NAME

Yogesh Jain
Shoaib Qureshi
Chandrakant Sonaiya
Devendra Dhamun
Dr. Sampada Kapse
Pratibha Nair
Nilesh Buch
Vina Binandani
A. J. Bhambhani
Murli Bulchandani

CONTACT NO
8879166335
9820698674
9909914951
9879513301
9429814484
9879679730
9825229750
9428680183
9925455177
9879583458

GENDER
b
b
b
b
a
a
b
a
b
b

AGE
a
a
c
a
c
b
c
d
d
d

MARITAL STATUS
d
d
a
a
a
a
a
a
c
a

ANNL HOUSEHLD
c
b
b
b
d
c
d
d
d
c

EDUCATION
d
d
c
c
d
d
c
c
d
c

PREFERENCE
OCCUPATION EQUITY/DER MF BOND/DEBT RE POD PPF COMM BULLION FD INS NSC DEP(1)
a
2 4
3 2
2
5
5
2 1
1
5 NIL
a
3 4
3 1
2
2
5
5 2
1
5 NIL
a
1 5
2 2
3
1
2
3 5
1
2 Wife
b
5 5
5 4
3
5
5
5 2
1
5 Wife
a
2 2
3 1
1
1
5
3 3
2
1 NIL
a
5 3
3 2
4
2
4
2 3
4
5 Son
d
1 5
3 1
5
2
2
5 3
4
1 Wife
a
1 5
5 2
4
4
5
5 1
2
4 Daughter
a
1 4
4 1
5
1
5
5 2
2
4 Son
a
1 1
5 1
5
1
2
2 4
3
5 Wife

RESP

RESP (AGE)
DEP(2) DEP(3) DEP(4)
NIL
NIL
NIL
NIL
NIL
NIL
Son
DaughterNIL
NIL
NIL
NIL
NIL
NIL
NIL
DaughterNIL
NIL
Son
NIL
NIL
NIL
NIL
NIL
DaughterMother NIL
Son

DEP(5)
NIL
NIL
NIL
NIL
NIL
NIL
NIL
NIL
NIL

EXP RS
DEP(6) CLOTH MEDICAL EDU
NIL
3000
1250 NIL
NIL
1500
1250 NIL
NIL
4000
1000 5000
NIL
1000
3000 NIL
NIL
2000
100 1000
NIL
1000
500 6000
NIL
3000
3500 2000
NIL
3000 NIL
10000
NIL
8500
4100 2900
3500
3000 NIL

RENT OTHER CHID ED

6000 2000 NIL
6000 1000 b
NIL
6000 c
NIL
15000 NIL
3000 c
NIL
NIL
b
8500 b
NIL
15000 c
NIL
2900 c
NIL
20000 NIL

AMOUNT
NIL
250000
360000
NIL
7800000
2000000
2000000
150000
750000
NIL

SOURCE
NIL
a
c
NIL
a, c
a
d
d
a
NIL

CHID MARR
NIL
NIL
1,4
NIL
4,9
2,1
1,5
3
7
2,5

AMOUNT
NIL
NIL
1200000
NIL
3000000
Cant Say
3000000
1500000
2500000
3500000

SOURCE
NIL
NIL
c
NIL
c
a
d
d
a
a,b,d

HOUSE
2500000
NIL
1200000
2500000
NS
5000000
15000000
1500000
3500000
5000000

ASSET OWNERSHIP (RS

GOLD
LAND
FD
CAR
200000 NIL
100000
NIL
NIL
NIL
NIL
150000 300000 100000 300000
50000 NIL
NIL
NIL
NS
NS
NS
NS
2500000 5000000 300000 NIL
500000 2000000 200000 750000
500000 500000 500000 400000
2000000 1000000 1200000 400000
300000 700000 1200000 NIL

