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,