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Alpha — Client Intake

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Personal Family Calls Bank Assets

Personal Details

Family Members

MemberAgeJobWork/School Time Home TimeWork OffRemarksExpected Visitors

Daily Call Log

RelationTimeReasonDurationPlatform 1st2nd3rd4th5th6th

Bank Details

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

Assets (Ask in detail)

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