Fact Finding

Published on December 2016 | Categories: Documents | Downloads: 37 | Comments: 0 | Views: 280
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FINANCIAL PLANNING.
ABOUT CLIENT

NAME

DD/MM/YYYYY
D.O.B

AGE

DESIGNATION COMPANY

SALARY TAKE HOME

PACKAGE

BASIC

MARTIAL STATUS

D.O.B: DD/MM/YYYYY
NO.OF KIDS

D.O.B. DD/MM/YYYYY MOTHER S AGE:

D.O.B.

DD/MM/YYYYY

FATHER S AGE :
PARENTS

DD/MM/YYYYY

DD/MM/YYYYY

ABOUT CLIENT S SPOUSE

NAME

DD/MM/YYYYY
D.O.B

AGE

DESIGNATION

COMPANY

SALARY TAKE HOME PACKAGE

BASIC

INSURANCE/ULIPS/HEALTH

FUNDS ALLOCATION %

GROWTH EXPECTED IN %

NO.OF PREMIUM PAIDS

POLICY DATE OF COMMENCEMENT

COMPANY/PLAN NAME

EQUITY/DEBT

EQUITY/DEBT

TILL/WILL

MUTUAL FUNDS/FD S AMC NAME GROWTH EXPECTED IN % MODE OF SIP/LUMPSUM AMOUNT/ FOLIO NUMBERS SINCE

ANY OTHER INVESTMENT

CONTRIBUTION TOWARDS YOUR PPF & EPF PUBLIC PROVIDENT FUND AMOUNT IN YOUR ACCOUNT APPROX : EVERY YEAR CONTRIBUTION EMPLOYE PROVIDENT FUND GROWTH %

HOW MUCH OLD

PROPERTY RESIDENTIAL/COST OWNED RENTED PLANING TO BUY NO. OF PROPERTIES LOCATION ANY LOAN TOTAL VALUE COMMERCIAL/COST GROWTH % TILL YOUR RETIREMENT

RETIREMENT PENSION PER MONTH

AGE YOU WANT TO GET RETIRE

PROVISIONS

LIABILITIES TYPES

AMOUNT/MONTH/YEARLY

DURATION

KIDS S EDUCATION/ MARRIAGE GRADUATION HOW MUCH IT COST TODAY ACCORDING TO YOU REQUIRE IN YEARS INFLATION % GROWS POST-GRADUATION MARRIAGE IN YOUR COMMUNITY

RISK APETITE PREDIVERSIFICATION of Rs.100/PRE- RETIREMENT POST- RETIREMENT % IN EQUITY

RETIREMENT
% IN DEBT

POSTEQUITY GROWTH IN %

RETIREMENT DEBT GROWTH IN %

EXPENSES TODAY COST HOUSE HOLD HOME LOAN PERSONAL LOAN CAR LOAN EDUCATION MEDICAL INVESTMENTS/INSURANCE COMMITMENTS TRAVELLING EXPENSE SIPS OTHER EXPENSES BUSINESS LOANS OTHER LOAN TOTAL EXPENSE IN A MONTH INFLATION RATE PRE-POST RETIREMENT

I do hope that you find this information suitable to meet your investments needs and look forward to having your relationship with us. In case you have any further clarifications, please feel free to call me on 99******** or e-mail me at ***xxx@y******. Only on working days & between 09:00AM-07:30PM.

We look forward to assisting you and servicing your investment needs. Sincerely yours,

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