Client Financial Profile

Your Complete Financial Picture

Fill this in at your own pace, in one sitting or over a few days. It gives your advisor everything they need to build your financial plan — no back-and-forth needed.

How to use this form

  1. Fill in as many fields as you can — it's fine to leave something blank if it doesn't apply to you.
  2. For sections like Investments, Real Estate or Loans, use "+ Add another" to list more than one.
  3. When you're done, click "Save as PDF" at the bottom and choose Save as PDF as the destination.
  4. Send the saved PDF to your advisor over WhatsApp or email.
This form runs entirely on your own device. Nothing you type here is sent anywhere or stored online — the PDF only goes wherever you choose to send it.

1Your Details

2Income

Monthly amounts, in your local currency.

3Monthly Expenses

Loan EMIs don't need to be repeated here — they're captured in the Loans & Debt section below.

4Investments & Portfolio

List each holding separately — equity, mutual funds, FDs, gold, EPF/PPF, bonds, crypto, anything else.

5Real Estate

Any property you own — self-occupied, rented out, land, or commercial.

6Existing Insurance Policies

Term life, whole life, health cover — anything currently active.

7Loans & Debt

Every loan or line of credit currently outstanding — home, personal, car, education, credit card, business.

8Cash & Liquidity

9Tax

10Financial Goals

Retirement, a child's education, buying a home, a wedding — anything you're planning and saving toward.

11Retirement Planning

This opens your browser's print dialog — choose "Save as PDF" as the destination, then send the file to your advisor.
Generated with the Client Financial Profile tool · Fields left blank were not provided by the client.