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Govt-Backed Investment Scheme

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Add a Govt-Backed Investment Scheme

Investment name *

Select a Govt-sponsored investment scheme

Investment scheme name

Enter the name of the investment scheme

Investment holder name *

First

Middle

Last

Goal of investment *

Retirement
Emergency fund
Tour and travel
Child education
Child marriage
Home purchase
Milestone birthday or anniversary
Automobile purchase
Contingency
Important social commitment
Home decoration/repair
Pay off a loan
Other

Select what the purpose for this investment is

Goal

Enter goal name

Investment goal

The goal for this investment-type can only be Retirement

Email *

Enter your email ID

Investment ID *

Enter the unique identification number of the investment

Start date *

Select the date the investment was activated

Investment institution

Enter the custodian of the investment scheme

Maturity date *

Select the date the investment tenure ends

Amount invested *

The amount invested so far

Value of investment *

The value of the investment as on date

Contribution frequency *

The frequency of contributing money to this investment

Annual contribution *

Enter the intended yearly contribution or the mandatory minimum required for this investment

Mode of contribution

ECS
Online
Cheque
Cash deposit
Deducted at source

Select the mode of contribution

Amount of periodic investment *

The periodic contribution amount to this investment

Investment risk level

Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5

On a scale of 5, select the risk involved with this investment—with 5 being the riskiest

Liquidation ease level

Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5

On a scale of 5, select the ease of liquidation—with 1 being the easiest

Liquidation procedure

Describe the online/offline steps required to liquidate the investment

Rate of interest

Selected Value: 0

The average rate of interest receivable or expected over the tenure of this investment

Nominee name and percentage share

Enter the name of the nominee(s) for this investment and their percentage share

Nominee relation

Select your relationship with nominee

Terms and conditions

Enter the terms and considerations of the investment

More benefits (if any)

Enter other maturity benefits, like insurance cover, return of purchase price to nominee upon death, etc

Part withdrawn

Yes
No

Select Yes if any amount was withdrawn

Loan availed

Yes
No

Select Yes if any loan was availed

Withdrawn amount *

Enter the amount withdrawn

Date withdrawn

Enter the date of withdrawal

Loan amount *

Enter the amount of loan availed

Loan tenure (in months)

Enter the number of months for which loan is availed

Loan interest rate

Enter the interest rate for the loan availed

Date today

Today's date

Notional profit till date

This is the amount of profit made on this investment till date. Availing of this profit is subject to restrictions as per terms of this investment.

Maturity corpus

This is the lumpsum amount receivable

Monthly pension

Enter the monthly pension set for this policy

Supporting documents

Click or drag files to this area to upload. You can upload up to 3 files.

Upload investment policy documents to store them at one central location

Corpus on maturity

This is the lumpsum amount receivable on maturity

Annuity percentage

Selected Value: 40

Percentage of annuity purchase. At least 40% has to be purchased

Pension receivable

The monthly pension receivable post maturity

Asset allocation

Equity
Corporate
Government
Alternate
Bonds
Real estate

Select asset classes covered

goal Liquidation EPS

EPS eligible already *

Yes
No

Select Yes if eligible to receive pension from provident fund

Pensionable service *

Enter the number of years of pensionable service

Pensionable salary *

Enter your pensionable salary

Pre-retirement EPS availed

Yes
No

Pre-retirement pension start date *

Select the date from which pension is availed

Pre-retirement pension amount *

Enter the pension sum availed

Projected pension amount

Pension receivable monthly

This is your monthly pension

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Email *

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Govt-Backed Investment Scheme

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Middle

Last

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