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
 
         
 

   

 
 
 

  TOP  

 
 
 
 
     

Invest Inn (P) Ltd., 5D, HAYA Tower, T.C. 52/948, West Fort Junction,
Thrissur-680 004, Ph:(011) 0487-2970874, Mob: 9249494903,9895054431

   
 

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