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Financial Independence Program

Designing Your Future Cash Flows

Financial Independence: Designing Your Future Cash Flows โ€” share your details so we can help you build a life of financial freedom.

๐Ÿ‘ค Personal Information

Basic details of the program attendee

๐Ÿ“Š Risk Profile Assessment

Your risk tolerance determines the most suitable investment strategy for you

๐ŸŽฏ Goal Planning

Tell us what you're investing towards โ€” you can select multiple goals

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๐Ÿ’ผ Investment Preferences

Choose how you'd like to invest โ€” Lump Sum, SIP, or both

๐Ÿ’ฐ Lump Sum
๐Ÿ“… SIP (Monthly)
๐Ÿ”€ Both
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๐Ÿ“ Additional Details

Help us personalise your experience further

Your information is secure and will be used solely for Mutual Fund Distribution purposes.

By submitting this form, you agree to receive follow-up communication regarding this financial program.

๐Ÿ“š Educational Disclaimer

This Financial Knowledge Program and the accompanying data collection tool are designed for educational purposes only. No specific mutual fund scheme or investment product is being recommended herein. Please consult with your advisor for personalized investment advice.

Regulatory Disclosures

SWANAND MALODE | AMFI-Registered Mutual Fund Distributor | ARN-351777

๐Ÿ›๏ธ NPS Authorised ๐Ÿ›ก๏ธ Insurance โ€“ IC 38 Certified (Health & General) ๐ŸŒ GIFT CITY Empanelled โ€“ DSP MF & PPFAS MF

โš ๏ธ Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

NPS is regulated by PFRDA. Insurance products are regulated by IRDAI. GIFT CITY investments are subject to IFSCA regulations and foreign exchange risks. Past performance is not indicative of future returns.

SWANAND MALODE may earn commissions/trail fees/brokerage on products distributed. This form collects information solely to assist in identifying suitable financial products across Mutual Funds, NPS, Insurance, and GIFT CITY offerings.

Registered with AMFI | AMFI Website: www.amfiindia.com | Investor Helpline: 1800-22-7575 | PFRDA: www.pfrda.org.in | IRDAI: www.irdai.gov.in

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You're Registered!

Thank you for completing your profile. Our Mutual Fund Distributor will reach out to you within 24โ€“48 hours to understand your requirements and assist with suitable Mutual Fund options.

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Disciplined Investment Insights

Email: swanand@swanandmalode.com

Website: swanandmalode.com

Location: Goregaon East, Mumbai, Maharashtra

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AMFI-registered Mutual Fund Distributor (ARN-351777)

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.