11
Total Members
7
Advisors
4
Support Staff
305
Clients Mgd
By Role
3
Senior Advisor
4
Financial Planner
2
Operations Mgr
2
Research Analyst
Team Members
P
Priya Singh
Senior AdvisorActive
Joined
Jan 2022
Clients
45
Status
Active
R
Rajesh Kumar
Financial PlannerActive
Joined
Jun 2022
Clients
35
Status
Active
A
Anjali Nair
Operations ManagerActive
Joined
Mar 2023
Clients
0
Status
Active
V
Vikram Patil
Research AnalystActive
Joined
Sep 2023
Clients
0
Status
Active
Permissions & Access
7
Client Management
7
Portfolio Access
9
Reporting
3
Compliance
Total Team Members
11
All active
Advisors
7
Managing 305 clients
Support Staff
4
Operations & Research
Senior Advisor
3
Financial Planner
4
Operations Mgr
2
Research Analyst
2
| Name | Phone | Role | Joined | Status | Clients | Action | |
|---|---|---|---|---|---|---|---|
| Priya Singh | priya@wealthadvisors.com | 98765 12340 | Senior Advisor | Jan 2022 | Active | 45 | |
| Rajesh Kumar | rajesh@wealthadvisors.com | 98765 12341 | Financial Planner | Jun 2022 | Active | 35 | |
| Anjali Nair | anjali@wealthadvisors.com | 98765 12342 | Operations Manager | Mar 2023 | Active | 0 | |
| Vikram Patil | vikram@wealthadvisors.com | 98765 12343 | Research Analyst | Sep 2023 | Active | 0 |
Permissions & Access
Client Management
7
Portfolio Access
7
Reporting
9
Compliance
3