Aavishkar Finance

AMFI Registered Mutual Fund Distributor

Financial Goals & Investment Capacity Form

Advisor:

1. Investor Details

Full Name

Age

City

Mobile Number

Occupation

Marital Status

No. of Financial Dependents

2. Income & Cash Flow

Monthly Net (Take-home) Income (₹)

Monthly Household Expenses (₹)

Monthly EMI / Loan Obligations (₹)

Estimated Monthly Surplus (Income − Expenses − EMI) ₹0

Existing Emergency Fund Corpus (₹)

3. Investible Surplus & SIP Capacity

Monthly SIP Capacity (₹) (auto-suggested, editable)

Lump Sum Available to Invest Now (₹)

Existing Monthly SIPs Elsewhere (₹)

Existing Lump Sum Investments (₹) (MF + Stocks etc.)

4. Financial Goals

5. Risk Appetite (Self-Declared)

Conservative

Moderate

Aggressive

This is a quick self-declared indicator only. Use the separate Risk Profiling Questionnaire for the full psychometric assessment used in fund recommendations.

6. Liquidity Needs & Other Details

Any near-term (within 2 yrs) liquidity need? Amount (₹, 0 if none)

Life Insurance Cover (₹, 0 if none)

Health Insurance Cover (₹, 0 if none)

KYC Status

Additional Notes