Rajesh Sharma
CFP®, SEBI Registered
📍 Mumbai, India
💼 Wealth Advisors India
Data management and relationship tools
Plan Research
Advanced fund comparison & portfolio analysis
Access
Merge Clients
Consolidate duplicate client records into a single profile
Family Master
Manage family groups and relationships across clients
Client Master
Comprehensive view and edit all client data centrally
Employee Master
Manage team member profiles and organizational structure
Employee Wise Mapping
Assign employees to clients for relationship management
Duplicate Records Found
3
Pending review
Family Groups
24
180 total members
Employee Mappings
12
All active
