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.
Use Adobe PDF App in your smartphone/computer. Don’t use other PDF Apps, Editable PDF will not work.