Financial Planning Quesionnaire01

FINANCIAL PLANNING QUESIONNAIRE
The Better the Information ------The Better the Recommendations
Personal Information
Parameters
Client
Spouse
Full Name
Address
Home Ph no.
Sex
Smoker/Non-Smoker
Occupation
Business Address
Type of Work
Office Ph no.
Email ID
TBNG Financial Consultants 17, Veer Mahal, Opp. Center Point, Dr. B. A. Road
Near BharatMata Theatre, Lalbaug - Lower Parel (E), Mumbai 12
Phone +91 22 24712757
Dependants
Name
Relationship
Birth
date
Marrie
d
Financiall
y
Independ
ent
Income (FILL FORM AP I)

Particulars
Business/Profession
Salary (Adding all)
Interest/Dividend
Others
Total
Monthly
Annually
Expenses (FILL FORM AP II)

A. Fixed Expenses
Particulars
Living Expenses
Loan Re-payment
Insurance Premiums
Others
Total
Monthly
Annually
Phone +91 22 24712757
B. Variable Expenses (if any)

Particulars
Annually
Total
Total Expenses (Annually) :
(A + B ) =
Investment Goals (FILL FORM AP III)

Consideration
1
Ratings
3
Liquidity
Safety of Capital
Capital Appreciation
Tax Advantage
Non-interrupting Investment
Preserving Estate for heirs
Comments (if any) :
Phone +91 22 24712757
Retirement Planning
Parameters
Retirement Age
Comments
Early Retirement Possible
Health Problem
Any trip (travel)
Company Pension plan
Any Purchase to be done?
Comments (if any) :
Phone +91 22 24712757
Goals & Objectives
Short Term
Target Date
Cost today
Intermediate
Target Date
Cost today
Long Term
Target Date
Cost today
Other Goals :
Phone +91 22 24712757
Estate Planning
Do You Have a Will
Any Specific Requirement regarding

distribution of asset for particular
people/trust
Does anyone hold your Power of
Attorney
Do you plan to write your will
Comments (if any) :
Phone +91 22 24712757
Insurance Planning
Name
Policy
Name
Policy No.
Term Left
Premium
(yr)
S.A.
Current
Value
(If Any)
Phone +91 22 24712757
Assets & Liabilities

Assets
Particulars
Cash
Present Value
Remarks(if any)
Bank Savings A/c

Property
Car
Arts
Jewellary
Others
Total
Liabilities
Particulars
Amt
Outstand
ing
EMI
Payment terms
Remarks
Mortgage (Home)
Car Loan
Creditors
Private/Family
Loans
Phone +91 22 24712757
Others
Others
Total
Phone +91 22 24712757
Discussion Priorities
Please Number in Order of Importance

Financial Planning
Review Insurance
Investment Ideas
Mortgage Financing
Retirement Planning
Tax Planning
Disability Protection
Education Funding
Monitoring my Investment
Comments (if any) :
Phone +91 22 24712757
Is there anything, you think we left out?

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Phone +91 22 24712757
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Notes (if any)
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Phone +91 22 24712757
FEES
Where written plan with recommendation have been requested, a

Fee of Rs. 15000 + Service Tax is payable for this service.
DECLARATION
I request you to provide me a written plan with recommendations
o achieve my goals & objectives.
I understand that the recommendations given in the written plan

will be based on the information provided by me in the
Questionnaire.
___________________
Name
________________
Signature
______________
Date
Phone +91 22 24712757

Financial Planning Quesionnaire01

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FINANCIAL PLANNING QUESIONNAIRE

The Better the Information ------The Better the Recommendations

Income (FILL FORM AP I)

Expenses (FILL FORM AP II)

B. Variable Expenses (if any)

Total Expenses (Annually) :

Investment Goals (FILL FORM AP III)

Comments (if any) :

Early Retirement Possible

Any trip (travel)

Company Pension plan

Any Purchase to be done?

Comments (if any) :

Goals & Objectives

Do You Have a Will

Any Specific Requirement regarding

Do you plan to write your will

Comments (if any) :

Assets & Liabilities

Bank Savings A/c

Please Number in Order of Importance

Comments (if any) :

Is there anything, you think we left out?

Where written plan with recommendation have been requested, a

I understand that the recommendations given in the written plan

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