Before you proceed, please refer following points. ( Demo Version - All Functions are working, but work as backdated) How this Financial Planning Questionaire work? 1 All the data you will input in the questionaire, all depends on plan date. 2 First of all, you should fill all the personal & dependants basic details including date of birth. other details will depend on accuracy of this details. 3 You should fill all the data in white background cells only. You cannot change any other part details. 4 In some questions, there is a access of answer through drop down selection cursor through mouse / alt+down arrow. 5 There is two options in income - First is - Salary Income, which is including calculations & rising options on Page no. 2. It is either %wise OR Amountwise. You can select the option, it is rising every year or in whatever time frequency gap you select. There is a option for salary for yourself & for your wife. If, your wife doesn't going to continue in her job, please don't fill her salary details. Second - if you have income from business or self employed, you should directly enter income details on Page -4 6 On Page No. 3, you should enter your expenses details, each headwise. If you wants to change details of expenses head, you can replace the same. If you do not wants to enter separate expenses details, you can put summarised figure directly in expenses section on Page No. 4. / Other wise you can select a data under dropdown list of expenses section. 7 All the data for income & expenses as well for future planning, you can put estimate inflation in each head separately. It is %wise OR Amountwise, whatever you would like to opt. If you would not like to input or unsure, inflation figures are taken as general inflation rate as quoted in Assumptions. 8 On page no. 4 your business income, spouse income & you can input other income details upto retirement & after retirement. Same as in expenses section, you can access the details on expenses section of page no. 3 or directly input the same. This is also for pre -retirement & post retirement. Child expenses are included in Child future planning. so, there is no separate head for child expenses. First 5 years data for child planning, are taken as expenses & others are taken in child future planning section. 9 For Post retirement expenses, you can opt with how much amount of expenses you will be comfortable in retirement. It is also a subject to inflation. 10 For Report Presentation purpose, there is 3 type of return assumptions. i.e. Aggressive, Moderate & Conservative. That is also for Pre-Retirment & Post Retirement. For Post Retirement Scenario, you will get 3 x 3 - 9 scenario. 11 You have Option for Future Planning section is Child Future Planning ( For 2 Child), Future Financial Planning Need & Future Dreams ( 11 Goals). For Retirement Planning - Planning for Retirement Expenses & other any of 4 retirement needs. You should mention goal priority with High, Medium, Low & Optional in each head. You should categorise each goal in Needs & Dreams carefully. 12 On Page No. 5, there is a Assets & Liabilities details. You can change name of assets as per your discretion under category movable & immovable properties. If there is a loan on this assets, also please input relevant details. 13 There is inbuilt 6 type of financial calculators with various various terms / rate scenario & Home Loan Calculator. I hope it will be more usefull to you. 14 On page no. 7, there is Risk Analysis Questionaire. You should give the answer with no. 1 to 5 in provided answer box. It is essential to find out which type of investor are you? i.e. Aggressive,Moderate or Conservative. 15 If there is any further details, which may affect your future financial plan, you may provide the same in page no.8. You can also input some additional information, you would like to provide us. All the details provided by you, will kept confidential. 16 Other sheets are related to your Life Insurance Policied, Fixed Return Schemes & Mutual Funds Investments. Please fill it according to instructions. 16 For any other information / clarifications - Please mail me : [email protected]Send your feedback / suggestions at www.moneycarefp.com
24
Embed
Personal Financial Planning Questionnaire / Data gathering sheet in Excel
Sample data gathering sheet for Personal Financial Planning. Personal Details, Risk Profiling, Investment Details, Future Need & Dreams. Sheet inbuilt with Financial Calculators. If you wants to make your Financial Plan / Wants same Excel Sheet, please mail me.
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Transcript
Before you proceed, please refer following points. ( Demo Version - All Functions are working, but work as backdated)
How this Financial Planning Questionaire work?
1 All the data you will input in the questionaire, all depends on plan date.
2 First of all, you should fill all the personal & dependants basic details including date of birth. other details will depend on accuracy of this details.
3 You should fill all the data in white background cells only. You cannot change any other part details.
4 In some questions, there is a access of answer through drop down selection cursor through mouse / alt+down arrow.
5There is two options in income - First is - Salary Income, which is including calculations & rising options on Page no. 2. It is either %wise OR Amountwise. You can select the option, it is rising every year or in whatever time frequency gap you select. There is a option for salary for yourself & for your wife. If, your wife doesn't going to continue in her job, please don't fill her salary details. Second - if you have income from business or self employed, you should directly enter income details on Page -4
6 On Page No. 3, you should enter your expenses details, each headwise. If you wants to change details of expenses head, you can replace the same. If you do not wants to enter separate expenses details, you can put summarised figure directly in expenses section on Page No. 4. / Other wise you can select a data under dropdown list of expenses section.
