Deep-dive analytics and visualizations
Table format like Notion, JIRA list
Deafult – Client Name, Fire Number, Review Date, Wealth Levael, SIP Level
Notes:
Snapshot and Ratios
LeaderBoard
Task Status: To Do
#F9844A
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Dev/wp- Admin Panel
Admin Panel- Product Name setupadd various products like Mutal fund,stocks etc and their tags at backend
Asset Class Setupadd all required assest class like equity,debt