Beruflich Dokumente
Kultur Dokumente
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Areas Covered
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Background
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There is a need
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Introducing Prudent G.RE.A.T.
Planner (PGP)
– Defining Goal
– Calculating the Goal Amount
– Calculating the Investment required for the Goal
– Assigning the existing and new Investment to Goal
– Review the progress towards Goal achievement
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Reports Provided by PGP
• Cover letter
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Benefit - Partner
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Add Personal Detail
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Create Goal – Child Education
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Create Goal – Retirement Planning
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Assigning Investment to Goals
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Manage Assigning
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Cover Letter
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Goal Analyzer and Prescription
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Goal Tracker
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Goal Tracker
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Goal Summary
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