RDA Tax Advisory - Financial Planning Questionnaire

📋 Personal Information

Let's start with your basic details

Full Name *

Date of Birth *

Gender *

Marital Status *

Mobile Number *

Email Address *

City *

PAN Number *

Number of Dependents

Occupation *

Years of Experience

💰 Income & Assets

Tell us about your financial position

Your Annual Income (₹) *

Spouse's Annual Income (₹)

Monthly Household Expenses (₹) *

💡 Assets Breakdown
Please provide approximate values for your current assets

Savings Account (₹)

Fixed Deposits (₹)

Equity Mutual Funds (₹)

Direct Stocks (₹)

EPF/PF (₹)

PPF (₹)

NPS (₹)

Gold (₹)

Real Estate Value (₹)

📊 Liabilities
Enter your outstanding loans and debts

Home Loan Outstanding (₹)

Home Loan Monthly EMI (₹)

Other Loans Outstanding (₹)

Other Loan EMI (₹)

🎯 Financial Goals & Tax Planning

Your aspirations and tax optimization

🎯 Priority Goals
Select your top 3 financial priorities

Priority 1 (Most Important)

Priority 2

Priority 3

Children's Education Target (₹)

Years to Education Goal

Desired Retirement Age

Monthly Income Needed in Retirement (₹)

💵 Tax Planning
Help us optimize your tax savings

Current Tax Regime

Current 80C Investments This FY (₹) Maximum limit: ₹1,50,000

Life Insurance Sum Assured (₹)

Health Insurance Coverage (₹)

Monthly Investment Capacity (₹)

🎉 Your Personalized Financial Plan

Based on your comprehensive financial profile

Analyzing your financial data...

RDA TAX ADVISORY SERVICES PVT LTD

📋 Personal Information

💰 Income & Assets

🎲 Risk Profile Assessment

🎯 Financial Goals & Tax Planning

🎉 Your Personalized Financial Plan