Dashboard
Associate
Add Associate
Associate's List
Client
Add Clients
Clients List
Lead
Add Lead
Lead List
Products
Loan
Add Loan
Loan List
Insurance
Add Insurance
Life Insurance
Health Insurance
Vehicle Insurance
Commercial Insurance
Investment
Add Investment
Mutual Fund
Stock Broking
Fixed Deposits
Bonds
PMS
GET PREMIUM ONLINE
Knowledge Center
Loan
Insurance
Investments
Download
Total Clients :
3187
All Notifications
2
New Notification
23 hrs ago
Details of the Notification
New Details
Just Now
1200 new details
Hello
Edit Profile
Modify your personal details.
Log out
Lead Update
Lead Name:
Branch Name
Select Branch
Rajkot
Veraval
Ahmedabad
Mumbai
Porbandar
Bhavnagar
AtoZ Investment
Mutual funds
ATUL DHAKAN
LOAN
Insurance
Kaushik Trivedi
JAYPAL PATHAK
Shobhana RANGPARA
BHAVIN JOSHI
Bhavinkumar Gohel
SKP INVESTMENT
Jadeja Poojaba Vijaysinh
Varun smart
Bhadresh Shah
Milan Pathak
Associate Name
Select Branch
Lead Creator:
Lead Manager:
DP Id:
Contact Number:
Email Id
Date of Birth
Gender:
Select Gender
Male
Female
Marital Status
Select Marital Status
Married
Unmarried
Pancard Number:
Adhar Number:
Requirement
Anniversary date
Requirement
Bank Details
Bank Name:
Account Number:
IFSC Code
MICR Code
Full Address
Date of Joining
Location:
Nominee Name:
Update Upload Documents
File Upload
Associate Photo:
Only
.jpg
.png
.pdf
allowed
File Upload
Adhar Card photo:
Only
.jpg
.png
.pdf
allowed
File Upload
Pan Card photo:
Only
.jpg
.png
.pdf
allowed
File Upload
Cancel cheque photo:
Only
.jpg
.png
.pdf
allowed
Investment
