CLIENT PROFILE FORM

Name ___________________________

Occupation ____________________

Address _____________________________________________________________
D.O.B ____/____/_____

Marital Status:

Single

Married

If Married, Spouse Name _________________ Spouse DOB ____/____/_____

FAMILY DETAILS
Name

Relationship with Dependent

Age

FINANCIAL GOALS
Goals

Year

Goal Amount

Priority

CURRENT INVESTMENT PORTFOLIO

INSTRUMENT

CURRENT VALUE

Cash-Cash/Bank Balance/Liquid Funds

Equity-Stock/Equity Mutual Funds/ESOPs
Debt-Bond/FDs/Debt Funds/Post Office Schemes/PPF

INCOME & EXPENSES

Self

Spouse

Current Monthly Income(Rs)(NET of Tax & EPF/GPF Contribution

Expected Annual Increase in Income (%)
Average Monthly Household Expenses(Rs)*
Your Personal Monthly Expenses (Percentage of current household expenses)
*All household expenses excluding insurance Premiums & loan EMIs

*private & confidential

PERSONAL ASSETS & LIABILITIES

Assets

ASSETS
Market Value

LIABILITIES
Amount

Liabilities

If Life Insurance then Provide the Detail

LIFE INSURANCE DETAILS
Policy Type

Owner

Begning Year

Ending
Year

Goal

Sum
Assured

Annual
Premium

No. of Annual
Premium left

RETIREMENT PLANNING
Self

Spouse

Retirement Age
Basic Salary (if Salaried)
Current Balance in EPF/GPF(Rs)
Monthly EPF/GPF Contribution(Self & Employer
No. Of Years in Current Employment
Pension from Employer after Retirement
Annual Growth Rate of Pension
Post Retirement Monthly Expenses*

FUTURE CASH INFLOW & OUTFLOW

Date from -To

Cash Inflow
Amt P.A

Medium

Date from -to

Cash Outflow
Amt p.a

Medium

RISK TOLERANCE LEVEL

Conservative

Moderate

Aggressive

*private & confidential

Client Signature

______________________

Advisor Signature

______________________

*private & confidential