Financial Health Check
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Name
Mobile Number
Net take home Family income (monthly)
Your age group—you age is between *
Number of Dependant Family Members on Your Income *
Earning Members in the Family *
Emergency Fund
In Case of Un-usual Situation, How Many Months You Can Survive Without RegularFamily Income *
Risk Management
Please provide details as follows---
Health insurance --- Sum insured
Disability insurance --- Sum insured
Life Insurance Total --- Sum Insured
Per month EMI                                                                        Total amount of EMI per month
Per Month Savings and Investment                                Total Amount of Per Month Savings and Investment
Do you have a written financial plan??
Clear selection
Do you have a wriiten WILL for distribution of your wealth?
Clear selection
Who is your financial advisor?
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