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Large Withdrawal Alert
Sanjay Mishra requested ₹14L withdrawal.
Compliance Check
3 new KYC forms waiting for approval.
MY CFOLarge Withdrawal Alert
Sanjay Mishra requested ₹14L withdrawal.
Compliance Check
3 new KYC forms waiting for approval.
arjun.mehta@example.com+91 98765 43210ID: U0042Bengaluru
| Institution | Type | Balance | Sync Status |
|---|---|---|---|
| HDFC Bank | Savings | ₹1,450,200 | Active |
| ICICI Bank | Current | ₹840,000 | Active |
| SBI | Fixed Deposit | ₹5,000,000 | Delayed |
| Zerodha | Brokerage | ₹18,450,000 | Active |
| Date | Description | Amount | Status |
|---|---|---|---|
| 2026-03-10 | SIP Quant Small Cap | ₹25,000 | Cleared |
| 2026-03-09 | Dividend Reliance Ind | ₹4,500 | Cleared |
| 2026-03-05 | Lump Sum Parag Parikh Flexi | ₹1,00,000 | Cleared |
| 2026-03-01 | Salary Credit | ₹3,50,000 | Cleared |
| 2026-02-28 | AMEX Platinum Bill | -₹45,000 | Cleared |