7 All the data for income & expenses as well for future planning, you can put estimate inflation in each head separately. It is %wise OR Amountwise, whatever you would like to opt. If you would not like to input or unsure, inflation figures are taken as general inflation rate as quoted in Assumptions.
8On page no. 4 your business income, spouse income & you can input other income details upto retirement & after retirement. Same as in expenses section, you can access the details on expenses section of page no. 3 or directly input the same. This is also for pre -retirement & post retirement. Child expenses are included in Child future planning. so, there is no separate head for child expenses. First 5 years data for child planning, are taken as expenses & others are taken in child future planning section.
9 For Post retirement expenses, you can opt with how much amount of expenses you will be comfortable in retirement. It is also a subject to inflation.
10 For Report Presentation purpose, there is 3 type of return assumptions. i.e. Aggressive, Moderate & Conservative. That is also for Pre-Retirment & Post Retirement. For Post Retirement Scenario, you will get 3 x 3 - 9 scenario.
11You have Option for Future Planning section is Child Future Planning ( For 2 Child), Future Financial Planning Need & Future Dreams ( 11 Goals). For Retirement Planning - Planning for Retirement Expenses & other any of 4 retirement needs. You should mention goal priority with High, Medium, Low & Optional in each head. You should categorise each goal in Needs & Dreams carefully.
12 On Page No. 5, there is a Assets & Liabilities details. You can change name of assets as per your discretion under category movable & immovable properties. If there is a loan on this assets, also please input relevant details.
13 There is inbuilt 6 type of financial calculators with various various terms / rate scenario & Home Loan Calculator. I hope it will be more usefull to you.
14 On page no. 7, there is Risk Analysis Questionaire. You should give the answer with no. 1 to 5 in provided answer box. It is essential to find out which type of investor are you? i.e. Aggressive,Moderate or Conservative.
15 If there is any further details, which may affect your future financial plan, you may provide the same in page no.8. You can also input some additional information, you would like to provide us. All the details provided by you, will kept confidential.
16 Other sheets are related to your Life Insurance Policied, Fixed Return Schemes & Mutual Funds Investments. Please fill it according to instructions.
16 For any other information / clarifications - Please mail me : [email protected]
Send your feedback / suggestions at www.moneycarefp.com
1
AgeRes.: 0Cell : 0
State : Country:
State : Country:
Age : 0
Age : 0
Dep
enda
nts
If W
orki
ng, G
ive
Det
ails Organisation :
Organisation :
Have you a habits of chewing Gutkha?
Financial Concerns
Job / Business?
Inflation
Generating IncomeOptimum Return
Regular Income
If suggested, are you ready to liquidate / remove suggested Life Insurance Policy?
Policy Name Insurer Company
Rider (if any)
Money Care Financial Planning Services,Contact : Satish Mistry, Mobile No. : +91-9725006862, E-mail : [email protected], Website : www.moneycarefp.com
Pers
onal
& F
amily
Info
rmat
ion
Birth Date :
If suggested, are you ready to repay your any of the outstandling loan earlier?
Working Field :
If in Job, Started Year
Start Date
Have you a habits of drinking alcohol?
Any permanent physical
disability?
If you have taken, Please give following details.
Basi
c Fa
mily
Con
cern
s / F
inan
cial
Con
cern
s
Working Field :
Do you know about life risk cover Term Plan? How it works?
For the purpose : To improve performance of your Investment Portfolio, Timely Goal Achivement, Remove bad & expensive financial products & Rebalancing of Portfolio.
Investment PrioritiesPolicy Name Start Date
>>> I wants to provide my future earnings / Future expenses of family in my absense.
If suggested, are you ready to liquidate / remove suggested Investment Products?
Your self rating as a Investor :
Annual Premium Sum Assured
Maximum Growth
Life Expectancy : Years
Birth Date :Working Status:
Covered under Health
Insurance?
Growth Over Time
000
Insurer Company Policy Type
Ease of Management
Dep
enda
nts &
Fam
ily H
ealth
Tax Relief/advantageTimely Goal Achivement
Preserve Capital
Have you or any family member ever suffered / suffering from?
