Palm leaf portal from Gopast was launched on April 14th 2014, and has got subscribers both from within India and outside as well. The main usage has been on "Ask RG" menu where people ask me questions related to Financial planning, Wealth management, Retirement, Motivation, Leadership etc and the next most used menu is "My Resources"

1. A TREASURE OF WISDOM
PALM LEAF
A PORTAL OF GOPAST
COMMENCING 14TH APRIL 2014

2. This portal will be an extension of Gopast on
your desktop/laptop/tabs/pads/mobile.
The whole team of Gopast have strived to
make it “A treasure of Wisdom” and will be
continually striving to keep up the quality of
this portal through timely updates, and info
and with creative designs and layouts.
Menus on Palm leaf like My tools, My
resources, Ask RG, My Videos, Thoughts
and blogs, and News provides you a feel of
attending my sessions in person at your will
and convenience.
A TREASURE OF WISDOM
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3. A TREASURE OF WISDOM
A financial services marketeer can take
these tools to the prospect/client and
store them on his My Customer page for use again on such calcula-tions
and explanations.
CNA Tools contain 3 methods of calculating Capital Need Analy-sis
estimating the Life Insurance Needs. Primary method, Working
Capital Method and the Sum of 4 types of Capitals required for a
family. The output can be in a chart (graph) form, text form and
shown to the client live and then if required be sent to the client by
email or as a printed letter.
HLV Tools contain 2 methods of calculating Human Life Value of a
person to recommend Life Insurance to the person. One the pri-mary
method and the other the scientific method. The output can
be in a chart (graph) form, text form and shown to the client live
and then if required be sent to the client by email or as a printed let-ter.
Net Worth is tool to draw the personal balance sheet of the Client
estimating his Assets and Liabilities and advice on covering the
negative Net Worth. This tool gives a brief introduction of the Five
elements of Finance and the two methods of funding an asset. The
output will be in a Table form and shown to the client live and
then if required be sent to the client by email or as a printed letter.
A/H is a powerful tool to estimate the Risk classification our clients
family is presently in. The output will highlight the risk classifica-ii
MY TOOLS
Menu of My Tools

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tion and it will keep changing automatically as the fields are being
filled in.
Orbit changing tasks: This a tool to monitor ourself as to how
much of time we allocate to such jobs that can lift us from one orbit
to another orbit altogether. This does not talk about incremental
growth, but it shows astronomical growth. The outputs can be
saved and retrieved for our own review and corrective actions.
Financial Pyramid: All the four sides of financial pyramid is
shown here. And each page by itself is a menu and you can navi-gate
through a big spread of assets and compare the strengths and
setbacks of each of the class to build a correct portfolio for the cli-ent.
As you navigate through these assets you can show the charts
(graphs) of price movements of Gold, Equities, Real Estate Assets
with historical data updated up-to the current month every month.
The output will be a visual treat to the client.
Portfolio Analysis: Is a tool to decide strategies for penetrating the
market and will show what we are missing from the market. This
tool is for our own study of the existing segmental analysis of our
present profile of our customers.
Expenses Provision Method and Replacement Ratio Method are
tools for Retirement planning. These tools are very powerful and
contain a strong logic for providing adequate funds for retirement
right away. The output can be in a chart (graph) form, text form
and shown to the client live and then if required be sent to the cli-ent
by email or as a printed letter.

5. A TREASURE OF WISDOM
My Resources is a menu where you
will get thousands of pages of Wis-dom.
It is almost an University contain-ing
different faculties like, Financial Planning, Legal Aspects re-lated
to Financial assets, Actuarial Concepts, Risk Management
Principles, Macro Economic Statistics and explanations, Marketing
Management, Communication Skills, Self Management, Psychol-ogy
of Success, Aspects of Stock market investments, Enterprise
Management, Customer Service, Estate planning, Corporate Insur-ance
Solutions, Niche Marketing concepts like MWP Act Policies,
Datas and Statistics related to all these topics and Inspiring writ-ings.
These pages have been created by me over the last 8 years
ever since i started Gopast in 2006. There are almost 2000 pages of
information available.
The best part of this is that you can navigate using key words. You
can at your time schedule read and enhance your knowledge on all
these topics. In my estimate it might take anyone more than a year
to read, understand fully and implement all the ideas gradually.
While you are on My Resources you will find that i am available to
you on “Ask RG” Menu to clarify any queries that you may rise on
the topics listed in Resources.
These pages are contain thoughts that can be shared with your chil-dren,
to shape their future, thoughts that can be shared with clients
to enhance their growth in their respective areas, thoughts that can
be shared with any other professional to provide turning point in-sights
to their lives.
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MY RESOURCES
Menu of My Resources

6. v
A testimonial on how useful some of these resource materials will
be to us and to the people around us is given here under.
“EXCELLENT ! Well done Gopast.
Your contribution to making leaders is highly commendable.
Keep up the good work.
Best wishes,
Eraj”
Mr Eraj Wijesinghe is the Chairman and MD of the Bartleet Group
of companies. Director of LIC Lanka, is the Chairman of the
Bartleet Group of Companies. Past Chairman of the Colombo Stock
Exchange. Has held the position of Honorary Vice Consul General
of the Netherlands to the Republic of Sri Lanka and Maldives from
1972 to 1990. Past Vice President of the Asian Badminton Confed-erationHe
also held the position of Vice President of the National
Olympic Committee.
The articles contained in these my resource pages have been read
and downloaded by people from various parts of the Globe, Lead-ing
amongst them (top 15) in terms of domicile are:
1) India,
2) USA,
3) UK,
4) France,
5) Germany,
6) Canada,
7) UAE,
8) Sri Lanka,
9) Singapore,
10)Malaysia,
11)Indonesia,
12)Thailand,
13)China,
14)Japan, and
15)Nepal.

7. A TREASURE OF WISDOM
Ask RG is where you ask me - R. Gopinath, questions on various
topics that you may feel like asking me. For example some objec-tions
raised by some clients during the sales process, or some serv-ice
related issues, or about your own personal life.
I will sincerely try to answer those questions, either through email
or over phone or over a video chat as the issue might demand.
The purpose of this menu to become a partner in progress, where
we can mutually help each other to realize our life visions.
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