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Portfolio Assessment Template

This document contains a portfolio assessment form requesting personal details such as name, date of birth, marital status, spouse and children details, occupation, income, assets, liabilities, insurance coverage, investment details, and retirement goals. It collects information to evaluate a person's current financial standing and make recommendations to help them achieve their investment and retirement objectives.

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9 views1 page

Portfolio Assessment Template

This document contains a portfolio assessment form requesting personal details such as name, date of birth, marital status, spouse and children details, occupation, income, assets, liabilities, insurance coverage, investment details, and retirement goals. It collects information to evaluate a person's current financial standing and make recommendations to help them achieve their investment and retirement objectives.

Uploaded by

smsmba
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

PORTFOLIO ASSESMENT

NAME-... MOBILE NODATE OF BIRTHMARITAL STATUSD D M M Y Y Y Y

MARRIED Yrs WORKING

SINGLE

SPOUSE AGE (IF MARRIED)SPOUSE OCCUPATIONKIDSNO KIDS 1st KID Age2nd KID Age3rd KID AgeOCCUPATIONANNUAL INCOME EMAIL ADDRESSHOME LOAN LIABILITY SERVICE Yrs Yrs Yrs

HOME-MAKER

BUSINESS Lacs (Approx)

YES

NO

TOTAL INSURANCE COVER-(LACS) APPROX. MEDICAL COVER FOR FAMILY-.( LACS) PER ANNUM INVESTMENT STATUS1. 2. 3. 4. 5. 6. 7. PPF LIC/TRADITIONAL POLICIES ULIP FDr Mutual Funds Monthly SIP/RD Bonds Annual Annual Annual Annual Annual Annual Annual 50 55 60 65

WISH TO RETIRE AT THE AGE OF-

Your net worth to the world is usually determined by what remains after your bad habits are subtracted from your good ones & Investment is Good One

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