Self Family History
Spouse InformationName :Education :
Retirement Planned at Age-Years00
Name
Safety/ SecurityLiquidity
Pers
onal
Ris
k Pr
otec
tion
Do you have any Personal Accident Insurance Coverage?
>>> I also wants to provide additionally to Housing requirement. to my family
If suggested, are you ready to cut down your discretionery expenses?
>>> I also wants to protect my family responsibilities with above requirements.
Note : Financial Planning is a very personalized affair. The questionnaire is therefore only a representative. Kindly provide, additional information, if any, which you think could have
bearing on your Financial Planning. All information being provided, kept confidential.
Sum Assured?
>>> I wants to protect all my Investment / Assets for my family
>>> I do not feel that, there is any further need of any insurance require to me or my family. Whatever insurance policy I have, will take enough care for me & my family.
Do you have any Critical Illness Insurance Coverage?
Plan Date :
10-Jan-2010
Location / City :
Have you a habits of Smoking?
0
You are comfortable with Rate of Return on Investment :
Sum Assured?
Your concern's for your family in your absense :
0
RelationshipSelf
Spouse / WifeFatherMother
Name 00
Office Address :
Location / City :
Retirement Planned at Age-Years
E-mail :
Life Expectancy : Years
If in Job, Started Year
Residential Address :
Name :
Residential Status :
Health Insurance Details
SexMarital Status :Education :Job / Business?
0
Contact No.:
Remarks ( if any)
Remarks ( if any)
Annual Premium Sum Assured
Date of Birth00/01/190000/01/1900
Sex0
FemaleMale
Continue on any Medications
or Drugs?
Major Surgery /Hospitalisation in last 5 Years?
Current Status Health Status
Female
00
Personal Financial Planning Questionaire ( Fill the details only in white background cells only )
2
BackMonthly Yearly
0 780No 6500 Yes 6500
780 780
0 No0
0 00 0
Back
Monthly Yearly
0 780No 6500 Yes 6500
780 780
0 Yes0
0 00 0
<< Select << Option : 2 Other Deductions
0
Current Salary Structure
0
Other Deductions
Self Contribution Employer Contribution
Salary & EPF Details for :
Yearly0
0
EPF Contribution Rate :
ESIC
Total Deductions
> Select > Option : 1 OR
Current Salary Structure
00
Entertainment
Net Salary
Monthly OR Amt. wise
Total Deductions
0 0
12%
EPF Contribution :
0
DA0
Retirement Age :
EPF Contribution :
EPF Limit
Click & Select Here
Salary Limit EPF
EPF Contribution :
9360
Salary Limit EPF
2012
0 0
EPF Contribution Rate :
OR Increase from
EPF Contribution Rate :
Salary Limit EPFEPF Limit
0
12%
if any Loan EMI deducted from Salary
Net Salary
OR Amt. wise
EPF Contribution Rate :
12%
Employer Contribution
Professional Tax
12%
Effective Salary (with EPF)
EPF Contribution :
9360
HRA
Year gap
EPF Deductions
<< Select << Option : 2
Rise %wise
OR
EPF Deductions
Every
Year gap
ESIC
Rise %wise
> Select > Option : 1 OR
Salary Increase Every Year
OR Amt. wiseRise %wise
0No. of years in Services -Completed 0Current Balance of EPF Account
Monthly
Medical
Salary Calculation Sheet (Spouse ) ( Fill only, if you have Salary Income, otherwise left it blank)
Special
Yearly Rise %wise
Total Salary
Salary & EPF Details for :
Fill only, if your spouse going to continue her job, otherwise left blank
0 0
Every
Total Allowances
Current Interest Rate on EPF
0
Current Interest Rate on EPFSalary Increase Every
Year
OR Increase from2
Conveyance
9.50%
Basic+ DA - Salary
Conveyance
OR Amt. wise
0
0
No. of years in Services -CompletedCurrent Balance of EPF Account
EPF Limit
Professional Tax
0
Basic Salary
HRA
Money Care Financial Planning Services,
Add : Other Allowances
Add : Other Allowances
Education000
2
OR
Special0
EPF Limit
Entertainment
0
0
if any Loan EMI deducted from Salary
Click & Select Here
Salary Limit EPF
2012
DABasic+ DA - Salary
0 0
0
0
Self Contribution
0
0
0
Total Salary 0
Education
Effective Salary (with EPF)
0
Retirement Age : 0
Medical
Total Allowances
00Basic Salary
0
Salary Calculation Sheet : ( Fill only, if you have Salary Income, otherwise left it blank)
3
Amt. Wise
OR %wise
Amt. Wise
OR %wise
0
0Yearly
0
0
Health Insurance Charges
Tours & Travelling / Holidays
0
Washing ExpensesCleaning -Sanitary Expenses
00
00
0
0
00
00
0
0
Films & Dining Out
0
00
0
00
Any Others
Regular MedicinesRegular Consulting Charges-DoctorsMedical expenses for Dependants
Any OthersAny Others
000
0
Any Others
Any OthersAny Others
0
000
0
0
Yearly 0
Clothing Expenses
Gas Cylinder / Supply Charges
Telephone Bill ChargesWater Bill Charges
Expenses for Guest
0
0
00
Home Improvement
0
00
00
0
House Repair Maintanance
Expenses Frequency Mode
Expenses
Amount Rs.
