Appointments
Scheduled consultations and reviews across the team.
October 2026
8 scheduled
Scheduled Done Cancelled
MTWTFSS
Monday, 19 Oct
No meetings on this day.
Retirement review
- With
- Deepak Rao
- When
- 15 Sept, 10:00 am
- Mode
- video
- Status
- scheduled
Onboarding call
- With
- The Sharmas
- When
- 16 Sept, 05:30 am
- Mode
- call
- Status
- scheduled
Portfolio check-in
- With
- Nikhil Verma
- When
- 13 Sept, 11:00 am
- Mode
- in person
- Status
- done
Webinar follow-up
- With
- Priya Nair
- When
- 2 Sept, 09:30 am
- Mode
- call
- Status
- done
New client onboarding
- With
- Rohan Shah
- When
- 8 Sept, 07:00 am
- Mode
- in person
- Status
- done
SIP review
- With
- Sana Kapoor
- When
- 18 Sept, 01:00 pm
- Mode
- call
- Status
- scheduled
Portfolio check-in
- With
- Aditya Krishnan
- When
- 25 Sept, 10:00 am
- Mode
- video
- Status
- scheduled
NRI review
- With
- Karan Mehta
- When
- 29 Sept, 04:00 pm
- Mode
- video
- Status
- scheduled
Tax planning session
- With
- Nikhil Verma
- When
- 30 Sept, 09:00 am
- Mode
- call
- Status
- cancelled
Family plan review
- With
- The Sharmas
- When
- 2 Oct, 06:00 am
- Mode
- in person
- Status
- scheduled
Quarterly review
- With
- Deepak Rao
- When
- 9 Oct, 10:30 am
- Mode
- video
- Status
- scheduled
Renewal discussion
- With
- Rohan Shah
- When
- 14 Oct, 08:00 am
- Mode
- call
- Status
- scheduled