Per-plan roster — own list, own stats, own actions per plan
| # | Client | Plan | Type | KYC | Status | Valid Till | KYC Done (IST) | Payment (IST) | Fees Paid |
|---|
⚠️ Changing the plan does NOT re-generate the signed agreement — the client's existing e-sign still refers to whatever plan they originally signed. Only change this after they've genuinely re-signed for the new plan (or you accept the mismatch on record).