@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

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Fix Deposit

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Bank

Post Office

Governments bonds

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Stock

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Other Investment

Transaction Type *

This value is required.

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Folio Number*

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Folio Number*

This value is required.

Investment Type*

This value is required.

Fund name*

This value is required.

Fund Type*

This value is required.

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Broker

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Select Broker*

This value is required.

Select Mode*

This value is required.

Start Date*

Number of Unit Purchase*

Unit Price*

Investment Amount*

Total Balance Unit*

Total Fund Value*

Total Count

Total Investment Balance Amount

Payment Bank*

This value is required.

Remarks

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

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 Invested Amount*

Select Mode*

This value is required.

Deposit Tenure mode*

This value is required.

Deposit Tenure*

Deposit Date*

Mature Date

Intrest(%)*

Intrest Amount

Intrest Amt. 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*

This value is required.

Maturity Date*

Total Return*

Yield to Maturity (YTM)

Coupon Rate

Coupon Frequency

Credit Rating

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

Paid By Client

Amount

Paid By Agent

Amount

Remarks

Select Investment To Place

Invested Party Name*

This value is required.

Investment Type*

This value is required.

Investment Document No.*

Select Mode*

This value is required.

Deposit Tenure mode*

This value is required.

Deposit Tenure*

Deposit Date*

Mature Date

Investment Amount*

Rate Of Interest (%)*

Next Due Date

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

Paid By Client

Amount

Paid By Agent

Amount

Remarks

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Step 3

Remarks

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

Paid By Client

Amount

Paid By Agent

Amount

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