Existing Portfolio

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Desired Portfolio

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Existing Portfolio

COMPANY FIXED DEPOSITS

Name of the Company

Amount of Deposit (Rs.)

Date of Deposit

Period of Deposit

1 Year

2 Years

3 Years

Other

Rate of Interest(%)

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BONDS / DEBENTURES

Name of the Company
Date of Purchase
Number of Debentures
Face Value
Amount of Investment (Rs.)
Rate of Interest(%)
Market price (if listed) (Rs.)
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MUTUAL FUND SCHEMES

Fund Name
Number of Units
NAV per Unit (Rs.)
Market Value (Rs.)
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INSURANCE SCHEMES

Name of the Scheme
Amount of Premium(Rs.)
Sum Assured(Rs.)
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EQUITY PORTFOLIO

Company Name
Purchase Price
No.of Shares
Value
Physical Holding or Electronic Holding
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Bank Deposits

Bank Name	Amount/Rs	Period	Date of Return

Other Investments

Name	Amount/Rs	Rate of Return

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Any other relevant information for assessing your portfolio