Financial Goals
Track client aspirations
47
Total Goals
32
On Track
8
Need Review
58%
Avg Progress
Priya Mehta
Retirement Planning
Target
₹10 Cr
Timeline
20 years
Last Review
Mar 2026
Amit Kumar
Child's Education
Target
₹2.5 Cr
Timeline
12 years
Last Review
Feb 2026
Neha Patel
Home Purchase
Target
₹1.5 Cr
Timeline
5 years
Last Review
Mar 2026
Vikram Singh
Wealth Creation
Target
₹25 Cr
Timeline
15 years
Last Review
Jan 2026
Rajesh Verma
Legacy Planning
Target
₹50 Cr
Timeline
25 years
Last Review
Mar 2026
Pro Tip: Regular Reviews
Schedule quarterly reviews to adjust goals based on market conditions and client life changes.
Client Financial Goals
Track and manage financial aspirations for clients and families
Total Goals
47
Active tracking
On Track
32
+5 this quarter
Need Review
8
Action needed
Avg Progress
58%
Overall
Priya Mehta
Retirement Planning
Target Amount
₹10 Cr
Timeline
20 years
Last Review
Mar 2026
Amit Kumar
Child's Education
Target Amount
₹2.5 Cr
Timeline
12 years
Last Review
Feb 2026
Neha Patel
Home Purchase
Target Amount
₹1.5 Cr
Timeline
5 years
Last Review
Mar 2026
Vikram Singh
Wealth Creation
Target Amount
₹25 Cr
Timeline
15 years
Last Review
Jan 2026
Rajesh Verma
Legacy Planning
Target Amount
₹50 Cr
Timeline
25 years
Last Review
Mar 2026
Pro Tip: Regular Reviews
Schedule quarterly reviews to adjust goals based on market conditions and client life changes. Keep goals aligned with risk tolerance and time horizons.