Financial Planning
Manage client financial plans
178
Total Plans
163
On Track
5
At Risk
12
Due Review
By Category
Plans (5)
Priya Mehta
Retirement
Progress
65%
Goal
₹10 Cr
Timeline
20 years
Review
Apr 2026
Amit Kumar
Education
Progress
45%
Goal
₹2.5 Cr
Timeline
12 years
Review
May 2026
Neha Patel
Wealth Creation
Progress
35%
Goal
₹8 Cr
Timeline
15 years
Review
Mar 2026
Vikram Singh
Estate Planning
Progress
72%
Goal
₹25 Cr
Timeline
25 years
Review
Jun 2026
Anjali Gupta
Tax Planning
Progress
85%
Goal
₹5 Cr
Timeline
10 years
Review
Aug 2026
5 At Risk
Require immediate attention
12 Due for Review
Review within 30 days
163 On Track
Clients achieving goals
Financial Planning
Create and manage client financial plans
🎯
Retirement Planning
45
📚
Education Planning
38
💰
Wealth Creation
52
📋
Tax Planning
28
📄
Estate Planning
15
Priya Mehta
Retirement
Progress
65%
Financial Goal
₹10 Cr
Timeline
20 years
Next Review
Apr 2026
Amit Kumar
Education
Progress
45%
Financial Goal
₹2.5 Cr
Timeline
12 years
Next Review
May 2026
Neha Patel
Wealth Creation
Progress
35%
Financial Goal
₹8 Cr
Timeline
15 years
Next Review
Mar 2026
Vikram Singh
Estate Planning
Progress
72%
Financial Goal
₹25 Cr
Timeline
25 years
Next Review
Jun 2026
Anjali Gupta
Tax Planning
Progress
85%
Financial Goal
₹5 Cr
Timeline
10 years
Next Review
Aug 2026
Plans Due for Review
12
Review within 30 days
At Risk Plans
5
Require immediate attention
On Track Plans
163
Clients achieving goals