INVEST INN PROVIDES

 

   
     
     
 
  Personal Data Form
 (Please fill up the following to enable us to give right advice)
 
 
 
     
 
PERSONAL INFORMATION
         
  NAME      
   
 
       

DATE OF BIRTH

AGE

MARITAL STATUS

SEX

MALE  FEMALE
 
  MAILING ADDRESS      
       
 
     
PHONE MOBILE EMAIL
     
 
 
OCCUPATION
         
  NAME OF ORGANIZATION   DESIGNATION  
     
  ADDRESS      
   
 
PHONE MOBILE EMAIL
 
         
 
FAMILY DATA
         
  NAME OF SPOUSE
 		  DATE OF BIRTH
 		 
  OCCUPATION
 		  PHONE
 		 
  CHILDREN 1
 		  DATE OF BIRTH
 		 
  CHILDREN 2
 		  DATE OF BIRTH
 		 
  CHILDREN 3
 		  DATE OF BIRTH
 		 
         
 
FINANCIAL INFORMATION
     
 

ANNUAL INCOME (Rs.)

  
  YOURS   SPOUSE  
     
  HOUSE   VEHICLE OWNED  
  OWN  RENTED   4 WHEELER  2 WHEELER  
 

LIFE INSURANCE

  
  YOURS : SUM ASSURED   ANNUAL PREMIUM  
     
  SPOUSE : SUM ASSURED   ANNUAL  PREMIUM  
     
         
 
INVESTMENTS/ASSETS :(INDICATE APPROXIMATE FIGURES)
         
  BANK DEPOSITS   MUTUAL FUNDS  
     
  SHARES   POST OFFICE SCHEMES  
     
  RBI BONDS   TAX SAVING BONDS  
     
  REAL ESTATE   PENSION PLANS  
  COMPANY DEPOSITS   OTHER ASSETS  
     
         
 
FUTURE FINANCIAL GOALS
         
  HOUSE
 		  CHILDREN'S MARRIAGE
 		 
  CAR
 		  TAX PLANNING
 		 
  OTHER ASSETS
 		  RISK COVER
 		 
  EMERGENCIES
 		  RETIREMENT
 		 
  CHILDREN'S EDUCATION
 		  OTHERS
 		 
         
 

   

 
 
 

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