Free Datasheet and Sample Plan

Today I am sharing a data sheet where you can fill this and send it back to me on apurushothamancfp@gmail.com. I will do a free review and send you a sample plan.

Personal Information

Your Name:
Address:
E-Mail ID:
Phone Number:
Date of Birth:
PAN Number:
Occupation:
Marital Status:

 Dependent Details

Dependent Name	DOB	Relationship

 Income Details

Income Earner	Income Type	Monthly Amount

 Expenses

 Assets

Savings Bank

Assets Type	Current Amount

 

FD/RD/EPF/PPF/ VPF / Sukanya Samriddhi Scheme/ NSC/ SCSS / KVP/ Atal Pension Yojan

Asset Type	Current Balance	Interest Rate	Monthly Contribution	Start Date	End Date	Periodical /Compounded

 Mutual Funds/ Equity Shares / Bonds / NPS / ULIP’s

Fund Name	Units	Monthly Contribution

     Chitty

Self/ Dependent	Chit Fund Name	Salary	Monthly Contribution	Start Date	End Date	Bided

 Liability Details

Self/ Dependent	Loan Type	Outstanding Amount	Interest Rate	EMI

Insurance Details

Self/ Dependent	Insurance Policy Name	Sum assured Amount	Annual Premium	Start Date	Maturity Date	Premium Payment Term

Goals Details

Goal Name	Goal Year	Present Amount

 

When do you want to retire?
If you are to retire today expected monthly expenses?
Are you resident in India?
Are you ready to invest with us?

 

Your financial concerns:

·

 

Purpose of meeting