204x Filetype XLSX File size 0.05 MB Source: www.arthamfinometry.com
First Name Last Name * Please include details of only those family members who are financially dependent on your family's income * Please mention details of other entities like; HUF, family trust etc. if available * Do add rows in excel sheet if required Income Details Self Type of occupation Net salary or Business income Rental income Interest income Expected annual increment in income Income tax slab for previous year *In case of a salaried employee; please share last available salary slip & EPF passbook * Please share any major inflows that you are expecting in coming 3 years. This could be inheritence, sale of property etc. Type: Per month average expense to be mentioned Self Food & groceries Children school or College expenses House rent, maintenance & repair Conveyance, fuel & maintenance Medicines, doctor & healthcare expenses Electricity, water, maid & maintainence charges Mobile, telephone & internet charges Clothes & accessories Loan EMIs: Should match with liabilities sheet Insurance premiums: Should match with liabilities sheet Shopping, gifts, whitegoods and gadget expenses Dining, movies, sports & recreation expenses Personal care & club membership fees Annual taxes & regulatory fees Travel & annual vacations Support to parents, siblings etc * Please mention per month average expenses against each head * In case of periodic/annual nature of the expenses, please convert it in monthly and mention the same Investments Last available valuation Bank deposits Corporate deposits Bonds PPF NSC Equity shares Mutual Funds Real estate other than home Gold & Silver ETFs, coins or bars ULIP insurance plans PMSs AIFs Others Assets Last available valuation Residential property Owned office or shop Car(s) & Bike(s) Jewellerry Savings bank & cash in hand Recievables from friend/family Others * For critical evaluation of exisiting investments; please provide detailed sheet or detailed valuation report of all investments. Such report should contain investor name, product name, investment date, maturity date, interest rate etc. Details of loans EMI Home loan Car loan Bike loan Personal loan Business loan Education loan Loans from family or friends Others Insurance Premium Amount Life insurance Healt care insurance Motor insurance Home insurance Others * Please share all relevant documents pertaining to Life & Healthcare insurance for accurate analysis and understanding of current risk cover. Financial Milestones Year Contigency fund: 8 months of monthly expenses - Graduation Fees: Child 1 Graduation Fees: Child 2 Car Post-graduation fees and other expenses: Child 1 Post-graduation fees and other expenses: Child 2 House Wedding cost: Child 1 Wedding cost: Child 2 Annual holiday expenses Build a corpus for setting up a business in future Holiday home Post retirement expenses: Self Post retirement expenses: Spouse Charity Children trust funds as legacy * Please do not fill details in blocks which are highlighted in red * Do add any specific milestones which are not mentioned in the table above
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