May I Help You

1

• May I Help You
• to plan
• True Wealth?

2

• If YES,
• Please Tell me about
• YOU.

3

• Name Address.
• Date of Birth Present Age
• Dependents Name Age
• Wife Mrs.
• Father Mr.
• Mother Mrs.
• Son Ma.
• Daughter Miss
• Others

4

• Present Income.
• Monthly Rs. Annual Rs..
• Present Expenses.
• Living Exp Rs.
• Education Exp. Rs.
• Medical Exp. Rs.
• Entertainment Exp. Rs.
• Exigencies Rs.
• Others Rs.
• Total Fixed Family NeedsRs. P.m.
• Rs. X 12 Rs. p.a.

5

• Present Loans / Liabilities ..
• Loan Outstanding Installment
• -Housing Loan Rs. Rs.
• -Vehicle Loan Rs. Rs.
• -Education Loan Rs. Rs.
• -Consumable Loan Rs. Rs.
• -Mortgage Loan Rs. Rs.
• -Total Rs. Rs.
• -Repayment Need Rs. X 12 Rs.
  p.a.

6

• Your specific financial Needs during next 20
  Years.
• Purpose Year Amount
• 1.
• 2.
• 3.
• 4.
• 5.
• Total Amount.Rs.

7

• Present Investments
• Investment Amount Maturity
• Date Value
• -NSC
• -KVP / IVP
• -RD with Banks
• Post Office
• -Fixed Deposits
• -Mutual Fund
• -Shares
• -Total Investment Value Rs.

8

• Present Insurances
• Type of Policies.. S I Period
  Maturity date
• -Endowment Plans
• -Money Back Plans
• -Term Insurance
• -Pension Plans
• -Children Plan
• -Others
• -Total Insurance Value. Rs.

9

• Particulars of last three Financial Years.
• 04 05 05 06 06 - 07
• -Income
• -Income Tax paid
• -Rebate u/s 88
• -Rebate u/s 80 D

10

• Current Years Investments done.
• -Investments made till date if any..
• 1.
• 2.
• 3.
• 4.
• 5.
• 6.
• Total Amount Invested Rs.

11

• Assessment for Insurance
• HLV (Annual HH Exp. X100/5 ? Rs
• Debts ? Rs
• Total Life Cover Required ? Rs
• Less Existing policies ? Rs
• Proposed Requirements ?Rs

12

• Insurance Planning Investment Sum
  Insured
• -Life Time Super.
• -Smart Kid.
• -Life Time Pension.
• -Health Assure plus.
• -Term Insurance.
• -Others.
• -Total Amount Rs.

13

• Assessment for Income Generation.
• a-Present Income Rs.
• b-Less Fixed Expenses Rs.
• c-Less Debts Repayment Rs.
• d-Add Additional Insurance Provision Rs.
• e-Add Additional Investment Provision Rs.
• f-Gross Short fall (a-b-cde) Rs.
• g-Inflation _at_ 5 Rs.
• h-Net Short fall (fg) Rs.

14

• May GOD Bless you with The Right Thought
• Give you ability to Convert it into Action.
• Dr Harish Dave
• True Wealth Consultant
• Call ? 0 9374 10 1139
• E mail ? maxsuresuccess_at_gmail.com
• Thank You.