PERSONAL INFORMATION

TELL US ABOUT YOU AND YOUR FAMILY

Date of birth
Full Name Relationship PAN Number Mobile
(dd-mm-yyyy)

YOUR INCOME DETAILS

Owner Income Type Monthly Amount Continues Till Years

Total Rs. -
Email
Tell us your risk profile
Your risk profile helps us understand how much investment risk you can take.
Question Answer

How secure are your current and future income from sources such as salary/ business/ profession Somewhat secured
Do you have enough cash or liquid investments put aside to meet unforeseen events like job loss or
sudden hospitalization? Somewhat
Are you comfortable paying EMIs towards your current loans & do you think you'll be able to continue
paying them in future? Yes

How long have you been invested in equity related products like stocks, mutual funds, equity ULIPs etc? >5 years
Approx. what percentage of your investments is currently held in equity related products like
stocks,mutual funds, ULIPs etc? >50%
What would you do if your equity investments fell by more than 10% over a short period? Do nothing

What percentage of your monthly household income could you normally make available towards savings? >30%
With information about your goals, we will show you whether you are on track to achieve your goal and what are t

Would you like to plan for your Retirement?

Age you want to retire Your current monthly expenses? Change in Retirement
60 -10%

Education Goal
Who are you planning Age at the time of course Annual Course expenses in
this for? Start Age End Age today's value
18 22

Marriage Goal
Who are you planning Marriage expenses in today's
Age at the time of marriage
this for? value

Vacation Goal
Which year do you plan to travel? Travel expenses in How often would it occur?
Start Year End Year today's value (in years)

House/Car Goal

What are you planing for? When are you planning to buy? House's cost as on today.
Other Goals

What are you planing for? By when do you want it? What's the target amount?
ve your goal and what are the savings required.

Priority

Give this goal a name Priority

Higher Education

Give this goal a name Priority

Give this goal a name Priority

Give this goal a name Priority

Give this goal a name Priority
This info helps you in two ways. We will consolidate this into one place to give you a real time status of your networth. Secondly, we will allocate these assets to your goals.

FIXED/ RECURRING DEPOSITS

Owner Type Amount Invested Maturity value Commencement Date Maturity Date
(dd/mm/yyyy) (dd/mm/yyyy)

REAL ESTATE ASSETS

Owner Type* Purchase Year Purchase Value* Market Value Description

RETIREMENT ACCOUNTS
Balance as on Employee's Monthly Employer's Monthly
Owner Current EPF Balance* Account Type*
(dd/mm/yyyy)* Contribution* Contribution*
POST OFFICE SAVING SCHEMES

Amount Invested/ Balance as on/ Purchase Maturity Date

Owner Account Type* Maturity value
Accumulated Value Date (dd/mm/yyyy)* (dd/mm/yyyy)*

CASH AND BANK

Owner Asset Type* Current Value* Description
FD/RD Number Interest/
Coupon Rate

Description
 Account/
Approx. Yearly
Certificate
Investment
Number
MUTUAL FUNDS (Tip: You can also gather this data from consolidated account statement by vis
Investor Name Scheme Name
consolidated account statement by visiting camsonline.com)
Scheme Code Folio No. Transaction type Transaction Amount Units
NAV Transaction Date
STOCKS (Tipe: You can also get this details from NSDL or CDSL statement or from your respective stock broking account.)
Investor Name Scrip Name Scrip Code Transaction type Quantity
LOANS
Principal Amount EMI EMI Continues till
Owner Loan Type* Frequency Interest Rate (%)
Outstanding Amount* (mmm-yy)
Financial Institution
LIFE INSURANCE
Commemcement
Insured Policy Name Policy Number Date Sum Assured Premium Amount
(dd/mm/yyyy))

GENERAL INSURANCE
Commemcement
Insured Policy Name Policy Type Policy Number Sum Assured Date
(dd/mm/yyyy))
 Premium Policy Term Premium Paying
Frequency (Years) Term (Years)

Annual Premium Tenure

Amount (Years)