NEED ANALYSIS CHART

Name: Wife:

Age: Age:

Occupation: Occupation:

Annual Income: Annual Income:

_________________________________________________________________________________________________________________

Child 1: Child 2: Child 3

Age: Age: Age:

Education/Occupation: Education/Occupation: Education/Occupation

_________________________________________________________________________________________________________________

Annual Income : ___________________________

Monthly Expense : ______________________ x12 = ___________________ ( Yearly Expense)

Investments (Subject to Risk)(Inflation Friendly)—Taxable Income

Stock Market: Yes No Approx return:________________

Mutual Funds(SIP) : Yes No Approx return: ________________

Investment on Assets —Taxable

Real Estate: Yes No

Gold : Yes No

Non- Liquid Funds :

National Saving Certificate (NSC) : Yes No

Public Provident Fund (PPF) : Yes No

Fixed Deposit (FD) : Yes No

FINANCIAL SECURITY EXPENSES:

Vehicle Insurance : Yes No

Health Insurance for Entire Family(Medi-claim) : Yes No Sum Insured: _____________________ Lac

Life Term Insurance : Yes No Sum Assured: _____________________

Any other Insurance:

GOALS:

Long-Term Goals :

i) Pension