Wealth Without Stress
By ACE Capital Investment
Client Understanding & Planning Sheet (99 Model)
Client Understanding & Planning Sheet (99 Model)
Each field max 8.25 | Each section max 33 | Total max 99
Mindset (0–33)
| Long-term Thinking | |
| Discipline (Process follow) | |
| Emotional Control | |
| Trust in Process & Advisor | |
| Mindset Score | 0 / 33 |
Money / Pesa (0–33)
| Regular Surplus (Cash Flow) | |
| Savings Habit | |
| Emergency Fund (6–9 months) | |
| Risk Protection (Life & Health) | |
| Money Score | 0 / 33 |
Time (0–33)
| Investment Horizon | |
| Patience | |
| Power of Compounding | |
| Consistency (SIP) | |
| Time Score | 0 / 33 |
Total Score: 0 / 99
Right Mindset + Right Money + Right Time = Wealth Without Stress
Made by
ACE Capital Investment
Pankaj Kaushik Mo. +918824220007