See the health of your practice, not only the market.
Practice Reports shows AUM, monthly SIP book, insurance renewals, commissions and client activity across your practice and for each advisor. The numbers come from the same records your team works in every day.
Practice Reports
April 2026 to March 2027 · all advisors
AUM
₹86.4 Cr
Monthly SIP book
₹48.6 L
Renewal rate
93%
Clients not contacted 90d
47
Rakesh S.
412 clients · 96% reviewed
Pooja T.
388 clients · 91% reviewed
Aman K.
380 clients · 88% reviewed
What it does
Everything Practice Reports keeps in order.
AUM over time
Assets under management by month, by asset class and by advisor, with net inflows separated from market movement.
SIP book
Monthly SIP amount, new registrations, cancellations and continuation rate across the practice.
Renewal performance
Insurance renewals due, renewed and lapsed, with the premium value for each month.
Commission view
Trail and upfront commission by AMC and insurer, reconciled against your brokerage statements.
Client activity
Calls logged, reviews completed and clients not contacted in 90 days, per advisor.
Team comparison
Compare advisors on book size, review coverage and renewals, to plan workloads and support.
How it works
A routine your whole team can follow.
- 01
Records become reports
There is nothing extra to fill in. Reports are built from client, portfolio, SIP and policy records.
- 02
Monthly review
Open the month's summary to see AUM, SIP book and renewals at a glance.
- 03
Drill down
Click any number to see the clients and records behind it.
- 04
Share with partners
Export a practice summary for partners or for your own planning.
Can I see reports for each advisor?
Yes. Every report can be filtered by advisor, branch or relationship manager.
Are commissions calculated by Bullsera?
Bullsera reads your brokerage statements and reconciles them with holdings. It does not calculate payouts on behalf of AMCs or insurers.
Can I export reports?
Yes. Reports export to Excel and PDF.