Upgrading the concept to suit the current complex environment yet to

keep it simple to understand and implement.

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 Areas Covered

•Why GReAT Planner?

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

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 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

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 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.

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 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)

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 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

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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

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Goal Tracker

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Goal Summary

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