokens resolve on send
B I U Link List 1. List Quote
+ Merge field + Attachment
Signature Disclaimer
Channel preview
Email
WhatsApp
Portal
Attachments · 3 files
PDF
Q2 FY27 portfolio statement · {{family.name}}
auto-generated XLS
Holdings + XIRR working · {{family.name}}
auto-generated PDF
Rebalance draft · Equity sleeve trim
conditional
Compliance checklist
✓ SEBI advisor identity in signature block
✓ Firm disclaimer block appended (short form)
✓ Past-performance disclaimer present
✓ DPDP consent noted in footer
! Rebalance memo attached — needs Neel signoff before send
✓ No forward-looking return claim in body
✓ No comparison to competitor product
✓ Contact block resolves for this subject
Merge fields
Recipient
{{family.karta}} {{client.name}} {{contact.salutation}} Portfolio snapshot
{{portfolio.total_aum}} {{portfolio.ytd_return}} {{portfolio.xirr_si}} SIP / mandate
{{sip.instrument}} {{sip.monthly_amount}} {{sip.next_debit_date}} Firm
{{firm.name}} {{firm.sebi_reg}} {{firm.disclaimer_short}}
Workflow steps drag to reorder · Edit renames a step · dependencies drawn from step order + Step
Checklist items click to tick · required items must be ticked to close the checklist + Item
Rendered with sample data for the Shah family (karta Neel Shah) · as at 30-Jun-2026.
Version history
every save is a new version with author, timestamp and a diff — nothing is destructively overwritten Audit ›
Usage stats · 30d send count, run time, error rate, read receipts
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