Customer Record Management

Customer & Family Information

Maintain complete customer, policy, relationship manager, and family information in one place.

FAMILY PHOTO Optional

Upload Family Photo JPG, PNG or JPEG
Customer Details

01. Customer Details

Please provide the customer's primary personal & policy details.

Required Section
+91
Relationship Manager Details

02. Relationship Manager Details

Assigned relationship manager details for portfolio oversight.

Advisor Mapping
+91
Family Details

03. Family Details

Specify if the customer has family members to add or keep records for self only.

Does the customer have family members to add?

Choose whether to add family members or proceed with self only records.

Select Family Members

Select the family members you want to add.

Expenses Tracker

04. Expenses Tracker

Track personal and family monthly & yearly expenditure with auto-calculation.

Financial Budget
Personal Expenses

Enter monthly or yearly costs for personal daily life and habits.

🛒

1. Food and Groceries

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Groceries
₹
₹
Dining Out
₹
₹
🚗

2. Transportation

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Public Transport
₹
₹
Private Vehicles
₹
₹
🏠

3. Housing and Utilities

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Rent / Mortgage
₹
₹
Utilities
₹
₹
🧴

4. Personal Care & Hygiene

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Toiletries
₹
₹
Grooming
₹
₹
👕

5. Clothing & Accessories

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Clothes
₹
₹
Accessories
₹
₹
🏥

6. Health & Wellness

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Healthcare
₹
₹
Fitness
₹
₹
☕

7. Habits

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Alcohol
₹
₹
Smoking / Tobacco
₹
₹
🎬

8. Entertainment & Hobbies

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Activities
₹
₹
📱

9. Communication & Technology

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Mobile / Data Plans
₹
₹
Internet
₹
₹
⚙️

10. Miscellaneous

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Unexpected Expenses
₹
₹
Family Expenses

Enter monthly or yearly expenses for household, schooling, and family dependents.

🍲

1. Food and Groceries (Household)

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Groceries
₹
₹
Dining Out
₹
₹
🏡

2. Housing and Utilities (Household)

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Rent / Mortgage
₹
₹
Utilities
₹
₹
🚘

3. Transportation (Family & Car)

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Public Transport or Car Ownership
₹
₹
Fuel, Maintenance, Insurance
₹
₹
🎓

4. Education

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
School Fees
₹
₹
Extracurricular Activities
₹
₹
🧸

5. Childcare and Babysitting

Item Description / Details Monthly Cost (₹) Yearly Cost (₹)
Daycare / Childcare Fees
₹
₹
Babysitting or After-School Programs
₹
₹

Expenses Summary Dashboard

Real-Time Totals
Personal Expenses
₹0 ₹0 / yr
Family Expenses
₹0 ₹0 / yr
Combined Total
₹0 ₹0 / yr
Estimated Monthly Expenditure Range
Low Range ₹0
—
High Range (+15%) ₹0
Assets & Investments

05. Assets & Investments

Record customer portfolio, fixed deposits, mutual funds, equities & real estate.

Total Investment ₹0
Current Value ₹0
Total Gain / Loss ₹0 (0.0%)
Active Assets 0 Entries
📈

No Investments Added Yet

Add the customer's existing investments, assets, and financial holdings.

Insurance Policies

06. Insurance Policies

Manage life, health, vehicle, and home insurance policy coverage.

Total Coverage ₹0
Annualized Premium ₹0
Active Policies 0 Active
Expiring Soon 0 Policies
🛡️

No Insurance Policies Added Yet

Add the customer's existing insurance policies to maintain a complete protection portfolio.

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