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  • Data Gathering Sheet Married

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    ANKIT
    12 views3 pages
    The document contains personal and financial details needed for financial planning, including name, address, income sources, expenses, assets, liabilities, and life goals such as retirement, children's education, and marriage. It collects information on income, taxes, investments, savings, debts, insurance, and expected life events to calculate a monthly surplus/deficit and develop a plan.

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    The document contains personal and financial details needed for financial planning, including name, address, income sources, expenses, assets, liabilities, and life goals such as retirement, children's education, and marriage. It collects information on income, taxes, investments, savings, debts, insurance, and expected life events to calculate a monthly surplus/deficit and develop a plan.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    12 views3 pages

    Data Gathering Sheet Married

    Uploaded by

    ANKIT
    The document contains personal and financial details needed for financial planning, including name, address, income sources, expenses, assets, liabilities, and life goals such as retirement, children's education, and marriage. It collects information on income, taxes, investments, savings, debts, insurance, and expected life events to calculate a monthly surplus/deficit and develop a plan.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    Personal details

    Your name
    Spouse name
    Address

    Pin code
    Email id
    Telephone number
    Marital status
    DOB
    Pan number
    Name
    DOB
    Other dependants

    Basic Asssumptions

    Retirement age
    life expectancy

    Income & Expense Calculation

    Income Source
    Name of Company

    Gross monthly income

    Investment income (p.m)


    Bonus
    Others

    Direct deductions

    Income tax
    Professional tax
    EPF
    Others

    Net monthly income


    Expenses

    Home expenses - Rent/EMI or Both


    Travel & Conveyance
    Food, Groceries & Utilities
    Car loan EMI
    Other loan EMI
    Entertainment
    Miscellaneous expenses

    Total expenses

    Monthly surplus

    First name
    First name

    Last name
    Last name

    Mobile

    Landline

    Your's
    Your's
    Child 1
    Child 1
    Name & relation
    Name & relation

    Spouse
    Spouse
    Child 2
    Child 2
    DOB
    DOB

    Your's
    Your's

    Spouse
    Spouse

    Self

    Spouse

    Financial Expenses - Annual basis


    EPF
    life insurance premium
    PPF/NSS/NSC/ Others
    ELSS
    Other tax saving investments

    Self

    Spouse

    Self

    Spouse

    Self

    Spouse

    All accounts

    All accounts

    Total

    Other financial exps

    Non-life premiums
    Medical premiums
    Others
    Others
    Others

    Total

    Final surplus

    Assets

    LIQUID ASSETS

    Cash
    Savings Account
    Recurring deposit
    Jewellery
    Life insurance (cash value)

    INVESTMENTS

    Mutual funds
    Fixed deposits
    Bonds
    Equities
    Post office savings
    PPF
    KVP
    NSC
    Real estate
    Real estate Residential
    Gold - coins,bars
    Others

    Total Assets - A

    Specify type

    Specify type

    Net worth (A-B)

    Liabilities

    Self

    Spouse

    Property loan
    Vehicle loan
    Personal loan
    Business loan
    Education loan
    Loan from friend/relative
    DEBT
    Credit card dues
    Income tax dues
    Term plan premium
    Health insurance premium
    Utility dues
    Advance from employer
    Alimony
    Others

    Specify type

    Specify type

    OUTSTANDING LOANS

    Total Liabilities - B

    Life events

    Amount needed today

    Years to reach the goal

    Wishes

    Amount needed today

    Years to reach the goal

    Marriage
    Retirement
    Child's education
    Child's Marriage

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