Personal Consultation Form

Enter Your Annual Expenses (Appx. Round Figures)

Utilities (Electricity, Broadband / Mobile / Telephone / DTH)

Groceries

Fuel

Cab / Taxi

Food - Zomato / Swiggy / Restaurants

Movie / Event Tickets

Shopping - Online / Offline

Gold / Jewellery Buying

Flight (Domestic / International)

Hotel (Domestic / International)

Forex Spends (While Travel / Online Shopping)

Railway Tickets

School Fees

Rent

Web Hosting / Social Media Marketing

NPS

Insurance - Life / Vehicle / Medical

Property Tax

Professional Tax

TDS (Payable by you)

Income Tax (Combined Advance / Annual Tax payable by you)

Society Maintenance (Home / Office)

GST

Any major spends being planned (eg. buying a car, renovating home, white goods buying) with appx. value

Enter Your Current Card & Bank Details

Credit Cards held currently

% of current spends being done on credit Cards

Privilege Bank accounts held if any (eg. HDFC Imperia, Axis Burgundy)

Enter Your Contact Details

Name

Phone Number

City