What is the family's Monthly Household Expenditure?
Please Enter Amount.
What is the family's Annual Lifestyle Expenditure?
Please Enter Amount.
What percent of the monthly household expense is on you?
Enter Upto 2 decimal Please Enter Percentage.
%
What percent of the annual lifestyle expense is on you?
Please Enter Percentage. Enter Upto 2 decimal.
%
What Inflation do you expect on household expenses?
Please Enter Percentage. Enter Upto 2 decimal.
%
What return do you expect on risk free securities?
Please Enter Percentage. Enter Upto 2 decimal.
%
How many financial dependents do you have?
Please select.

1st Dependency Details

Select Dependent Type
Please select.
What is the Dependent's Current Age?
Please Enter Age. Enter only number.
How many more years will they be dependent on you?
Please Enter Years. Enter only number.
What is the percentage of monthly household expense spent on the dependent?
Please Enter Percentage. Enter Upto 2 decimal.
%
What is the percentage of annual lifestyle expense spent on the dependent?
Please Enter Percentage. Enter Upto 2 decimal.
%

What specific Goals does the dependent have? (If any)

Specify Goal Here (graduation / post graduation/ marriage / other)
Please Enter Percentage.
Specify Goal Here (graduation / post graduation/ marriage / other)
Please Enter Amount.
Specify Goal Here (graduation / post graduation/ marriage / other)
Please Enter Amount. Please Enter Amount.
Total Monthly Expense on Dependent
Rs.
Financial Value of your Life to your Dependent
Rs.

2nd Dependency Details

Select Dependent Type
Please select.
What is the Dependent's Current Age?
Please Enter Age. Enter only number.
How many more years will they be dependent on you?
Please Enter Years. Enter only number.
What is the percentage of monthly household expense spent on the dependent?
Please Enter Amount. Enter Upto 2 decimal.
%
What is the percentage of annual lifestyle expense spent on the dependent?
Please Enter Amount. Enter Upto 2 decimal.
%

What specific Goals does the dependent have? (If any)

Specify Goal Here (graduation / post graduation/ marriage / other)
Please Enter Amount.
Specify Goal Here (graduation / post graduation/ marriage / other)
Please Enter Amount.
Specify Goal Here (graduation / post graduation/ marriage / other)
Please Enter Amount.
Total Monthly Expense on Dependent
Rs.
Financial Value of your Life to your Dependent
Rs.

3rd Dependency Details

Select Dependent Type
Please select.
What is the Dependent's Current Age?
Please Enter Age. Enter only number.
How many more years will they be dependent on you?
Please Enter Years. Enter only number.
What is the percentage of monthly household expense spent on the dependent?
Please Enter Amount. Enter Upto 2 decimal.
%
What is the percentage of annual lifestyle expense spent on the dependent?
Please Enter Amount. Enter Upto 2 decimal.
%

What specific Goals does the dependent have? (If any)

Specify Goal Here (graduation / post graduation/ marriage / other)
Please Enter Amount.
Specify Goal Here (graduation / post graduation/ marriage / other)
Please Enter Amount.
Specify Goal Here (graduation / post graduation/ marriage / other)
Please Enter Amount.
Total Monthly Expense on Dependent
Rs.
Financial Value of your Life to your Dependent
Rs.

Other Details

Outstanding Loans
Please Enter Amount.
Other Liabilities
Please Enter Amount.
Contingency Funds that will be required by the family
Please Enter Amount.
Current Life Insurance that the client already has
Please Enter Amount.
Assets that the family will be able to financially use in case of clients demise
Please Enter Amount.
Total Insurance Requirement
Rs.