Power Your Money

  • +91 9332 306 502
  • vikash@niveshsarathi.com
  • S.P. Mukherjee, Murgasol, Asansol West Bengal 713303

Financial Plannning Form


Personal Detail
Name Date of Birth
SpouseName Spouse Date of Birth
Anniversary Date
Children Detail
Name Date of Birth
Address Detail
Address
State Country
City Pin Code
Phone No Mobile No
Email

Asset (Current Value)
Financial Assets
Cash Bank Deposits
Company Deposits Savings Account
Direct Equity PF/PPF/Retirement Plans
RBI Infrastructure
KVP/NSC Infrastructure
Other
Vehicles
2 Wheelers 4 Wheelers
Jewellery
Pure Gold Pure Silver
Gold Jewellery Diamond Jewellery
Real Estate
Commercial Pesidential
Land Other Physical Assets
Mutual Funds (current Value)
Debt Fund Equity Fund Balance Fund
Liquid Fund MIP

Liabilites (Current Liability)
Particular EMI No. of Installment Pending Rate Of Interest
Home Loan
Personal Loan
Mortgage Loan
Other1
Other2

Protection Planning

Life Insurance
Name of Policy Risk Cover Premium Renewal Date Maturity Date Maturity Amount

Health Insurance
Name of Policy Risk Cover Premium Renewal Date

Other Insurance
Insurance For Insurance(yes/no) Risk Cover Premium Renewal Date
2 Wheeler
4 Wheeler
Residential Property 1
Residential Property 2
Commercial Property 1
Commercial Property 2

Cash Inflow (MONTHLY)
Particular Yearly Amt Expected Increase YoY(%)
Salary (Self)
Salary (Spouse)
Interest Income
Rent Income
Dividend Income
Business Income

Cash Outflow (MONTHLY)
Household expenses (Rent, Food, utlities, fuel, medical, etc.)
Investment/Insurance Commitments

Child Future Planning
Name of Child Particular Schooling High School Graduation Post Graduation Professional Education Wedding
Current Cost
Years To Goal

Retirement Planning
Retirement Age (years)
Approx Retirement Expense As A % Of Current Expense (Note: Assume That If You Are Retired Today What Would Be The Retirement Expense As A % Or Your Current Household Expense) %
Annuity Rate (Note: Expected Risk Free Rate Of Interest Post Retirement) %
Pre Retirement Inflation Rate %
Post Retirement Inflation Rate %
Life Expectancy in years
Annuity Rate %
Your compulsory monthly PF contribution (incl. company)
Your spouses compulsory monthly PF contribution (incl. company)
Current value of Investment towards Retirement
Expected Return Rate on current Investment %

Other Goals
Goal Name Years To Goal Current Cost Self Finance% Expected Increase In Cost Existing Investment Expected Return On Existing Investment Loan Tenure Loan Interest Rate (in%)

Risk Profiler

What is Your age?
 Above 50 Between 40 and 50 Between 30 and 40 Below 30

Your investment experiance can be described as:
None: I have no prior investment experience
Moderated: I have no Experience investing but would like further help
Extensive: I am an active and experienced investor
Limited: I have very little investment experience

When i invest money my primery goals to:
Preserve the value of my investment and minimize the risk of my wealth losing its value.
Generate current income and also grow the value of investments over time by taking little risk
Grow the value of investments over time by fair taking the risk
Grow the value of investments substantially over time by taking a considerable amount of risk

What is the ideal Highest & lowest Expected returns combination accourding to you?
5 % & 3 % 10 % & 0 % 15 % & -3 % 20 % & -7 %

The degree to which the value of an investment moves up and down is called volatility (risk). With how much volatility are you comfortable? :
As little as possible. I want to focus on current income and stability of value .
Some. I am willing to accept the occasional losses in value as long as my investments have some potential for growth over time.
Moderate. I am willing to take the moderate risk as long as my investments have a greater potential for growth over time.
A considerable amount. I am willing to take a substantial risk in pursuit of significantly higher total returns.

You are financially responsible for (exclude dependants who can be supported by your spouse's income) :
more than 3 persons besides your self
1 more person besides your self
2-3 persons person besides your self
only your self

For More detail Contact us @ vikash@niveshsarathi.com or call us : +91 9332 306 502



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