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    This document contains a portfolio assessment form requesting personal details such as name, date of birth, marital status, spouse and children details, occupation, income, assets, liabilities, insurance coverage, investment details, and retirement goals. It collects information to evaluate a person's current financial standing and make recommendations to help them achieve their investment and retirement objectives.

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    This document contains a portfolio assessment form requesting personal details such as name, date of birth, marital status, spouse and children details, occupation, income, assets, liabilities, insurance coverage, investment details, and retirement goals. It collects information to evaluate a person's current financial standing and make recommendations to help them achieve their investment and retirement objectives.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
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    Download as docx, pdf, or txt
    8 views1 page

    Quick Check

    Uploaded by

    smsmba
    This document contains a portfolio assessment form requesting personal details such as name, date of birth, marital status, spouse and children details, occupation, income, assets, liabilities, insurance coverage, investment details, and retirement goals. It collects information to evaluate a person's current financial standing and make recommendations to help them achieve their investment and retirement objectives.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
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    of 1

    PORTFOLIO ASSESMENT

    NAME-... MOBILE NODATE OF BIRTHMARITAL STATUSD D M M Y Y Y Y

    MARRIED Yrs WORKING

    SINGLE

    SPOUSE AGE (IF MARRIED)SPOUSE OCCUPATIONKIDSNO KIDS 1st KID Age2nd KID Age3rd KID AgeOCCUPATIONANNUAL INCOME EMAIL ADDRESSHOME LOAN LIABILITY SERVICE Yrs Yrs Yrs

    HOME-MAKER

    BUSINESS Lacs (Approx)

    YES

    NO

    TOTAL INSURANCE COVER-(LACS) APPROX. MEDICAL COVER FOR FAMILY-.( LACS) PER ANNUM INVESTMENT STATUS1. 2. 3. 4. 5. 6. 7. PPF LIC/TRADITIONAL POLICIES ULIP FDr Mutual Funds Monthly SIP/RD Bonds Annual Annual Annual Annual Annual Annual Annual 50 55 60 65

    WISH TO RETIRE AT THE AGE OF-

    Your net worth to the world is usually determined by what remains after your bad habits are subtracted from your good ones & Investment is Good One

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