Comprehensive Financial Planning

Private and Confidential

Fact Finder

Congratulations! For being among enlighten souls who realizes the importance & need for undergoing a complete Financial Planning for you & your family You are just 1 step away of having your own Financial Plan.
What is Financial Planning(FP)? FP is the process of establishing personal & financial goals and creating a roadmap to reach them. The FP exercise is a must & most recommendable for any person at all times.

Your Personal Profile

Your Name Date of Birth: Status: Children City Pin Code Recommended Risk Profile Equity % Debt % Cash Designation % 0 Address Single D D M M Y Y Y Y If you don't mind Married Others Contact Number Educational Qualification Email ID 0 State Expected Retirement Age Conservative Portfolio Occupational Details Country in Years- Eg:58 Balanced Portfolio Have You Prepared a Will? Aggressive Portfolio Y/N Gender: Male Female

Family Members Details

Spouse Name Gender: Male Female Educational Qualification Net Monthly Income (Rs.) Name Gender: Male Female Educational Qualification Date of Birth: D D M M Y Y Status: Y Y Relationship Single Married Others Date of Birth: D D M M Y Y Status: Y Y Relationship Single Married Others

Profession

Retirement Age I want to include spouse income for entire plan

Profession Name Gender: Male Female Educational Qualification Date of Birth:

Net Monthly Income (Rs.)

D D M M Y

Status: Y Y Relationship

Single

Married

Others

Profession Name Gender: Male Female Educational Qualification Date of Birth:

Net Monthly Income (Rs.)

D D M M Y

Status: Y Y Relationship

Single

Married

Others

Profession Name Gender: Male Female Educational Qualification Date of Birth:

Net Monthly Income (Rs.)

D D M M Y

Status: Y Y Relationship

Single

Married

Others

Profession Name Gender: Male Female Educational Qualification Date of Birth:

Net Monthly Income (Rs.)

D D M M Y

Status: Y Y Relationship

Single

Married

Others

Profession

Net Monthly Income (Rs.)

Notes:

Income & Expenses

Income (Monthly)
Salary/Business/Profession Net Income (Rs.) (self income) Rental/Other Income (Rs.) (self other income) Monthly Saving(Rs.) Postal RD/Bank RD/SIP Etc.)

Make Arrangement for Contingency Fund for Make Arrangement for Your Spouse Contingency Fund for

Months Months Expenses (Monthly) PERP % PERP % PERP % Income ratio Mobile Phone (Rs.) Household Servants(Rs) Dining Out(Rs) PERP % PERP % PERP % Other Expenses(Rs.) Medical Expenses(Rs) Electricity (Rs.) PERP % PERP % PERP %

House Rent (Rs.) Transportation(Rs) Clothing (Rs.)

PERP % PERP % PERP

Telephone (Rs.) Groceries (Rs.) Education fees

% P.E.R.P. : Percentage of Expense to include in Retierment Planning. Income ratio Expenses ratio Your Your

% %

Spouse Spouse

% %

Goals & Liabilities

Goals
Goal Type Eg: Education Planning Goal Planning For Eg: Rahul Current Amount Required in Rs. Target Year Eg:2025 Expected Inflation% Expected Return %

Liabilities
Liability Type Eg: Home Loan Last Installment Date Eg: dd/mm/yyyy EMI (Rs.) Rate Of Interest on Loan Current Outstanding Amount (%) Liability Holder Self / Spouse

Notes:

Assets & Policies

Your Investments
Asset Eg: Postal NSCs Invested Amount Current Value Maturity Value Rate of Interest % Invested Date dd/mm/yyyy Maturity Date dd/mm/yyyy

Life Insurance Policies

Company Name Type Of Policy Term, Health Policy Holders self, spouse Premium Frequency Single, Annual Premium (Rs.) Sum Assured (Rs.) Start Date dd/mm/yyyy Maturity Date dd/mm/yyyy

I agree that all the information provided by me in this form is true & fair to the best of my knowledge. Date: d d m m y y Place: Signature: __________________________

We Thank You For Your Details and Would Soon Approach You With Your Own Detailed Financial Plan.