INDIVIDUAL’S FINANCIAL DETAILS

INDIVIDUAL’S FINANCIAL DETAILS

1. BASIC DETAILS

Name                                       :

Gender                                     :

D.O.B / Age                             :

Father’s Name                         :

Occupation                              :

Employed in                            :

Monthly Income                      :

PAN Card No.                         :

2. DETAILS OF FAMILY MEMBERS

Sl. No	Family Member Name	Relationship	Details of Education / Job	Other Details
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3. MONTHLY CONSUMPTION DETAILS

Sl. No	Consumption Details	Amount (Rs.)	Remarks
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Total Consumption Amount

4. INVESTMENT DETAILS

Sl. No	Investment Description	Amount (Rs.)	Remarks
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Total Investment Value

5. ASSET / PROPERTY DETAILS

(1) Movable Property Details

Sl. No	Property Description	Property Value (Rs.)	Remarks
1	Cash & Bank Balance
2	Jewellery Details
3	Share Market
4	Mutual Fund
5	Commodity
6	Home Appliances & Furniture
7	Motor Vehicles
8	Other Properties
9
10
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12
Total Property Value

(2) Immovable Property Details

Sl. No	Property Description	Property Value (Rs.)	Location & Area of the Property	Remarks
1	House
2	Flat
3	Land
4	Other Properties
5
6
Total Property Value

6. DEBT / LOAN DETAILS

Sl. No	Name & Address of the Lender	Type of Debt / Loan	Debt Amount (Rs.) & Interest Rate (%)
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Total Debts

7. FUTURE FINANCIAL NEEDS

Sl. No	Description of Financial Need	Time Required for the Need	Amount (Rs.)	Remarks
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Total Amount

8. FINANCIAL HEALTH REPORT

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9. FINANCIAL CHECKUP RATING:   /100

10. OTHER FINANCIAL DETAILS

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