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Goal GPS Fact Finder Form

The document is a Goal GPS Fact Finder Form designed to collect personal and family information for financial planning. It includes sections for personal profiles, family member details, goals summary, assets and policies, and investments. The form concludes with an agreement statement and a note of appreciation for the provided details.

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sujeetshrivastva123
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26 views3 pages

Goal GPS Fact Finder Form

The document is a Goal GPS Fact Finder Form designed to collect personal and family information for financial planning. It includes sections for personal profiles, family member details, goals summary, assets and policies, and investments. The form concludes with an agreement statement and a note of appreciation for the provided details.

Uploaded by

sujeetshrivastva123
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Goal GPS Fact Finder Form

Your Personal Profile


Your Name
Date of Birth: D D M M Y Y Y Y If you don't mind… Gender: Male √ Female √
Status: Single √ Married √ Others √ Contact Number
Children 0 0 Educational Qualification Email ID
Address
City State Country
Pin Code Expected Retirement Age in Years- Eg:58

Family Members Details


Spouse Name
Gender: Male √ Female √ Date of Birth: D D M M Y Y Y Y Status: Single √ Married √ Others √
Educational Qualification Relationship
Profession Retirement Age
Net Monthly Income (Rs.)

Name
Gender: Male √ Female √ Date of Birth: D D M M Y Y Y Y Status: Single √ Married √ Others √
Educational Qualification Relationship
Profession Net Monthly Income (Rs.)

Name
Gender: Male √ Female √ Date of Birth: D D M M Y Y Y Y Status: Single √ Married √ Others √
Educational Qualification Relationship
Profession Net Monthly Income (Rs.)

Name
Gender: Male √ Female √ Date of Birth: D D M M Y Y Y Y Status: Single √ Married √ Others √
Educational Qualification Relationship
Profession Net Monthly Income (Rs.)

Name
Gender: Male √ Female √ Date of Birth: D D M M Y Y Y Y Status: Single √ Married √ Others √
Educational Qualification Relationship
Profession Net Monthly Income (Rs.)

Name
Gender: Male √ Female √ Date of Birth: D D M M Y Y Y Y Status: Single √ Married √ Others √
Educational Qualification Relationship
Profession Net Monthly Income (Rs.)

Notes:
Goals Summary
Goals
Goal Type Goal Planning For Current Cost Target Year Expected Expected Return
Inftaction
Eg: Education Planning Eg: Rahul in Rs. Eg:2025 7% 12%

Notes:

Assets & Policies


Your Investments
Asset Invested Amount Current Value Maturity Value Interest Invested Date Maturity Date
Eg: Postal NSCs % dd/mm/yyyy dd/mm/yyyy

Life Insurance Policies


Company Name Type Of Policy Policy Premium Frequency Premium (Rs.) Sum Start Date Maturity Date
Term, Health self, spouse Single, Annual dd/mm/yyyy dd/mm/yyyy
I agree that all the information provided by me in this form is true & fair to the best of my knowledge.

Date: d d m m y y Place: Signature:

We Thank You For Your Details and Would Soon Approach You With Your Own Detailed Goal Plan.

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