Let's get started

Let's get started

Step 1 of 7

Name
Date of Birth
Email
Phone
Sex
Place of Birth
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Marital Status

Occupation
Number of dependents/family members
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Do you have health insurance policy?

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Do you have an emergency fund?

(what is emergency fund-An unexpected financial need or a sudden loss of job – Do you have enough surpluses to sail through it? Liquid money set aside for such emergencies is your emergency or contingency fund.)

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What are your liabilities? Home loan Car loan Credit car loan Consumer loan
Financial assets Fixed deposits Equity mutual funds Direct equity shares PPF EPF NPS Term insurance ULIPs Guaranteed insurance plan Other
What are your life goals? Children’s school education Children’s higher education Buying a house Planning a vacation Retirement
Total Income
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Any other goal

Eg:Buying Car, Dream Vacation, Startup etc.