Quantum Pro Planner - Enhanced Financial Blueprint

📋 Client Information

Strictly confidential information

"The best time to plant a tree was 20 years ago. The second best time is now." - Chinese Proverb

Client Profile

Client Name *

Date of Birth *

Contact Number *

Profile *

Spouse Name

Total Dependents *

Number of Children

How many children do you have? *

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🎯 Risk Profiler Assessment

Understand your investment personality

"Risk comes from not knowing what you're doing" - Warren Buffett

Question 1: Investment Goal

What is your primary goal for this investment?

Safety of Capital Balance of Safety & Growth Maximize Long-term Growth

Question 2: Market Volatility Reaction

If your portfolio drops 20% in a month, what would you do?

Sell immediately to prevent loss Hold and wait for recovery Buy more at lower prices

Question 3: Investment Timeline

How many years until you need this money?

Less than 3 years 3 to 7 years More than 7 years

Question 4: Market Experience

What is your experience with equity markets?

No experience / FD only Some mutual funds Active stock investor

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💰 Current Savings & Investments

Map assets to goals

"Do not save what is left after spending, but spend what is left after saving." - Warren Buffett

Instrument	Type/Freq	Rate (%)	Current Value (₹)	Mapped Goal	Action

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🏦 Loan & Liabilities

Track debts and insurance coverage

Loan Type	Principal Outstanding (₹)	Rate (%)	Term (Yrs)	Insured?	Action

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🛡️ Income & Debt Protection

Life Insurance Gap Analysis

Annual Income (₹) *

Outstanding Debts (₹)

Existing Savings (₹)

Existing Life Cover (₹)

Years Coverage *

Inflation % *

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🏥 Health & Emergency Planning

Contingency Fund & Health Insurance

Emergency Fund

Monthly Expense (₹) *

Months Required *

Current Liquid Savings (₹)

Family Size *

Health Insurance

Annual Income (₹) *

Current Health Cover (₹)

📌 Recommended health cover is calculated using the 2x Annual Income rule

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🏖️ Retirement Planning (Accumulation)

Building the Golden Nest Egg

"Retirement is not the end of the road. It is the beginning of the open highway." - Unknown

Current Age *

Retire Age *

Monthly Expense (₹) *

Life Expectancy *

Inflation % *

Pre-Retirement Return % *

Post-Retirement Return % *

Existing Corpus (₹)

Current SIP (₹)

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🌅 Golden Years Funding - Distribution

Distribution Method + Monthly Savings

Current Age *

Retire Age *

Life Expectancy *

Annual Spend (₹) *

Inflation % *

Post-Retirement Return % *

Existing Corpus (₹)

Pre-Retirement Return %

Pension (₹)

Step Up %

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🎯 Mid & Long Term Goals

Car, Vacation, Home Downpayment

Goal #1

Goal Name *

Current Cost (₹) *

Years to Goal *

Existing Funds (₹)

Inflation % *

Return % *

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💰 Net Worth Snapshot

Assets vs Liabilities

Assets

Liquid Assets (₹)

Cash, Fixed Deposits, Stocks, Mutual Funds

Non-Liquid Assets (₹)

Real Estate, Gold, Vehicles

Liabilities

Total Loans (₹)

Home Loan, Car Loan, Personal Loans, Credit Card Debt

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📝 Next Steps & Feedback

Review schedule and client insights

1. Scheduled Review Frequency

Quarterly Half-Yearly Yearly

Next Review Date

2. Client Feedback

Comments / Special Instructions / Concerns

3. Referrals / References

#	Name	Contact	Profile
1
2
3

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🌟 Quantum Pro Planner

📋 Client Information

Client Profile

Number of Children

🎯 Risk Profiler Assessment

Question 1: Investment Goal

Question 2: Market Volatility Reaction

Question 3: Investment Timeline

Question 4: Market Experience

💰 Current Savings & Investments

🏦 Loan & Liabilities

🛡️ Income & Debt Protection

🏥 Health & Emergency Planning

Emergency Fund

Health Insurance

🏖️ Retirement Planning (Accumulation)

🌅 Golden Years Funding - Distribution

🎯 Mid & Long Term Goals

💰 Net Worth Snapshot

Assets

Liabilities

📝 Next Steps & Feedback

1. Scheduled Review Frequency

2. Client Feedback

3. Referrals / References