Example: How to make a financial goal plan of a client?

There are following steps which we have to follow during create a financial
goal planning of client in Mutual Globe:

Step 1: - Go to the Google and search “Mutual Globe” and click on it.

Step 2: - A Mutualglobe.com portal is open than after that click on the right-
hand option “Invest in mutual fund” which is in red box.

Step 3: - click on the “investor login”

Step 4: - After that, login id page is open and login there.

Step 5: - Now dashboard is open click on “client” after that create a new
investor option is open where we have to fill the client information/ details over
there.

Step 6: - After create a client utilities and go through goal planner option after
that on the right-hand side a page is open where click on “Add Goal Plan”.
Step 7: - After clicking on add goal plan there is a option “select client” where
we make their goal maker check on map assets seek over the goal status of the
client.
Step 8: - At the end after create a client goal planner we download in pdf form
file and send it to the client as a proof.