Life Insurance Customer Need Assessment

Customer ID: 136042165 Account no. : 50100328314859

CUSTOMER PROFILER

Name : TIJ RAM VERMA

Email : ATIRTHARAMJI@GMAIL.COM
Phone : 919068565301 Gender : Male
Life Assured DoB : 16/01/1993 Life Assured Age : 0
Occupation : Spouse's Occupation :
Marital Status : Single Number of Children : 0
Life Assured
Relationship PAN no. : BWGPV2972M
with Proposer / payer:
Annual Income : 250000
Customer Signature :

Objective for Buying Insurance

Protection with long term investment

Investment Risk Profile chosen by you is Moderate

a) I do not want to risk interest or principal (Conservative).
b) I will only be comfortable with small degrees of risk (i.e to income, but not to capital) ( Moderate).
c) I am comfortable accepting the risk that the value of my investment could decline from time to time and
I am willing to put my principal at risk by investing in volatile investments(Aggressive).

Kindly Note:

If your risk profile is conservative, we do not recommend Equity investments in ULIP.

Please always refer to product brochure and benefit illustration for a complete understanding of product features and
risk on investment

Investment horizon chosen by you

NEEDS ANALYSIS FOR CURRENT INSURANCE POLICY

The product selected after need analysis is HDFC Life ProGrowth Plus offered by HDFC Standard Life Insurance Company Limited
I confirm that the purchase of HDFC Life ProGrowth Plus is done after understanding all similar products available with Bank as per my
requirement.
HDFC Bank Limited("HDFC Bank") is registered with Insurance Regulatory & Development Authority of India (IRDAI) as a corporate Agent
(Composite), IRDAI Registration No. CA0010 for distribution of Insurance Products. HDFC bank currently has arrangements with HDFC Life
Insurance Company Limited, Tata AIA Life Insurance Products and Aditya Birla Sun Life Insurance Company Limited for the distribution of
Life insurance products.

Customer Name:TIJ RAM VERMA

Customer Signature :
Life Assured Signature if different from Proposer/Payer :