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Partner view · Brar & Co. · 186 active families across 4 associates
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Continuity matters.
Drag to reassign — clients will be notified by name. Cards with a blue left edge are families who've explicitly asked to keep their current lead.
Workload
All
Heavy > 50
Light < 30
Language
EN
Punjabi
Hindi
Gujarati
File type
Personal tax
Immigration
Sponsorship
Sort:
By load
By next deadline
MK
Manpreet K.
68
Punjabi
Hindi
EN
● Heavy load
· cap 60 ·
+8 over
Brar family
SB
MB
+2
5 members
T1 · 30 Apr
T4
FORM 16
PAN
Client preference · keep lead
Mehta family
MM
+3
4 members · trust
Q3 · 30 Apr
Client preference · keep lead
Sandhu, G & J
GS
JS
2 · first-time
HBP · 30 Apr
T4
Rajesh Singh
RS
1 · NRE/NRO
FEMA · 7 days
NRE
FEMA
Patel family
PP
+2
3 · NRO transfer
PAN
Vikram Kohli
VK
1 member
filing tmrw
NOA
RG
Rohan G.
52
Hindi
EN
● Good load
· cap 60 · 8 capacity
Anjali Sharma
AS
1 · sponsorship
IRCC · May
Client preference · keep lead
Chaudhary family
RC
+2
3 · property sale
FEMA
Verma, S & A
SV
AV
2 · joint filing
T4
Devraj Chopra
DC
1 · small business
GST · 15 Jun
Iyer, K family
KI
+3
4 · HUF style
PAN
NRE
SK
Simran K.
41
Punjabi
EN
● Light load
· cap 60 · 19 capacity
Gill family
JG
SG
2 · sponsorship pending
Bhalla, A
AB
1 · self-employed
15 Jun
Khan, M family
MK
+2
3 members
Kapoor, N
NK
1 · new client
AJ
Anika J.
25
EN only
● Light load
· cap 60 · 35 capacity ·
EN-only constraint
Joshi, R
RJ
1 · 2nd gen
Williams & Banerjee
DW
PB
2 · joint, mixed
Tan, L
LT
1 · referral