@include('../reachassuree_agent/master/comman/header')

@csrf

Step 1

Transaction Date*

Document Number*

Family Group*

This value is required.

Investment Holder Name*

This value is required.

Add

First Name

Middle Name

Last Name

Address Line1

Address Line2

City

Area

Mobile Number

Email Address

Gender

DOB

Family Head Name

Relation With Head

Step 2

Mutual Fund

{{--

Fix Deposit

--}}

Bank

Post Office

Governments bonds

{{--

Stock

--}}

Other Investment

Select Investment Company

Investment Type*

This value is required.

Invested Party Name*

This value is required.

Investment Document Number*

Document Date*

Nominee Name

Investment Amount*

Rate Of Interest*

Growth Rate(Apx)

@if ($data['renew'] == 1) @if ($data['data']['image'] == "Found") Reset Policy Documents(JPG, PNG, JPEG or PDF) Download @else Policy Documents(JPG, PNG, JPEG or PDF) @endif @else Policy Documents(JPG, PNG, JPEG or PDF) @endif

Select Mode*

This value is required.

Term (Yearly)

Mature Value(Apx)

Payment Start Date*

Payment End Date*

Mature Date

Next Premium Due Date

Paid By Client

Amount

Paid By Agent

Amount

Remarks

Transaction Type *

This value is required.

Investment Type*

This value is required.

Fund name*

This value is required.

Fund Type*

This value is required.

Folio Number*

Broker

Investment Amount*

Select Mode*

This value is required.

Start Date*

Number of Unit Purchase*

Unit Price*

Total Unit*

Fund Value*

Total Count

Total Investment Amount

Payment Bank

Remarks

Account Type *

This value is required.

Bank Name*

This value is required.

Post Office Name*

This value is required.

Investment Product*

This value is required.

Customer No

Certificate No

Investment Amount*

Total Investment Amount*

Select Mode*

This value is required.

Deposit Tenure*

Deposit Date*

Mature Date

Intrest %*

Interest Amount*

Investment Amount Frequency*

This value is required.

Paid By Client

Amount

Paid By Agent

Amount

Remarks

Bond ID/ISIN*

Bond Name*

This value is required.

Bond Issuer*

This value is required.

Bond Type *

This value is required.

Sub Bond Type *

This value is required.

Issue Date

Face Value

Purchase Date*

Purchase Price*

Quantity*

Tax Status

Callable or Non-Callable*

Maturity Date*

Total Return*

Yield to Maturity (YTM)

Coupon Rate

Coupon Frequency

Credit Rating

Paid By Client

Amount

Paid By Agent

Amount

Remarks

{{--

Step 3

Remarks

Paid By Client

Amount

Paid By Agent

Amount

--}}