๐Ÿฑ
๐Ÿถ
โ˜๏ธ
โ˜๏ธ
๐ŸฆŠ
๐Ÿฐ
๐Ÿผ
๐Ÿจ

Alpha โ€” Client Intake

Welcome to Alpha Client Intake! Let's gather all the information we need in a fun and organized way! ๐ŸŽ‰
Submitting to line 1 data

Personal Details ๐Ÿ‘ค

Family Members ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ

MemberAgeJobWork/School Time Home TimeWork OffRemarksExpected Visitors

Daily Call Log ๐Ÿ“ž

RelationTimeReasonDurationPlatform 1st2nd3rd4th5th6th

Bank Details ๐Ÿฆ

Bank S/J Type Year Purpose Cheque Passbook Internet Phone UPI PhonePe GPay CB FD Distance (km)

Assets (Ask in detail) ๐Ÿ’ฐ

Submitting to line 2 data