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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.
Profession
D D M M Y
Status: Y Y Relationship
Single
Married
Others
D D M M Y
Status: Y Y Relationship
Single
Married
Others
D D M M Y
Status: Y Y Relationship
Single
Married
Others
D D M M Y
Status: Y Y Relationship
Single
Married
Others
Profession
Notes:
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 %
% P.E.R.P. : Percentage of Expense to include in Retierment Planning. Income ratio Expenses ratio Your Your
% %
Spouse Spouse
% %
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:
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.