pfr

Description
it reviews the financial condition of a earning person

PersonaI FinanciaI Review

:stomer Name_______________________________ DOB________________

MaritaI Stat:s _______________Home LAN_____________________________

HL Amo:nt ____________HL ten:re________ HL - Individ:aI / Joint Name

Home Loan for - Residence / Investment

Spo:se Name________________________________Age__________

1;Tax Benefit

Home Loan taken for Residence
Principal amount U/S 80C maximum of Rs. 100000/-
Ìnterest paid in one financial year U/S 24 B maximum of Rs. 150000/-
PIz note - Joint AppIicant aIso take the same benefit.

Home Loan taken for investment
Principal amount U/S 80C maximum of Rs. 100000/-
Ìnterest paid in one financial year U/S 24 B (Ìnterest Paid ÷ Rent received if any).

;LiabiIity

TotaI LiabiIity = Home Loan LiabiIity + Ho:se HoId Expense LiabiIity
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ash FIow

Other Prod:cts - Information Gathering And Sharing Opport:nities

M:t:aI F:nds******************************************************

HDF Deposits ÷ Current rate of interest - *******************************

Infra Str:ct:re Bond ÷ Current Scheme & Rate offered**********************

ar Ins:rance / Two WheeIer
Due Date *******************xisting Ìnsurer
**************************

HeaIth Ins:rance
Sum Ìnsured*********** Due Date******** xisting Ìnsurer****************

FSA Name****************************

Products customer has opted for**********************

Closure Date **********************

Future Appointment Date**********************


Customer Signature Date:-

doc_134442786.docx