JagoInvestor Datasheet www.

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This Datasheet can be used to record all your financial data like income, expenses, mutual fund, insurance and oth
situation. We use this datasheet to take financial data from our clients who want to go ahead with our financial se
talking to us about the services. If not, you can still use this sheet as recording your financial data.

Basic Details

Details Value Relation

Name Self

Email Spouse

Phone Father

Location Mother

Sex Son

Marital Status Child 2

Date of Birth Child 3

Occupation Others

Household Expenses Details (It does not include EMI , Investments , Premiums)

Details Amount (Monthly) Amount Yearly

Rent 0
Grocery 0
Fruits/Vegitables 0
Domestic Helps 0
Phone/Internet/Electricity 0
Entertainment & Eating Out 0
Travelling (Petrol , Bus fair) 0
Education Fees / Health Expenses 0
Miscellaneous (newspaper, cable etc) 0
Others 0

Total 0 0
Life Insurance Details

Policy Name Policy Type Annual Premium Sum Assured Start Date

Health Insurance Details

Policy Name Policy Type Annual Premium Sum Assured Start Date
Mutual Funds Details

Fund Name Buying Date Investment Mode

ULIP's & Pension Plan's Details

Currently Paying Premium No. of Premium Paid

Plan Name Start Date Premium (yearl
?

Deposits in Banks/Post Office

Investor Name Type Name Start Date Amount Investe

Loan Details

Type Start Date Total Loan Tenure (Yrs) EMI per month Outstanding Loa
Home Loan

Other Products

Name Maturity Date (If applicable) Current Worth Return Earned

Direct Equity
Real Estate 1
Real Estate 2
Real Estate 3
Gold/Silver
Cash in Savings Bank
Loan given to someone
Infrastructure Bonds
 KVP
NSC
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other
Other

Goal Name (Better not mention goals with Amount Required

Target Year
less than 2 yrs of target) (Current Value)

Retirement DON’T FILL THIS

 www.jagoinvestor.com/services
utual fund, insurance and other investments details , So that all your data is at one place and you are very clear about your financial
o ahead with our financial services. Incase you feel that you also want to go for financial planning, just send this datasheet to us after
nancial data.

Yearly EPF
Financially Total Yearly In EPF Balance
Name Date of Birth dependent Hand Income Contribution (Self + (Approx)
Employer)

### Yes

ount Yearly Where do you invest for 80C investme Amount

0
0
0
0
0
0
0
0
0
0

0
Start Date Maturity Term Bonus Accrued Still Paying Premium

Start Date Who all are covered

SIP amount Per Installments Current Worth Type of Fund Investor Name
month paid
Premium (yearly) Current Worth Investor Name

Amount Invested Current Worth (Edit if required) Maturity Date Maturity Amount
 Outstanding Loan Current Worth

Return Earned
mount Required Assign your
Current Value) Ranking

DON’T FILL THIS 4 4

1 1 1 1
1 2 2 2
1 3 3 3
0 3 4 5
1 4 5 #N/A
 about your financial
s datasheet to us after

Current PPF
Balance

0 0 #N/A
0 0 #N/A
0 0 #N/A
0 0 #N/A
0 0 #N/A
0 0 #N/A
0 0 #N/A
0 0 #N/A
g Premium Person Insured
or Name
Interest Rate