Total Expenses Amount Rs.
Personal ExpensesExpenses for Friends Bus / Train / Auto Fare
Vehicle- Services / Maintanance
Clothing Expenses
Term Plan - Life Insurance Premium
Income Tax / Other Taxes
0
Personal Accident Ins. Premium
House Rent
Beer / Alcohol / Cigarates
House Tax / Other Charges
0Petrol / Diesel /CNG -ExtraTrain / Bus / Auto Fare
0
FOO
D EX
PEN
SES Groceries
00
0
0
0
Please mention below - At what extent you can reduce / adjust the expenses as of today to improve
your financial position
0
Regular Expenses for DependantExpenses for Children
Suggest me adequate cost effective Life & Health Insurance coverage
0 0
00
Goal Amt. Rs.
0
-1
0Year
000
00
Requirementin Year ORFrom Year
Requirement upto year
Lumpsum
0
Lumpsum
0
0
Priorities withNeed OR
Dream
Lumpsum
Optional - Fill OR Left Blank
0
0
0
0
-1
Amt. Require for Total No. of
Years
RequirementType
Home Loan Amount Rs.
2527762076841
Lumpsum
All in one - 6 Financial Calculatorsby >>> www.moneycarefp.com
In month180
0
Proirities of Financial Needs / Dream
-1
0
366501
-1
Current cost of Home
Year
Lumpsum
Amt. to be require in future for following Needs / Dreams - in Lumpsum or reccuring nature - Use Calculators as per below
From Year >>>
Rate Gap :
0
OR Amountwise
00
Require in Year OR From Year
Lumpsum
0
Monthly
Special Need for Multiple Time
What is the maturity value on present lumpsum investment amount?
Will grow @ %
2020
0
00
Fina
ncia
l Cal
cula
tors
Particulars - Please Specify your Goal (Must necessary as Needs Otherwise optional is Dreams.)
24433421500000
0
0
0
From Year >>>
RequireEvery
Term-Year-Gap :
Particulars - Financial Goal
-1
-1
OR Amountwise
10000 Compounding Frequency for Lumpsum Investment OR Regular Investment Frequency OR Regular
Withdrawal / Loan Install. Frequency
Loan Tenure
LumpsumLumpsum
To generate adequate corpus for Retirement Expenses /Needs
0 0
Margin Money (if any)
Home Loan Calculator
Special Need for Multiple Time 0
Give me complete analysis of all life insurance policies & suggest me which one is to be retain or remove with reason thereof.
Yearly Requirement
0
Will grow @ %
0
0
RequireEvery
Grow @ Amt. wise
Final Goal Amount OR Regular Need Amt. - Goal
Year Onwards
-1 0
-1
0
Up to Year0
-1
9%
0
Also, I would like to seek your advice in following area
Margin Amt. Rs.
Child Future Planning
Hom
e Lo
an C
alc.
0
Every Month Loan Installment Amount Rs.
00
0
0
Select
OR Amountwise
Rate : (%)Term : (Years)
Present Lumpsum Investment Value :
Oth
er
Ob
ject
ive
Goal Amt. Rs.
Financial Needs / Dreams with given priorities only
Investment PlanningComplete analysis of Mutual Fund Investment Portfolio with recommend -ation to prepare efficient portfolio, which can earn better risk adjusted return & help to achive future financial goal smoothly & generate wealth.
