GD Prime Wealth

1. Client Personal Details

Full Name *

Date of Birth *

PAN Card *

Gender *

Male Female Other

Marital Status *

Single Married Other

Number of Dependents

Occupation Type *

Salaried Business Owner Professional Retired Homemaker Student

Occupation Details

Employer / Business Name

Address

2. Financial Goals *

Please fill at least one goal with a priority. Leave Target Amount blank to exclude that goal from the calculation. If entered, the amount must be greater than zero.

Goal	Time Horizon (Years)	Target Amount ₹	Priority *
			High Medium Low
			High Medium Low
			High Medium Low
			High Medium Low
			High Medium Low
			High Medium Low
			High Medium Low

3. Income & Monthly Expenses

Enter expenses excluding EMI and insurance premiums — those are captured separately in later steps.

Monthly Income

Income of all earning family members

Family Monthly Income ₹ *

Monthly Expenses (excl. EMI & Insurance)

Household / Groceries ₹ *

Rent / Maintenance ₹ *

Childs education ₹ *

Entertainment ₹ *

4. Assets Details

Financial Assets

Fixed Deposits ₹

Shares / Stocks ₹

PPF / EPF / NPS ₹

Mutual Funds

Enter your mutual fund details below.

Type	Amount (Monthly/Lumpsum) ₹ *	Current Value ₹	Start Date *	Attachment (Optional)

Physical Assets

Approximate current valuation for House property, Land & Gold

House / Property ₹

Land ₹

Gold / Jewellery ₹

5. Liabilities Details

Liability	Outstanding ₹ *	EMI ₹ *	End Year *

6. Insurance & Risk Profile

Insurance Policies

Kindly enter total cover & total annual premium - Policy document not compulsory.

Type	Total Cover ₹	Total Annual Premium ₹	Policy Document

Risk Profile Assessment *

These questions help determine your investment risk tolerance and guide portfolio recommendations.

Investment Experience

How familiar are you with financial investments?

Beginner
New to investing Moderate
Some experience Experienced
Actively invest

Risk Appetite

How much risk are you comfortable taking with your investments?

Conservative
Prefer safety Moderate
Balanced approach Aggressive
Seek high returns

Reaction to Market Volatility

If your portfolio drops by 20%, what would you do?

Sell immediately
Exit to limit loss Hold investment
Stay & wait Invest more
Buy at lower price

7. Retirement Planning & Tax Profile

Desired Retirement Age *

Remaining Service (auto-filled)

Current Monthly Expenses ₹ * (auto-filled from step 3)

Estimated Monthly Expenses at Retirement (inflation 6% p.a.)

Required Retirement Corpus ₹ (auto-computed)

Current Retirement Corpus ₹ (auto-computed from assets entered)

Current Tax Slab *

No Tax Up to 5L 5L-10L 10L-20L Above 20L

Existing Tax-saving Investments *

8. Contact Details & Declaration

Your result is shown only after submitting these contact details. A copy will be emailed to you and the configured admin email.

Contact Number * (10 digits)

Email ID *

Remarks / Special Notes

Declaration Date

I declare that the above information is true and correct to the best of my knowledge. *

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