3rd EYE Financial Planners
Total life cycle financial solutions

Do I need Financial Planning

Quotation

If you are serious about your Financial Well being you certainly need a Professional Advisory Services. You must be curious to know how much our Financial Planning Services would cost you.

We at 3rd EYE Financial Planners understand that every one’s needs, requirements & capacity is different, hence we have no common fee structure for all. As we make customized plans for all, we have customized fee structure for all our clients after understanding the type of service they expect & intensity of efforts we have to put to provide such services.

If you want to know how much our services would cost you, you need to fill in the below given form and click the submit button. We shall mail you the Quotation via Email within 24 working hours.

CLIENT PROFILER
FULL NAME *:
AGE *:
OCCUPATION *:
GENDER *:
JOB PROFILE:
MARITAL STATUS:
EMPLOYERS NAME:
CONTACT (M) *:
CONTACT (O):
CONTACT (R):
EMAIL *:
ADDRESS:

SELECT NO.OF FAMILY MEMBERS
sno NAME RELATION AGE PROFESSION
1
2

INCOME DETAILS
INCOME (P.A.) SELF SPOUSE
SALARY CTC:
BUSINESS :
RENTAL:
INTEREST:
Others:

INSURANCE DETAILD
POLICY TYPE PREMIUM PER-ANNUM POLICY BEGIN YEAR
TERM
TRADITIONAL 1
TRADITIONAL 2
ULIP 1
ULIP 2

INVESTMENT DETAILS CURRENT VALUE
CASH / SAVINGS A/C::
FD / BONDS ETC:
MUTUAL FUNDS / SHARES /:
REAL ASSET: (EXCLUDING SELF OCCUPIED HOUSE)
OTHERS:

Kindly highlight your option amongst the given options

1. What do you understand by Financial Planning?



2. A Financial Planner is a person who...



3. What type of returns you expect on your investments?


4. On your Investment you expect returns to be...


5. Are you looking forward to get short term trading tips from us?


6. What type of investment portfolio would you prefer?



7. How frequent you would like to check your investment portfolio performance?



8. To what extent are you comfortable sharing information with your planner?




9. What type of advice are you looking from us?


10. How would you like to compare Financial Planners performance?



 


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