Include SIP and AUM columns for list of folios with goals
F
Finance Doctor
started a topic
about 7 years ago
goals folio very nicely shows the schemes and funds mapped to a particular goal. It is highly beneficial for us if you could add SIP and AUM column in the same page. Please find the attachment of the snapshot.
Finance Doctor
goals folio very nicely shows the schemes and funds mapped to a particular goal. It is highly beneficial for us if you could add SIP and AUM column in the same page. Please find the attachment of the snapshot.
1 person likes this idea