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Information Personal Data Dates to Remember Renewals Vehicle Particulars Advisors and Consultants Doctors & Hospitals Documents record Registration Info Bank Accounts Record of Property Fixed Deposits Investment - NSC Investment - shares Investment - mutual fund Investment - chitty Advance Booking Receivables Borrowings Borrowings Home Loan Other Liabilities Insurance Policies Income Tax Summary

Conquer Complexity

The world with its complexities is severely demanding on our personal lives. There are too many forms to fill out, too many documents to keep track of, too many dates and numbers to remember. In the bustle of life, however, who can remember when an insurance policy of fixed deposit will mature? .... when the passport or driving licence is to be renewed? ... when to pay taxes or claim refund? .... the balance in the Provident Fund or the loans to be realised ?

Yes, Modern life is complex. But complexities can have simple solutions. Like this Personal & Financial Organiser (PFR).

The Personal & Financial Organiser will help you put your personal records in order. It is designed to be an inventory of all that is important to you. It will remind you, at a quick glance, of details which are important but which you need not carry around in your head. Every detail is mentioned in it, that saves precious time.

There are other advantages. If any document is lost, this Personal & Financial Organiser will make it easier for you to obtain a duplicate since the essential details are in it.

Besides, it does away with unnecessary hassles for your family. With this Personal & Financial Organiser around, they need not turn the house upside down looking for a particular document in your absence. This Personal & Financial Organiser is intended to last a lifetime. Keep it safe. In case you want to use the print-out, use pencil to make the entries, for they may have to be revised later.

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Personal DataNameDate of Birth Blood GroupBirth Star Zodiac Sign

Address Permanent

Telephone No. Resi.Telephone No. Office

House No. Ward No.Name of the Bank & Branch Account No.

Name of the Hospital Hospital Card No.Provident Fund Professional Tax No.

CDS Acccount No.

Passport No. Ration Card No.

Electricity Consumer No. Vehicle No.

Cooking Gas AgencyWater Connection No.

Family Members

Name Date of Birth Place of Birth Birth Star Zodiac Sign Blood Group

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Income Tax Account No. (PAN)

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Dates to RememberBirth Days Anniversaries Other Dates

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Dates to RememberNumber(s) Renewal Date(s) Renewal Date(s) Renewal Date(s)

Bank Locker (s)

Credit Card (s)

ATM Card (s)

Membership (s)

Others

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Vehicle Particulars

Vehicle Chasis No. Engine No.

Driving Licence No. Renewal Date

Notes:

Registration No.

Insurance Premium

& Renewal Date

Road Tax amount & Renewal Date

Names & Addresses of Advisors / ConsultantsAddress Phone Number(s)

Chartered Accountant (s)

Tax Consultant (s)

Investment Advisor (s)

Share Broker (s)

Insurance Agent (s)

Legal Advisor (s)

Real Estate Agent (s)

Management Consultant (s)

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Management Consultant (s)

Names & Addresses of DoctorsSpeciality Names of Doctor Address Phone Number (C) Phone Number (R) Email ID

Names & Addresses of Hospitals & Blood BanksHospital Address Phone Number (C) Phone Number (R) Email ID

Blood Banks Address Phone Number (C) Phone Number (R) Email ID

Pathological Labs Address Phone Number (C) Phone Number (R) Email ID

Ambulence Address Phone Number (C) Phone Number (R) Email ID

Chemists (Day & Night) Address Phone Number (C) Phone Number (R) Email ID

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Where Documents & Records are kept

Birth Certificate PassportSchool Leaving Certificate Domicile CertificateEducational Certificate

Bank Locker No. / KeysBank Pass Books a) Personal b) BusinessBank Cheque Books a) Personal b) BusinessFixed Deposits a) Personal b) Business

Cumulative Time Deposit

Public Provident Fund PPF GPF Statements

Pending Litigation Papers Court DecisionsWills & TrustsBusiness Documents

Tax Files a) Personal b) Business

Policy Files a) Life Insurance c) Medical Insuranceb) General Insurance d) Fire / Accident

