Products Master

Manage PMS & AIF strategies, whitelisting status, and partner engagement.

RS
Rahul Swaminathan Super User
EMP: USR-101 • Distribution

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Linked Distributors (0)
Distributor Partner Category Stage Status View
Key Contacts Engaged (0)
Contact Person Distributor Designation Mute View
Recent Touchpoints (0)
Date Distributor Channel Summary View
Strategy Parameters & Commercials
Benchmark Index: NIFTY 500 TRI
Minimum Investment: ₹ 50,000,000 (₹ 50 Lakhs)
Fixed Management Fee: 1.50% p.a.
Performance Fee: 15% over 10% Hurdle Rate
IC Approval Date: 15 Jan 2021
Factsheet Reference: RH_Factsheet.pdf

Strategy Explorer

Profile
Fee Terms
Partners
Team
Documents & Collateral

Search & Filter Distributors

Evaluated & Whitelisted Products (0)
PMS Strategy Type Eval Stage Whitelist Status View
Org Hierarchy & Key Contacts (0)
Contact Person Designation Side Decision Role Mute Flag View
Multi-Channel Engagement Log (0)
Date & Time Contact Person RH Owner Channel Summary View
Commercial Terms & Governance

Distributors

Overview
People
Products
Engagement
Documents
Evaluation & Activation
RH Roles
Distributor Types
Distributor Roles
Product Types
Eval Statuses
Distributor Priorities
Priority Reasons
Lifecycle Stages
Activity Types
DDQ & Document Types
Master Data Table
Code / Key Name / Label Category / Role Scope Status Action
Step 1: Select Domain Entity & Download Template / Export Existing Data
Distributors Master
Distributor Contacts
Products & Strategies
RH Staff & Teams Super User Only
Investors Master
Investment Subscriptions
Step 2: Select Target Master Entity & Upload CSV File
No file selected
Internal Right Horizons Staff & Portfolio Assignment Super User Privilege
Emp ID Employee Name Designated RH Role Department Zoho Identity (SSO) Reports To Status Access Role Action
All Touchpoints
Prospecting
Sales Influencing
Investor Servicing
Multi-Channel Engagement Ledger
Date & Time Type Distributor & Contact RH Owner Channel Strategy / Topic Follow-up Status Discussion Summary Action
DDQ & Document Repository (Section 15)
Distributor Partner Product Strategy Document Title & Version Document Category Uploaded By & Date Shared With & Date Approval Status Confidentiality Action

Investor Explorer

Profile
Investments
Distributors
Touchpoints
Distributor-Product Commercial Terms (Section 16.2)
Distributor Partner Product Strategy Brokerage Type Standard Rate Approved Rate Deviation Status Payment Frequency GST & TDS Invoice Req. Agreement Status Action

RIGHT HORIZONS PMS DISTRIBUTION

My Work

Today's priorities across distributor-product relationships, evaluations, and follow-ups.

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REQUIRES ATTENTION

Priority work queue

PIPELINE

Evaluation stages

UPCOMING

Next touchpoints

RECENT ACTIVITY

Distributor activity

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