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15 3.4prudent GREAT Planner

The document introduces the Prudent G.RE.A.T. Planner (PGP), a simple goal-based financial planning tool. PGP allows users to define goals, calculate required amounts and investments, assign existing and new investments to goals, and track progress towards goals. It provides benefits like educating clients on goal-based investing, implementing such plans, and increasing motivation for long-term investing. PGP assists financial advisors by transforming their role to advisors, attracting new clients, and promoting steady asset growth. The tool helps clients create education and retirement plans, assign investments to goals, monitor goal achievement over time, and receive target amounts and progress updates.

Uploaded by

Kshitiz Rastogi
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64 views18 pages

15 3.4prudent GREAT Planner

The document introduces the Prudent G.RE.A.T. Planner (PGP), a simple goal-based financial planning tool. PGP allows users to define goals, calculate required amounts and investments, assign existing and new investments to goals, and track progress towards goals. It provides benefits like educating clients on goal-based investing, implementing such plans, and increasing motivation for long-term investing. PGP assists financial advisors by transforming their role to advisors, attracting new clients, and promoting steady asset growth. The tool helps clients create education and retirement plans, assign investments to goals, monitor goal achievement over time, and receive target amounts and progress updates.

Uploaded by

Kshitiz Rastogi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Upgrading the concept to suit the current complex environment yet to

keep it simple to understand and implement.

www.prudentcorporate.com
Areas Covered

•Why GReAT Planner?


•What is GReAT Planner?
•Benefits of GReAT Planner.

www.prudentcorporate.com
Background

• SIP getting popular

• SIP average ticket size vs Earning of person

• Goals created once are easily forgotten

• Complex comprehensive FP difficult to understand both by


partner and client

• Need for simple goal based investment tracker

www.prudentcorporate.com
There is a need

• To educate client – Goal based Investment

• To Implement Goal Based Investments

• To Track Goal Based Investments


• Mechanism to constantly remind client about goals while
taking any investment decision.
• Increase the motivation of client for Long term investment
and not to lose passion.

www.prudentcorporate.com
Introducing Prudent G.RE.A.T.
Planner (PGP)

• Easy to understanding Mini Financial Planner


• It provides...(Client’s point of view)

– 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

• Photocopy of the Goal Analyser and Prescription

• Cover letter

• Goal Tracker Report (Scheme wise Figures)


• Goal Tracker Report – Graphical
(Goal Amt vs Goal Achieved chart)

www.prudentcorporate.com
Benefit - Partner

• PGP will provide unique tool to partner for creating goal


based Investment plan.
• PGP will help transforming image from agent to advisor.
• PGP will help partners getting newer clients.
• Can be used to pitch lump sum investment as well.
• PGP will decrease the SIP closer or discontinuous in existing
SIPs.
• New SIPs or MF investments brought with the help of PGP
will be long term in nature.
• Healthy and steady AUM building

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Add Personal Detail

www.prudentcorporate.com
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

www.prudentcorporate.com
Goal Tracker

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Goal Summary

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www.prudentcorporate.com

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