Custom Wealth Solutions

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with a personalised financial goal plan

Basic Information

What is your present age?

How much savings do you have today?

How much return do you expect your investments to yield?

Secure your Assets

Do you have any loan outstanding? If yes, please mention the amount

How much is your present Family Health Insurance Cover?

How much is your present Life Insurance cover?

Buy an asset (Car, House etc)

How many years to this milestone (When do you need the funds)?

What could be the possible value of the asset today?

Education for your 1st Child

How many years to this milestone (When do you need the funds)?

What could be the possible cost of the education expense today?

Education for your 2nd Child (If applicable)

How many years to this milestone (When do you need the funds)?

What could be the possible cost of the education expense today?

Plan for your Retirement

How many years to this milestone (When do you need the funds)?

How much is your annual expense at todays cost?

What is your current annual Income, considering you could continue getting the same post retirement?

Contact Information

Name

Email ID

Phone Number

Location