Build Your Investor Persona | Artham Finometry

Personal Details

Enter your personal information and add family members

Name

Email

Phone Number

Date of Birth

* Please include details of only those family members who are financially dependent on your family's income.

Enter income information for you and your family members

Income Details	Self
Type of occupation
Net monthly salary or business income
Monthly rental income
Monthly interest income
Expected annual increment in income (in %age)
Income tax slab for previous year

Enter your monthly expenses

Type: Per month average expense	Self
House hold expenses
Children school or College expenses
House rent, maintenance & repair
Medicines, doctor & healthcare expenses
Loan EMIs: Should match with liabilities sheet
Insurance premiums: Should match with liabilities sheet
Travel & annual vacations
Support to parents, siblings etc

* Please mention per month average expenses against each head

* In case of periodic/annual nature of the expenses, please convert it in monthly and mention the same

Enter your investment and asset details

Investment Type	Last available valuation
Bank deposits
Corporate deposits
Bonds
Public provident fund
Employee provident fund
NSC
Equity shares
Mutual Funds
Real estate other than home where you are staying
Gold & Silver ETFs, coins or bars
ULIP insurance plans
PMSs
AIFs
Others

Investment Type	Last available amount
Monthly mutual fund SIPs
Monthly EPF contribution (employee)
Monthly life Insurance contribution
Others

Asset Type	Last available valuation
Residential property
Owned office or shop
Car(s) & Bike(s)
Jewellery
Savings bank & cash in hand
Recievables from friends/family
Others

Enter your loan and insurance details

Enter your financial goals and milestones

Financial Milestones	Year	Amount as of Today
Contigency fund: 8 months of monthly expenses
Son's Graduation Fees
Daughter's Graduation Fees
Car
Son's Post-graduation fees and other expenses
Daughter's Post-graduation fees and other expenses
House
Son's Wedding cost
Daughter's Wedding cost
Annual holiday expenses
Build a corpus for setting up a business in future
Holiday home
Self post-retirement expenses
Spouse's post-retirement expenses
Charity
Children trust funds as legacy

* Please do not fill details in blocks which are highlighted in red

* Do add any specific milestones which are not mentioned in the table above