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Client No.

Age
1

Gender
64 Make

Annual Salary Marital Status


800,000 Married

Monthy expenditire
Liabilities to banks/friends
40000 Yes

Amount of Liability
1600000

Expenses per month for liability


Insurance Policies
10000 No

Annual Premium
No

Amount paid for annual premium


No

Income after quitting a job


800000

Equity investments
SIP/Mutual Funds/Gold

Best mode of investments


SIP/Mutual Funds

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