Please give Total Number of Family Members Living with You or dependent on you.

Please give number of earning members in the family. eg. Father retired but earning something, or getting pension, or wife doing some work at home & earning something

Please give number of Non-earning members in the family. eg. Father retired, Children Studing

Please give age of father if lives with you or you bear his responsiblity

Please give age of Mother if lives with you or you bear her responsiblity

Please give age of your Spouse.

Please give age of your First Child

Please give age of your Second Child

Please give age of your Third Child

Here please mention what is your plan in near future like buying a car, going on a holiday & how much is the expected cost. What is your long term goals & requirements like Building or Buying a house, Higher education for children, Children Marriages, Planning for your Retirement etc.

Here please let us know that if you can reduce some of your unnecessary expenses like going for movie every week can be reduced to going movie once a month, or avoid unnecessary shopping & save more for investment.

If you have Life insurance & Health Insurance please give details - Sum Assured, Type of Plan & How much premium monthly or annually is paid