This is an example of converting HTML to PDF using Puppeteer.
This is an example of converting HTML to PDF using Puppeteer.
| S.No | Name | Mobile No. | Relationship | DOB | Age | Gender | |
|---|---|---|---|---|---|---|---|
| {{i+1}} | {{member.name}} | {{member.email}} | {{member.mobileNo}} | {{member.relationShip}} | {{member.dob | date: dateFormat }} | {{ calculateAge(member.dob) }} | {{member.gender}} |
| S.No | Category | Goal Name | Amount | Goal Year | Priority |
|---|---|---|---|---|---|
| {{i+1}} | {{goal.category}} | {{goal.name}} | ₹ {{goal.amount | number : '1.2-2'}} | {{goal.duration | date:'yyyy'}} | {{goal.priority}} |
| Total | ₹ {{goalTotalAmount | number: '1.2-2'}} |
| S.No | Income Type | Amount |
|---|---|---|
| {{i+1}} | {{income.incomeType}} | ₹ {{income.amount | number : '1.2-2'}} |
| Total | ₹ {{incomeTotalAmount | number : '1.2-2'}} |
| S.No | Category | Sub-Category | Amount |
|---|---|---|---|
| {{i+1}} | {{expense.category}} | {{expense.subCategory}} | ₹ {{expense.amount | number : '1.2-2'}} |
| Total | ₹ {{expenseTotalAmount | number : '1.2-2'}} |
| S.No | Category | Sub-Category | Amount | Maturity Year | Interest Rate |
|---|---|---|---|---|---|
| {{i+1}} | {{assets.category}} | {{assets.subCatagory}} | ₹ {{assets.amount | number : '1.2-2'}} | {{assets.maturityYear}} | {{assets.interestRate}}% |
| Total | ₹ {{assetsTotalAmount | number : '1.2-2'}} |
| S.No | Liability Type | EMI Amount | Balance Term | Balance Loan Amount | Interest Rate |
|---|---|---|---|---|---|
| {{i+1}} | {{liabilities.liabilityType}} | {{liabilities.emiAmount}} | {{liabilities.balanceTerm}} | ₹ {{liabilities.balanceAmount | number : '1.2-2'}} | {{liabilities.InterestRate}}% |
| Total | ₹ {{liabilitiesTotalAmount | number : '1.2-2'}} |
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Over the next three months, the client will gather and organise all financial documents, preferably in a digital format for easier access and management.
During the same three-month period, the client will review all investments and physical assets to ensure proper nominations are in place, facilitating smooth estate distribution.
In collaboration with a consultant, the client will draft a will within a year, formalizing the estate distribution and ensuring legal clarity.
The client will conduct reviews of the action plan every six months, ensuring that objectives are being met and necessary adjustments are implemented.
| Investment Product | Purpose | Amount | Comment |
|---|---|---|---|
| {{ investment.type }} | |||
| {{ item.inverstmentProduct || '0' }} | {{ item.purpose || '0' }} | {{ item.amount || '0' }} | {{ item.comment || '0' }} |
If product recommendations are implemented through us, we may receive applicable brokerage, commissions, or trailing fees from some or all of the investments recommended. These commissions will be paid directly by the product providers. However, any benefits or compensation from the product manufacturers will be disclosed to you wherever applicable. Importantly, the financial plan provided is, as far as possible, unbiased and will not be influenced by these compensations. Our recommendations are always made with your best interests in mind.
| S.No | Particular | {{ year }} | ||||
|---|---|---|---|---|---|---|
| {{ category?.category }} | ||||||
| {{ itemIndex + 1 }} | {{ item.name }} | {{ roundValue(item['year' + (cashFlow?.years.indexOf(year) + 1)] || 0) }} | ||||