What you can do
Goal Creation
Define goals like retirement, children’s education, home purchase, or custom milestones. Set target amounts, time horizons, and priority levels. Atlas calculates the required monthly SIP instantly.
Risk Profiling
Built-in psychometric risk questionnaires generate a risk profile for each client. Atlas recommends asset allocation across equity, debt, and hybrid funds based on the profile.
SIP Calculators
Interactive SIP, lump sum, and step-up calculators with inflation adjustment. Show clients exactly how their money grows over time with visual projections.
Scenario Analysis
Model “what-if” scenarios — early retirement, increased SIP, market downturns, or goal priority changes. Compare outcomes side by side and adjust plans in real time.
Plan Tracking
Monitor progress against every goal in real time. Atlas tracks SIP adherence, portfolio valuation, and goal completion percentage with automatic rebalancing alerts.
Plan Reports
Generate beautiful, client-ready plan reports with your branding. Include projections, asset allocation, SIP details, and goal progress — all in one PDF.
Getting started with goal planning
FAQ
What return assumptions does Atlas use?
What return assumptions does Atlas use?
Atlas uses customizable return assumptions — default 12% for equity, 7% for debt, and 8.5% for hybrid. You can adjust these per client or per goal to match your advisory philosophy.
Can clients view their own plans?
Can clients view their own plans?
Yes. Atlas generates a client-facing portal link where investors can view their goals, track progress, and see projections. The portal is white-labeled with your branding.
Does Atlas support step-up SIPs?
Does Atlas support step-up SIPs?
Yes. Atlas supports step-up SIPs with annual increment percentages. The planner accounts for step-ups in its projections and automatically adjusts transaction execution.
Can I export plans for compliance?
Can I export plans for compliance?
Yes. Every plan generates a compliance-ready PDF with the risk profile, asset allocation, SIP recommendations, and suitability assessment. All plans are versioned and stored for audit trails.