DOB*

Married Yes No

Monthly Income

Monthly Expense(EMI Inc)

Percentage Of Income Invested

• <10%
• 10-20%
• 20-30%
• 30-40%
• >40%

Existing Insurance Coverage SA

Existing Health Coverage SA

Current Investment

SIP

Equity Lumpsum

Debt Lumpsum

EPF/PPF

Goals	Targeted Amount	Targeted Number Of Years
Child Education 1
Child Marriage 1
Child Education 2
Child Marriage 2
Home Purchase
Car Purchase
Vacation