Comprehensive Financial Planning

Personal Information


Family Members & Dependents

Add description about Family Members & Dependents


Cash flow STEP-1

(If the spouse is working mention income of self + spouse ex. 60k + 40k)


Cash Flow STEP-2

Add Expenses Details


Note

Al Field is Fill as in a Currency Amount

*Living Expense includes Groceries, Electricity, Telephone, Petrol, Cable, Water Bill, Maid payments

**Other Exp includes Education fees, allowances to children, school books,

***Discretionary expense includes Entertainment expenses like shopping, movies, hotels, Gym, etc.


Net Worth


Liabilities

Explain your Liabilities  in this section


Investment Details

PPF

(If both have PPF, write entries in the same column separated by comma)


Bank FD

Add some details about your bank fixed deposites


Other Fixed Instruments

Add details about some other fixed deposite


Stocks

Write Self/Spouse after the Stock name


Mutual Funds - one time

Write Self/Spouse after the fund name


Mutual Funds : SIP

Write Self/Spouse after the fund name

 

Note: W-weekly, M- monthly, Q- quarterly


Life Insurance

Write Self/Spouse after the policy name


Health Insurance

fill some information about health insurance


The information provided in this application shall not be shared to anyone else and is kept confidential