Personal Details

First Name *
Last Name *
Gender *
Date Of Birth *
Planned retirement age *
Marital status *

Cash Flow Details

My Income
My monthly income take home *
Income of the other members of my family
My Expense
My monthly expense * (recurring average monthly expenditure except for repayment of loans and insurance premium and includes savings)
Life Insurance Premium (Annual)
Assets Value Yearly Inflow
Investments Value Yearly Inflow
Short Term
Long Term
Provident Fund  
Interest Rate  
Borrowing Amt. Outstanding Yearly Outflow
Housing/ Property Loan (Amount O/s and tenor)
Car loan (Amount O/s and tenor)
Yearly Outflow
Other Loans
Other major expenses envisaged over the next 10 years
(children's education, wedding, purchase of a major asset, etc)
Insurance required to protect assets
Insurance Required to protect earning capacity
Insurance Fund required to optimize lifestyle at retirement
Insurance required to optimise wealth

Badjate Stock & Shares Pvt. Ltd.
201, Mangalam Arcade,
Above Venus Book Centre, Dharampeth Extn. Nagpur - 440010 Maharashtra, India.

NSE Member Code 14845 BSE Member Code 6287 SEBI REGISTRATION NO: INZ000190232 in NSE, BSE AND MCX CDSL DP ID 77800:IN-DP-CDSL-393-2018 Terms and Conditions Privacy Policy Cancellation and Refund Policy Grievance Redressal Mechanism Escalation Matrix
Client Complaint Details - Broking Client Complaint Details - PMS Client Complaint Details - DP

Filing complaints on SCORES Easy & quick

  • > Register on SCORES portal(
  • > Mandatory details for filing complaints on SCORES
    • Name
    • PAN
    • Address
    • Mobile Number
    • E-mail ID
  • > Benefits:
    • Effective communication
    • Speedy redressal of the grievances

© Badjate Group 2018

Designed, Developed & Content Powered by  Accord Fintech Pvt. Ltd.