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 Fact Finder

Thanks for choosing us as your financial planner. We appreciate your confidence and will always do our best to deserve your trust. We assure you this inf
confidential and will not be disclosed to anyone without your consent. Our aim is to provide you with a complete and comprehensive plan that is tailored
situation and needs. We request you to kindly provide us with the accurate and correct information so that we can create an effective plan for you.

Name
SRIKANTH REDDY MORA

Address

Date of Birth 6/7/1986

(dd/mm/yyyy)

Contact number 9873316982

Whatsapp Number 9873316982

Email id SRIKANTH03565@GMAIL.COM

PAN Card No: ARFPM4791E

Your family member details:

Date of birth
Name Age (dd/mm/yyy Relationship
y)
NAVYA GANGULA 28 8/18/1992 WIFE
AADYA REDDY MORA 2 3/2/2018 DUGHTER

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What is your current age ?

Somewhere within all of us, there is a dream to reach a point in life where we have
enough wealth to be able to choose the work we would like to do and the pace at
which we would like to work, if at all we feel like working; a point also referred to
as financial freedom.

How many years from now would you target being financially free?

After you become financially free, how much amount you would required to meet your
monthly expenses in today's cost?

After you become financially free, apart from monthly living expenses, how much amount
you would required to meet your annual recurring expenses like vacation, gifts etc?

To appropriately plan for financial freedom it is necessary to make some assumptions such
as inflation, life expectancy and rate of return earned from investment.

On your regular spending, what rate of inflation would you like to plan for ( % p.a)
(The realistic assumption would be 6% to 8% p.a.)

What would be your estimate of the rate of return ( p.a., net of taxes) you could earn at that time
by putting your money in investments guaranteed by the Government?
(The realistic assumption would be 7% to 8% p.a.)

What would you estimate as to the maximum age up to which you could live?
(The realistic assumption would be 80 years to 85 years)

Apart from financial freedom, there would be other dreams that you might like to plan for;
like children's education, marriage, buying car, flat / house / plot, vacations and the like.

Dream 1 Dream 2

Description of Dream

At today's prices, how much

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would this dream cost?
How many years from now
would you like to realise this
dream?
What do you estimate the impact of
inflation on this dream? (% p.a)
Would you like to take a loan
to finance this dream?
If yes, for what % of the cost
would you take the loan?
What would be the period of
the loan? (in years)
What is the rate of interest
you expect to pay? (% p.a)

Dream 5 Dream 6

Description of Dream

At today's prices, how much

would this dream cost?
How many years from now
would you like to realise this
dream?
What do you estimate the impact of
inflation on this dream? (% p.a)
Would you like to take a loan
to finance this dream?
If yes, for what % of the cost
would you take the loan?
What would be the period of
the loan? (in years)
What is the rate of interest
you expect to pay? (% p.a)

CURRENT INCOME & EXPENSE DETAILS:

What is your current monthly income, net of taxes?

At what rate do you expect this income to increase each year ( % p.a)

What other income, if any do you anticipate for this year only? ( ex. Bonus)

Kindly provide if you have any other regular income apart from salaries.

Amount
Source
(Per Month)
Rental income
Income from interest / dividend
Any other source

What are your current living expenses per month?

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( This includes expenses like house hold expenses, telephone bill, school fees, rent, outing etc which recur monthly
and not includes EMI and insurance premium etc)

For your contignecy fund, how many months of a break would you like to plan for?
(The realistic assumption would be 4 to 6 months)

Apart from your monthly living expenses, what are your recurring annual expesnses?
(such as vacations, gifts to friends and relatives etc)

At what rate do you expect your expenses (living expenses+other annual recurring
expenses) to increase each year? (% p.a)

What other expenses, if any, do you anticipate for this year only?

CURRENT INVESTMENT DETAILS:

What is the current value of your investments? This would include your investment in
shares, bonds, deposits, mutual funds, money in your savings account etc.

What is the value of your other assets? This would include your assets like
house, land, jewellery, flat etc

LOANS & LIABILITIES:

Give details of your structured loans if any?

Loan 1 Loan 2

Description of loan

Rate of interest (% p.a)

Monthly installment

No of months left

Outstanding loan amount

Do you have any outstanding liabilities (other than structured loans)? If so what would
be the amount?

INSURANCE DETAILS:

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What are the details of your life insurance policies?

Insurance 1 Insurance 2

Description

Risk cover

Annual premium

Total term

No.of years of premium

to be paid

What are the details of mediclaim policies for you and your dependants?

Insurance 1 Insurance 2

Description

Sum insured

Annual premium

Individual/ company provided

policy

We will provide you the solution soon.

Regards,

Holistic Investment planners (p) Ltd.,

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u this information is strictly
tailored to your specific financial

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Dream 3 Dream 4

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Dream 7 Dream 8

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Loan 3

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Insurance 3

Insurance 3

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