Investor Form

Personal Details

Name

Email

Contact No.

Family Composition

Family Member

Relation

DOB

Occupation

Income Tax

Self

Spouse

Child 1

Child 2

Dad

Mom


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Financial Goals

Financial Goal

Appox.Amount Needed today (Rs.)

Contingency Funds
Elder Child Higher Education
Younger Child Higher Education
Elder Child Merriage
Younger Child Merriage
Retrement (Self & Spouse)
Foreign Vaction
House Purchase
Any other Financial Goal 1
Any other Financial Goal 2