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My Income  
My monthly income take home *
Income of the other members of my family
My Expense  

My monthly expense * (recurring average monthly expenditure except for repayment of loans and insurance premium and includes savings)

Life Insurance Premium (Annual)
Property  
Car
Short Term
Long Term
Insurance  
Provident Fund  
Superannuation  
Gratuity  
Interest Rate  
Housing/ Property Loan (Amount O/s and tenor)
Car loan (Amount O/s and tenor)
Other Loans
Other major expenses envisaged over the next 10 years (children’s education, wedding, purchase of a major asset, etc)
 
 
Insurance required to protect assets  
Insurance Required to protect earning capacity
Insurance Fund required to optimize lifestyle at retirement
Insurance required to optimise wealth
 
Market Value of Property and Car have not been included as they are necessary to protect your lifestyle.

 
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