Suggest also on other investment products like Post Office Scheme, Company FD, NCD, FDR, Cash A/c. to maintain better liquidity, asset allocation with earn return in tax efficient manner
Up to Year
Grow @ Amt. wise
Select &Search From
Rising Cost
21065
Loan Rate- % Require in Year OR From Year
0
Cost in Requirement
Year
6M
oney
Car
e Fi
nanc
ial P
lann
ing
Serv
ices
,Future Financial Goals - Needs & Dreams
112 13 24 35 4
2123 14 2
3 31 42 53
4
5
4 11 22 3
45
4
5
5
123 24 35 4
6 51234 15 2
7 31 42 5345
You are on a TV game show and you win Rs.10,000. You have a choice to keep the money or risk it to win a higher amount. You :
Are happy with the Rs.10,000 that you've earned
Risk the Rs.10,000 on a 25% chance of winning Rs.75,000
9
You have a substantial sum of money spare for about 6 months after which you need this sum to repay a loan, thi s sum is currently not invested anywhere. You would:
Willing to take risks for higer returns
Your Answer - Choice 1 to 5
Which one of the following best describes your feeling immediately after making an investment, you :
8
doesn't matter as you already have enough wealth
Are satisfied and content with the decision
Your present job or business is :
Particulars - Questions & Options
Sell some of them
extremely averse to riskThe stock market has dropped 25% and a share that you own also dropped 25%, but the market expects the share to go up again. What would you do ?
6 months to 1 year
Keep all of them as you are afraid of booking a loss
If you lose your job or stop working today, how long do you think your savings can support you
10
Your Answer - Choice 1 to 5
I'm totally zero as far as knowledge of finance is concerned
Client - Risk Analysis Questionaire - Please put your answers of each questions in box
Generally regret your decision
Particulars - Questions & Options
It would keep pace with inflationIt may not be able to keep pace with inflation
11
Mon
ey C
are
Fina
ncia
l Pla
nnin
g Se
rvic
es -
Cal
l : S
atis
h M
istr
y :-
0972
5006
862
Put the money in Bank Fixed Deposit and Bonds
I'm an expert in the field of finance
Are not very sure whether you made the right decision
Invest the money in Shares
loan the money at market rates to businessmen
4 to 5 persons besides youself
invest the money in Open ended Equity Oriented Mutual Fund
What is your expectation of how your future earnings would be :
less than 3 months
Is relatively secure
Sell all the shares
Can take calculated risks
I'm proficient in finance
You have a market tip on the price appreciation of a certain scrip, you :Invest in a combination of the above with higher proportion of Mutual Funds and shares
I don't know much about finance but I keep myself updated about the developments through newspapers, journals, TV, etc.Limited to knowing things like how the stock market or certain select script is / are moving
Buy more of them
Are not bothered - its just another investment for you
Careless
1 - 3 years
How good is your knowledge of finance?
only yourself.1 person besides yourself
How would you describe yourself as a risk-taker?
Is not dependable
low risk taking capability
3 - 6 months
It would far outpace inflation
1 keep the money in your Bank Fixed Deposit or Open ended Debt Mutual Funds
12
If you had Rs.50,000 to invest, which of the following choices would you make ?
Risk the Rs.10,000 on a 50% chance of winning Rs.30,000
Invest the money in Mutual Funds
invest the money in Equity SharesMore than 3 years
doesn't matter as you can easily find an equally good new job/career
It would be somewhat ahead of inflation
Is secure
Are worried
2 to 3 persons besides youself
You are financially responsible for (exclude dependants who can be supported by your spouse's income)
more than 5 persons besides yourselfDo some enquiry and analysis and then decideWant to invest but are generally unable to take a decision in such casesYou don't rely on such tips or totally ignore it
Invest if you feel that the source of the tip is an experienced / expert market player
Keep all of them as you expect the price to reach the earlier level
Invest in a combination of the above with higher proportion of Bank FDs and Bonds
invest the money in a combination of above
Risk the Rs.10,000 on a 10% chance of winning Rs.1,00,000
3
Immediately invest in the scrip
7 Money Care Financial Planning Services,
Any other information, you wants to share with us, regarding this plan, which may affect to your future financial plan.
