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Personal Details

First Name *
Last Name *
Gender *
Date OdF Birth *
Planned retirement age *
Matrial 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
Property  
Car
Investments Value Yearly Inflow
Short Term
Long Term
Insurance  
Provident Fund  
Superannuation  
Gratuity  
Interest Rate  
   
Borrowing Amt. Outstanding Yearly Outflow
Housing/ Property Loan (Amount O/s and tenor)
Car loan (Amount O/s and tenor)
Others
Value
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

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ATTENTION INVESTORS|KYC |IPO
World Investor Week November 23-29, 2020 being celebrated under the aegis of IOSCO and SEBI.    विश्व निवेशक सप्ताह (23-29 नवम्बर, 2020) - आयस्को तथा सेबी की छत्रछाया में मनाया जा रहा है

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