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Eligibility and Documents Required
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Operations
Finance
Designation
Income
0-50,000
50,001-1,00,000
1,00,001-2,00,000
2,00,001 - 3,00,000
3,00,001 AND ABOVE
Dependent Parents
Yes
No
Working Spouse
Yes
No
Not Married
Children
0
1
2
3
Any existing loan
Yes
No
Medical Insurance
Yes
No
Existing Home Loans
Yes
No
EPF deduction by company
Yes
No
Assets: ( Please put a zero if you do not own that asset )
Liabilities: ( Please put a zero if you do not own that asset )
House
Credit Card Debt
Real Estate other than your home
Medical Debt
Jewellery
Home Mortgage (includes mortgage for all Real Estate including primary house)
Vehicles
Other mortgages
Emergency Funds
Student Loans
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Electronics
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Value of Existing Portfolio
Insurance Premiums due
Cash and Cash Equivalents (includes certificates of deposit, checking and savings accounts, FD's, and physical cash )
Taxes Due (including income taxes, property taxes and so on)
Other Assets (may include expensive artwork, intangible assets etc.)
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