Property Files a) Real Estate b) Flat Ownership

Investments b) Others

Deposit Receipts for Telephone, Gas, Electricity, VehiclesRent Papers ( Agreements, Receipts & other Correspondence)Superannuation CertificateMortgage deeds / papers a) Personal b) Business

Documents of other Family members

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Compulsory Deposit Pass Book

a) Shares / Bonds / Debentures / Mutual Funds

Health Records - e.g. ECG, X-ray, Test results & Hospital Records

Registration Information1 Registration No.:

2 Registration with Different Associationsa. Membership Fee a. Membership Feeb. Renewal Date b. Renewal Datec. Regn No. c. Regn No.

a. Membership Fee a. Membership Feeb. Renewal Date b. Renewal Datec. Regn No. c. Regn No.

3 Online Registration on Different sites on Interneta. URL / Name of Site a. URL / Name of Siteb. Login Name b. Login Namec. Password c. Passwordd. Registration Fees d. Registration Feese. Renewal Date e. Renewal Date

a. URL / Name of Site a. URL / Name of Siteb. Login Name b. Login Namec. Password c. Passwordd. Registration Fees d. Registration Feese. Renewal Date e. Renewal Date

4 Important sites on Internet

Bank AccountName of the bank and branch Nature of A/c No. Name of Joint Holders Name of Nominee Mode of operation

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Record of Personal PropertyImmovable Property

Remarks

Movable Property

Description of property Date of Acquisition Remarks

Description of property(Essential details to identify

the plot, location, Survey No., Block No, etc)

Details of Documents(Name of registry office,

year, No.)

Date & Cost Acquisition

Cost Acquisition / Value

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Fixed Deposits ( Banks & Companies)

Receipt & Date Amount Remarks

Other Information:

Name of the Bank & Branch

Period of Deposit

Names of Holders

Date of Maturity &

value

Name of Nominee

Loans against FD

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Investment (National Savings Certificates)

Date of Issue Issue Office No. Denomination

Other Information:

Maturity Value

Date of Maturity

Name of Nominee

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Investment (Shares/Bonds / Debentures / Units)

Folio No Face Value

Other Information:

Name of the Company

No. of shares / Bonds / Deb

Shares / Bonds / Deb /

Cert No.

Date of Acquisition

Total cost of Acquisition

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Investment (Mutual Funds)

Issued by No. of Units Distinctive No. Face Value Period

Other Information:

Date of Purchase

Certificate No.

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Investment (Chitty)

Chitty No Company Sala Duration

Other Information:

Date of Termination

Installment amount

Prized / Non-prized

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Advance Booking (For House, Vehicle, Telephone, etc.)

Item Cost Company Nominee

Notes:

Booking No. & Date

Expected date of

allotment

Initial Payment / Deposit

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Receivables

Debtor's Name & Address Amount Document Due Date Interest

Notes:

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Borrowings

Due Date

Other Information:

Creditor's Name & Address

Amount Borrowed

Property / document Pledged

Deed / Document of

Mortgage

Rate of Interest

Borrowings Home Loan

Amount Period Instalment Rate of Interest Guarantor

Other Information:

Institution & Date of Availing the loan

Document / Property

Mortgaged

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Other Liabilities

Item Price Period Initial Payment

Guarantor / Surety

Debtor's Name & Address Period Date of Loan Date of Closing Creditors

Creditor's Name & Address

Date of Purchase

Sueties / Guarantors

Installment Amount

Liability Amount

Instalment Amount

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Life Insurance Name & Addresses of the Agent(s)

Phone No. :

Policy No. & Date of Issue Sum Assured Loans Taken Nominee Maturity Date

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Mediclaim

Name of the Company Policy No. & Type Benefits Issue Date Renewal Date

Theft / Burglary / Fire - Liability

Name of the Company Policy No. & Type Benefits Issue Date Renewal Date

Premimum due on

Periodic Maturity date

for Money-back Policy

Premium Amount

Sum Assured

Premium Amount

Sum Assured

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Income Tax Summary

Tax Due Tax Paid Remarks

Notes:

AssessmentYear

PAN / GIR No of Furnishing Return of Income

Total Income as per Return

of Income

Date of Assessment

Order

Total Income Assessed

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