Downloads

You can download editable PDF files to start your financial plan with Negi Financial Fee only financial planner in India

Data Gathering Form

Data Gathering form or client questionnaire is used to collect personal financial data about investment, insurance, current financial goals, loans or liabilities, income and expenses.

Risk Profiling Questionnaire

Generally all financial products have risks, what about your risk appetite. This form will help you to understand client risk profile.

Sample Investment Advisory Agreement

Before engaging with any financial advisor, you need to have the engagement letter in your hand. 

Fee Only Financial Planning Services Brochure

Negi Financial provides fee only financial advisory to all clients. Our service brochure include what are the services being offered by us.

Questions? Call us at +91 790-643-9517 or drop us an email us at contact@negifinancial.com