5 Does your family know about you have done a will?
6 Does your family know about all your Life Insurance Policies / Investments & Liabilities?
7 Have you appointed a financial guardian for your children, in case anything unforeseen happens to you & your spouse?
8
Your AnswersSr. No. Particulars
1 Have you updated nominations on your all your investments?
2 Do you have done a will?
3 If yes, is it up to date?
4 If you have done a will, is it registered?
Estate Planning
Add
ition
al In
form
atio
nEs
tate
Pla
nnin
g C
heck
list
8 Money Care Financial Planning Services,
Any other information, you wants to share with us, regarding this plan, which may affect to your future financial plan.
Equity Life Insurance Single Prem.-Unit Linked Pension Plan
Debt Low LowBased on Past Bonus Rate +
FAB on Traditional
Policy by LIC & Estimated
Growth Rate on Ulip - As per Ins.
Details Input
Low
Moderate Low
8.00% 98%
90%
Variable Low Low
Life Insurance
Equity
Equity
Liquid Moderate Variable Moderate High
Liquid Moderate Variable Moderate High
Debt Life Insurance Reg. Prem.-Traditional Pension Plan
Low Variable
Illiquid Low Variable Low LowLiquid Moderate Variable Moderate High
High Variable Moderate ModerateLiquid High Variable Moderate LowLiquid Moderate Fixed Moderate Low
Liquid High Variable High High
Liquid Very High Variable Low LowLiquid Very High Fixed Low Low
9In
vest
men
t Ana
lysi
s &
Rep
ortin
g C
riter
ia Liquidity Category Liquidity Level Return Type
High
4.00% 100%Cash Account + Savings A/c. BalanceCash AccountCashDebt Bank FDR Bank Fixed Deposit : < 1 Year 8.00% 95%
Other Assumptios - ( For Advisors only )
Asset Type Asset Category Scheme Category
Return Assumption for Variable Return
Scheme
Instatnt Liquidity of
Assets Current Value - in (%)
Return Efficiency Risk Level
Liquid Very High Fixed Low Low
Debt Mutual Funds Debt Fund - Income & G. Sec. 8.00% 95%Equity Stock Market Direct Equity 18.00% 75%Equity Mutual Funds Equity - Diversified 15.00% 90%
Debt Mutual Funds Liquid FundLiquid High Variable Moderate LowLiquid High Variable High Very HighLiquid High Variable High
Holder Name Folio No.Equity Fund - SIP ( Active only ) Scheme Name
( Select scheme by alt+down arrow key )
Only Continue SIP
(Monthly Amt. Rs.)
SIP Installment Completed
Total Invested Current Value Rs. % wise Or
Amountwise
0 0 5000
0 0 50000 00 00 00 00 00 00 00 00 00 00 00 00 0
Holder Name Folio No.Equity / Balanced / MIP - Fund - SWP OUT Scheme Name
( Select scheme by alt+down arrow key )
Only Continue SWP
(Monthly Amt. Rs.)
SWP Installment Completed
Total Withdrawal
Current Fund Value Rs.
Default Term for
SWP
0 00 00 00 00 0
Money Care Financial Planning Services, Contact : Satish Mistry, Mobile : 09725006862, www.moneycarefp.com
15%
MF Investment through SIP mode
Mutual Fund Investment Data Entry Form :
Do not wants to
increase SIP amount
beyond this amount.
is there any plan to increase SIP amount every year OR
Continuing with same? If yes, Please fill below
Default Term for
SIP
EstimatedReturn (%)
Holder Name Folio No.Scheme Name
( Select scheme by alt+down arrow key )
Please mention, (if any)
( Continue with - STP in, STP Out, SWP)
OR Left Blank )
Current Value Rs.
MF Investment through Lumpsum mode
Money Care Financial Planning Services, Contact : Satish Mistry, Mobile : 09725006862, www.moneycarefp.com
Mutual Fund Valuation Data Entry Form :
Holder Name Folio No.Date of
InvestmentOR Start Date
Scheme Name
( Select scheme by alt+down arrow key )
Lumpsum or SIP
( If SIP Investment)Monthly SIP
Amt. Rs.
SIP Installment Completed
Investment Amount Rs.
Price NAV Rs.
Unit Alloted
Dividend (if any )
Current Value Rs.
Money Care Financial Planning Services, Contact : Satish Mistry, Mobile : 09725006862, www.moneycarefp.com
If you have not all 3 dataFill any of 2 data - as below
Optional Data( if you have)
If you have no information of present valuation of all scheme, please provide all basic information as per below, we shall provide you a valuation statement for the same including analysis of your portolio
Mutual Fund Investment Data Entry Form : ( Fill only -if you have not available present valuation report )