PInvesco Asset Management (India)Executive Cockpit
Daily Briefing● Live · governed data

Friday, July 17, 2026

Today's focus: Efficiency — Integrate digital onboarding and compliance systems. The day's plan leads; the rest of the week follows.

Cash target
$0M
Profit target
+$0M
Live market
Pulling live materials, commodities & rates…

Your daily value-creation plan, cash-first — every goal sized and owned. Check goals off to feed the bridge; open ▸ play & evidence on any card for the steps and the numbers.

Revenue YTD
$60M
▲ 9.1% vs last year
Blended GM
78.1%
gross margin
EBITDA margin
36.7%
$22M profit
Open AR days
13d
to collect
Recurring mix
74.5%
of revenue
Pipeline
$4M
weighted

The week ahead · CEO value-creation plan

Themed cash-first · grounded in Invesco Asset Management (India)'s governed data · enterprise value at 10× profit (assumption)

Cash to unlock
$0M
from this week's actions
Profit to add
+$0M
≈ $0M enterprise value
Pipeline at stake
$4M
weighted opportunity
Recurring mix
74.5%
durable revenue
Value-creation bridge · this week
$0M captured of $0M target · 0%

Target this week: $0M cash + +$0M profit (≈ $0M enterprise value). Captured rises as goals are checked off below.

Friday scorecard · today
0/1 achieved · 0%

The week, day by day

Integrate CRM / KYC with Fund Admin
Connect CRM / KYC Portal and Fund Admin System for unified client and compliance view.
Efficiency7.2% synergyUptime99.2%
🎯 Target: Achieve full system integration by quarter end.
⏱ Why now: Fragmented systems slow onboarding and compliance.
👤 Owner: CIO · PMO

Signals to watch

Leading indicators · one number, the action it implies

📈 Net Inflows Trend
₹1,120 Cr net inflows QTD

Quarterly net inflows across all funds signal sustained growth.

🛑 ELSS Redemption Spike
12.4% ELSS redemption rate

Spike in ELSS redemptions due to tax regime changes.

⚠️ KYC Backlog
1,540 KYC cases pending

Delayed KYC remediation impacts client onboarding and compliance.

🚀 Product Launch Pipeline
4 new funds launched FY26

Product innovation drives segment growth and client engagement.