Your Name (required) Your Email (required) Date of Birth Occupational Status SalariedHouse MakerProfessionalBusinessSelf Employed Company You Work For (required) Mobile Number (required) Designation (required) LinkedIn Profile (required) Educational Background PG- ProfessionalPG - MBA , PHDGradOthers Resident Status —Please choose an option—Resident IndianNon-Resident Indian ( Settled Abroad ) ( US & Canada )Non-Resident Indian ( Settled Abroad ) (Non US & Canada )Non-Resident Indian ( Recently Returned to India for Good )Resident Indian ( To leave India How did you come to know about us ?(required) Spouse's Name (required) Date of Birth Spouse's Occupational Status SalariedHouse MakerProfessionalBusinessSelf Employed How did you come to know about us ?(If applicable) Designation | Work Place (if applicable ) Total Household Income (Post Tax) * < INR 25 lacsINR 25 lacs - INR 50 lacsINR 50 lacs - INR 1 CroreINR 1 Crore plus Total Asset Base (Excluding Self Occupied Real Estate, Post Tax) * < 1x of Total IncomeUpto 2x of Total IncomeUpto 3x of Total IncomeAbove 3x Key objective of seeking advice Which stage is closer to your current situation * —Please choose an option—SingleMarriedMarried with young childrenMarried with grownup children - Retirement on CardsRetiredSingle Parent - with young children (Divorced)Single Parent - with young children (Divorced)Single Parent - with grownup childrenDivorcee - Re-marriage on CardsSingle for Life How many years more to Retire ( Out of Choice ) (Max Cutoff - 55 Years ) * —Please choose an option—5 years10 years15 years20 years25 years30 yearsEarly exit for startup stint How many more years of Education you need to fund for your children ( Consider the Youngest One) If applicable —Please choose an option—5 years10 years15 years20 years25 years What do you Aspire for * —Please choose an option—Apartment to LiveApartment to Rent or Second HomeLuxury Apartment - Gated CommunityChildren Education - Domestic ICSE,CBSEChildren Education - Domestic IB Level , CGSEChildren Education - Overseas - Under GradChildren Education - Overseas - Post GradTravel - OverseasTravel - Domestic1/3rd Giving back to Society - Philanthropy Purpose How much percentage of your Wealth today belongs to following buckets ( Safe | Stable | Aspirational ) * Safe - EPF / Bank FD , Stable - Listed Equity & Debt , One Residential Property , Aspirational - More than One Property , Private Equity , Alternate Investment Funds - Total should be max 100% Do you have Written Goals & Clarity around the Goals* YesNoNot Clear Need your Intervention Are you Satisfied with the level of Savings vis a vis your Income ? * Yes , I believe I am doing my best in the current circumstancesNo , I need your Intervention to Improve my Savings and channelise them as required for my Goals Are you Satisfied with the way you handle your Non-Discretionary Expenditure i.e Fixed Obligations * Yes , I have created a way to handle thisNo , at times I think I need a better way to handle this Are You Satisfied with the way you handle your Discretionary Spends i.e Lifestyle* Yes , I have a Budget and I keep TrackNo , they are impulsive and not Budgeted , this results into Cashflow Mismatch at times When you want to Plan do you want to see the following I am interested in as is today basis as long as i know i am doing the right thingI need visibility of the Big Picture and how my actions fit in this big picture During Planning do you want to Plan for Limited GoalAll Goals which come out during Discussion & Prioritizing Areas of Planning in which you are Interested * Financial Analysis - Road Map ( includes Investment Advisory )Investment Advisory Only Operationalising the Advice & Post Advice Support * Yes , I need expertise of your Firm to Operationalise the Advice ProvidedNo , I will Operationalise on my own Advice Provided What is the convenient time during the day to contact you * expect us to contact within 1 working day of submitting this form By using this form you agree with the storage and handling of your data by this website. Δ
