Goal Planner Report - All Assets

We have added all assets held by the Client to the Goal Planner PDF report so that Portfolio CAGR can be viewed Goal Wise


  1. Mutual Funds
  2. Shares
  3. Bonds
  4. Fixed Deposits
  5. Other Assets - PMS, AIF, Property
  6. Insurance


Regards

Team InvestWell


1 person likes this
Login or Signup to post a comment