OTHER
300000
150000
100000
150000
NS
NIL
750000
500000
2000000
NIL

TYPE
NIL
Education Loan
NIL
House Loan
HBL
Gold Loan
Car Loan
NIL
NIL
NIL

LIAB/LOAN
AMT OUTS PAY
NIL
NIL
700000 150000
NIL
NIL
800000 NIL
800000 32000
230000 NIL
265000 NIL
NIL
NIL
NIL
NIL
NIL
NIL

INT
NIL
14
NIL
NIL
12
12
10
NIL
NIL
NIL

NO OF INST PEND
NIL
60
NIL
62
NS
NIL
26
NIL
NIL
NIL

EQUITY
100000
NIL
60000
NIL
500000
NIL
750000
500000
2000000
NIL

GOVT
NIL
NIL
30000
NIL
NIL
NIL
200000
NIL
NIL
100000

INVEST
MF
RETIRE SCHI
NIL
NIL
NIL
NIL
NIL
110000
NIL
NIL
NIL
10000 PM
3000 PMNIL
200000 NIL
NIL
NIL
NIL
NIL
NIL
NIL

OTHER House/land Rank

NIL
3500000
NIL
3000000
1700000
4000000
NIL
NIL
NIL
NIL
NIL
5000000
NIL
5000000
NIL
4000000
NIL
3000000
NIL
500000

TIME HRZ Medical treatment Rank

3
10
1000000
2
5
2000000
7
10
300000
NIL
NIL
NIL

TIME HRZ
6
15
4
10
6
5
NIL

5
3
2
4
1

2
2
7
1

5
20
10
10
1 NIL

1500000
2500000
200000
500000
NIL

15
20
20
5
NIL

Marriage Rank
800000
1000000
1200000
NIL
NIL
1000000
3000000
2500000
2500000
1500000

TIME HRZ Childrens education

Rank
4
6
3000000
1
3
3000000
5
14
2000000
NIL
NIL
NIL

TIME HRZ Car

7
20 1000000
3
15 600000
1
11 500000
NIL
NIL

4
6
1
3
2

3
1
5
2

20
15
4
7
2 NIL

2000000
5000000
500000
2000000
NIL

NIL

12 700000
15 1500000
3 1000000
5 500000
NIL

Rank

NIL

PREF
TIME HRZ Starting a new business
Rank
2
3 NIL
5
10 NIL
4
2
120000
NIL
NIL
NIL
6
5
3
5

NIL

NIL

2 NIL
5
2 NIL
3 NIL
NIL

2500000
NIL
NIL

TIME HRZ
8 NIL
8 NIL
3
5
NIL
7 NIL
4
8 NIL
NIL
NIL

Retirement amount to be needed

Rank
2500000
2000000
1000000
NIL
NIL
2000000
3000000
Pension
500000
3000000

TIME HRZ
5
25
6
20
8
15
NIL
1
7
6 NA
6
3

25
25
10
8

PRIM GOAL 19 20 21 22 23 24 25 26
Cash amount required
Rank
500000
100000
500000
NIL
NIL
NIL
600000 PA
1000000
NIL
NIL

NIL

TIME HRZ
1
2
7
6
2
2
NIL

d
d
e
d
e
8 NIL
d
8 Every Year e
4 Every Year e
7 NIL
c
NIL
a

c
c
c
c
d
c
d
c
c
a

a
d
c
b
c
b
c
c
b
c

b
c
b
c
b
c
b
b
b
b

a
a
d
d
a
b
a
b
e
d

d
c
b
c
c
c
d
d
d
d

a
b
c
c
c
b
a
c
c
c

c
c
c
c
c
c
a
c
c
c

e
e
c
c
d
c
d
c
d
c

27 28 29 30 31 32
e
c
c
c
d
b
e
b
c
c

a
b
d
c
e
b
c
b
b
b

c
c
d
c
e
c
e
d
d
d

c
c
c
d
b
d
a
b
c
b

c
b
b
d
d
b
b
c
b

e
e
c
b
c
c
a
c
b
e