Planning readiness

A lighter way to begin your financial planning file.

This preview shows the kind of information that helps a meaningful conversation. It is not a live submission form yet, and no information entered here is stored.

Client data sheet

Essential details checklist

Tick what you have ready. A downloadable Excel or Google Sheet version can follow for deeper planning work.

Life stage

City

Current priority

Income sources and monthly cash flow are broadly known Monthly expenses and EMIs are available Bank balances, FDs, mutual funds, stocks, NPS, EPF and other assets are listed Loans, credit cards and other liabilities are listed Life, health, home, vehicle and other insurance details are available Family goals, retirement goals and children's education goals are noted Nominees, will, tax records and key documents are reviewed or ready for review Existing portfolio statements can be shared later through a secure method

When this becomes a downloadable file, sensitive details should be shared only through a secure process. Do not email passwords, OTPs, or full account access details.

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