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Customer Data Gathering Form
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Customer Data Gathering Form
Basic Details- Family Members
DOB
Name of Family Members
Relation
Self
Spouse
Child-1
Child-2
Mother
Father
Age
Dependancy Status
Retirement Age
Residential Status
Resident Indian
Non Resident Indian
Additional Information
Name
Mobile No.
Email Address
Address
Designation
Company
Working since-yrs
Group Mediclaim
YES
NO
Group Life Ins
YES
NO
Group PA/CI
YES
NO
Health History
Financial Awareness, Discipline & Well-being
Name
I am aware of charges by insurance, mutual fund, bank and credit cards
YES
NO
I organize and protect my financial statements and online login details
YES
NO
I am aware of the tax saving avenues available and utilizing them
YES
NO
I have a consolidated portfolio of Mutual Funds, Insurance & Stocks
YES
NO
All my investments are nominated to the person of my choice.
YES
NO
I channelize savings into investments. They don’t lie idle in bank.
YES
NO
I have always made investments with a purpose/for a future goal.
YES
NO
I am aware of how my employment benefits like PF, Sperannuation, Gratuity, Group Insurance are structured and work for me.
YES
NO
My spouse is also aware of all the financials like investments, insurance, where documents are stored, how to manage finances in my absense.
YES
NO
I have a Will in place and sure of how my assets will be distributed in case of eventuality
YES
NO
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