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Summary Action pending of your clients

Name SIP Defined SIP Planned LS Planned SIP Executed LS Executed SIP Top-Up SIP Top-Up as on
Sheetal Munshi 1,00,000 50,000 - 35,000 - 5,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Dream Home30,000-----
Retirement35,00030,000-20,000-2,000
Honda Car20,00010,000-10,000-1,000
Andaman Vacation15,00010,000-5,000-1,000
Total1,00,00050,000-35,000-5,000
Jay Singh 50,000 40,000 2,00,000 15,000 1,70,000 10,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Tax Planning--1,50,000-1,20,000-
Retirement25,00015,00050,0005,00050,0003,000
AJS's Edu10,00010,000-5,000-3,000
AJS' Marriage15,00015,000-5,000-2,000
Total50,00040,0002,00,00015,0001,70,00010,000
Sheetal Munshi 1,00,000 50,000 - 35,000 - 5,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Dream Home30,000-----
Retirement35,00030,000-20,000-2,000
Honda Car20,00010,000-10,000-1,000
Andaman Vacation15,00010,000-5,000-1,000
Total1,00,00050,000-35,000-5,000
Jay Singh 50,000 40,000 2,00,000 15,000 1,70,000 10,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Tax Planning--1,50,000-1,20,000-
Retirement25,00015,00050,0005,00050,0003,000
AJS's Edu10,00010,000-5,000-3,000
AJS' Marriage15,00015,000-5,000-2,000
Total50,00040,0002,00,00015,0001,70,00010,000
Sheetal Munshi 1,00,000 50,000 - 35,000 - 5,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Dream Home30,000-----
Retirement35,00030,000-20,000-2,000
Honda Car20,00010,000-10,000-1,000
Andaman Vacation15,00010,000-5,000-1,000
Total1,00,00050,000-35,000-5,000
Jay Singh 50,000 40,000 2,00,000 15,000 1,70,000 10,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Tax Planning--1,50,000-1,20,000-
Retirement25,00015,00050,0005,00050,0003,000
AJS's Edu10,00010,000-5,000-3,000
AJS' Marriage15,00015,000-5,000-2,000
Total50,00040,0002,00,00015,0001,70,00010,000
Sheetal Munshi 1,00,000 50,000 - 35,000 - 5,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Dream Home30,000-----
Retirement35,00030,000-20,000-2,000
Honda Car20,00010,000-10,000-1,000
Andaman Vacation15,00010,000-5,000-1,000
Total1,00,00050,000-35,000-5,000
Jay Singh 50,000 40,000 2,00,000 15,000 1,70,000 10,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Tax Planning--1,50,000-1,20,000-
Retirement25,00015,00050,0005,00050,0003,000
AJS's Edu10,00010,000-5,000-3,000
AJS' Marriage15,00015,000-5,000-2,000
Total50,00040,0002,00,00015,0001,70,00010,000
Sheetal Munshi 1,00,000 50,000 - 35,000 - 5,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Dream Home30,000-----
Retirement35,00030,000-20,000-2,000
Honda Car20,00010,000-10,000-1,000
Andaman Vacation15,00010,000-5,000-1,000
Total1,00,00050,000-35,000-5,000
Jay Singh 50,000 40,000 2,00,000 15,000 1,70,000 10,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Tax Planning--1,50,000-1,20,000-
Retirement25,00015,00050,0005,00050,0003,000
AJS's Edu10,00010,000-5,000-3,000
AJS' Marriage15,00015,000-5,000-2,000
Total50,00040,0002,00,00015,0001,70,00010,000
Sheetal Munshi 1,00,000 50,000 - 35,000 - 5,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Dream Home30,000-----
Retirement35,00030,000-20,000-2,000
Honda Car20,00010,000-10,000-1,000
Andaman Vacation15,00010,000-5,000-1,000
Total1,00,00050,000-35,000-5,000
Jay Singh 50,000 40,000 2,00,000 15,000 1,70,000 10,000 14/08/2016
Goal NameSIP DefinedSIP PlannedLS PlannedSIP ExecutedLS ExecutedSIP Top Up
Tax Planning--1,50,000-1,20,000-
Retirement25,00015,00050,0005,00050,0003,000
AJS's Edu10,00010,000-5,000-3,000
AJS' Marriage15,00015,000-5,000-2,000
Total50,00040,0002,00,00015,0001,70,00010,000