You are on page 1of 14

Daily Sip Sheet

RE Name

Branch

For Feb.
Target

Cat.
(A++
,A+,A,B+
,B,C,D

1 Ankush Wadhwa
2 Arvinder Singh Pahwa
3 KAWALJIT KAUR

Balwinder Singh
Balwinder Singh
Balwinder Singh

Amritsar
Amritsar
Amritsar

0
5000
70000

D
D
A+

0
0
35000

4
5
6
7

Balwinder Singh
Balwinder Singh
Balwinder Singh
Balwinder Singh

Amritsar
Amritsar
Amritsar
Amritsar

0
45000
10000
40000

D
A
C
A

0
2000
0
0

Balwinder Singh
Balwinder Singh
Balwinder Singh
Balwinder Singh
Balwinder Singh
Balwinder Singh
Balwinder Singh
Balwinder Singh
Balwinder Singh
Balwinder Singh
Balwinder Singh
Balwinder Singh

Amritsar
Amritsar
Amritsar
Amritsar
Amritsar
Amritsar
Amritsar
Amritsar
Amritsar
Amritsar
Amritsar
Amritsar

20000
10000
10000
15000
0
10000
0
0
40000
0
70000
0

B
C
C
C
D
C
D
D
B
D
A+
D

0
0
0
0
0
0
0
0
15000
0
2000
0

S#

8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44

Partner name

KAMAL KUMAR SHARMA


SANJU ARORA
SUMEET TULI
Manpreet Singh Arora
SARDAR HARI NARAIN
SINGH ATAL
JATINDER SINGH
Baljinder singh Amritser
Gurpreet Singh
Gagan Chawla
Harjit Singh Arora
Jagjit Singh Syal
Parv Arora
R K Investment
Ravinder Pal Singh Bajwa
Surjit Lal Passi
Skyway Financial Services

Total

Page 1

345000

Total Ach

54000

Daily Sip Sheet


SIP Feb. Target

SIP Achievement in Feb.

ING
0
0
5000

Reliance
Money
Manager
(50% 0f Tgt.)
0
0
30000

Other
(Gold/
Equity)
0
5000
10000

0
5000
0
5000

0
15000
5000
20000

0
0
0
5000
0
0
0
0
5000
0
10000
0

10000
5000
5000
5000
0
5000
0
0
15000
0
25000
0

35000

140000

Reliance
Money
Manager

ING

Till 08/02/2012

Other
(Gold/
Equity)

ING

0
0
4000

0
0
20000

0
0
11000

0
0
0

0
25000
5000
15000

0
0
0
0

0
0
0
0

0
2000
0
0

0
0
0
0

10000
5000
5000
5000
0
5000
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
15000
0
0
0

0
0
0
0
0
0
0
0
0
0
2000
0

0
0
0
0
0
0
0
0
0
0

0
5000
0
35000
0

130000

4000

Page 2

35000

15000

Daily Sip Sheet


Till 08/02/2012

09/02/12

10/02/12

Reliance
Money
Manager

Reliance
Money
Manager

Reliance
Money
Manager

Other
(Gold/Equity
)
0
0
0
0
10000
5000

ING
0
0
0

Other
(Gold/Equity
)
0
0
0
0
10000
0

ING
0
0
0

0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
15000
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

25000

5000

10000

Page 3

Daily Sip Sheet


10/02/12

11/02/12

Other
(Gold/Equity
)
0
0
0

Reliance
Money
Manager

12/02/12

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

ING

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

Page 4

Reliance
Money
Manager

ING

Daily Sip Sheet


13/02/12

Reliance
Money
Manager

ING
0
0
2000

14/02/12

Other
(Gold/Equity
)
0
0
0
0
0
0

Reliance
Money
Manager

15/02/12

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

ING

ING
0
0
0

0
0
0
0

0
0
0
0

0
2000
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

2000

2000

Page 5

Daily Sip Sheet


15/02/12

Reliance
Money
Manager

16/02/12

Other
(Gold/Equity
)
0
0
0
0
0
2000

Reliance
Money
Manager

17/02/12

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

ING

Reliance
Money
Manager

ING
0
0
0

0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

2000

Page 6

Daily Sip Sheet


17/02/12

18/02/12

Other
(Gold/Equity
)
0
0
0

Reliance
Money
Manager

19/02/12

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

ING

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

Page 7

Reliance
Money
Manager

ING

Daily Sip Sheet


20/02/12

Reliance
Money
Manager

21/02/12

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

ING

Reliance
Money
Manager

22/02/12

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

ING

Page 8

ING
0
0
0

Daily Sip Sheet


22/02/12

Reliance
Money
Manager

23/02/12

Other
(Gold/Equity
)
0
0
0
0
0
0

Reliance
Money
Manager

24/02/12

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

ING

Reliance
Money
Manager

ING
0
0
0

0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

Page 9

Daily Sip Sheet


24/02/12

25/02/12

Other
(Gold/Equity
)
0
0
0

Reliance
Money
Manager

26/02/12

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

ING

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
2000
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

2000

Page 10

Reliance
Money
Manager

ING

Daily Sip Sheet


27/02/12

Reliance
Money
Manager

ING
0
0
2000

28/02/12

Other
(Gold/Equity
)
0
0
0
0
0
2000

Reliance
Money
Manager

29/02/12

0
0
0

Other
(Gold/Equity
)
0
0
0
0
0
2000

ING

ING
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

2000

2000

2000

Page 11

Daily Sip Sheet


29/02/12

Reliance
Money
Manager
0
0
0

Other
(Gold/Equity
)
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0

Page 12

Planned Matrix
SIP Range

Above 1 Lakh
50000 to 1 Lakh
25000 to 50000
10000 to 25000
5000 to 10000
0 to 5000
0
Less than 0
Target
% Achivement of Target

No of Partner

Average

% Partner

%
Contribution

Cumulative
Partner

0
2
3
6
1
0
7
0
19
342000
100.88

0
70000
41666
12500
5000
0
0
0
344998

0.00
10.53
15.79
31.58
5.26
0.00
36.84
0.00

0.00
40.58
36.23
21.74
1.45
0.00
0.00
0.00

0.00
10.53
26.32
57.89
63.16
63.16
100.00
100.00

Page 13

Planned Matrix
Cumulative
Contribution

%
Contribution
to Target

0.00
40.58
76.81
98.55
100.00
100.00
100.00
100.00

0.00
40.94
36.55
21.93
1.46
0.00
0.00
0.00

Page 14

You might also like