Client Fact-Finder

1About You

Full name *

Age *

Mobile number *

WhatsApp number Same as mobile

Email ID *

Your location (city / area you are in) *

Are you an NRI? *

Yes No

Country you currently live in *

Married? *

Yes No

Do you have kids? *

Yes No

Kids' age(s) - e.g. 5, 9 *

2Health Insurance

Do you have health insurance? *

Yes No

Which type? (tick one or both) *

Company / employer cover Individual / standalone cover

Company cover - amount *

Individual cover - amount *

3Term Insurance

Do you have term insurance? *

Yes No

Which type? (tick one or both) *

Company / group term Individual term plan

Insurance company name (if any) - e.g. HDFC Life

Total term cover amount *

4Emergency Fund

Do you have an emergency fund? *

Yes No

Months of expenses covered *

5Current Investments

Do you invest now? (tick all that apply) *

Other investments - please specify *

How do you invest? *

Through an advisor Do it myself (DIY)

Platform name (the platform you invest through) *

Done risk profiling before investing? (DIY investors) *

Yes No

Since how many years are you investing? *

6Car and Car Insurance

Do you own a car? *

Yes No

Do you have car insurance? *

Yes No

How do you pay / renew car insurance? *

Insurance type *

7Short-Term Goals (1 - 5 Years)

Other short-term goal

8Long-Term Goals (5+ Years)

Other long-term goal

Please complete the highlighted fields above.

Deepak Gokul, CWM® | NISM-XVII Certified Retirement Adviser | IRDAI Licensed Insurance Advisor

Deepak Wealth Framework Pvt. Ltd. (AMFI-Registered Mutual Fund Distributor, ARN-328771) | deepakwealth.com

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Your details are used only to prepare your financial plan.

1About You

2Health Insurance

3Term Insurance

4Emergency Fund

5Current Investments

6Car and Car Insurance

7Short-Term Goals (1 - 5 Years)

8Long-Term Goals (5+ Years)

9Risk Profile Questionnaire (optional)