personal financial organizer
TRANSCRIPT
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Personal OrganiserS.No. Contents:
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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
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Personal DataName Bibhash AuttriDate of Birth 19.01.1982 Blood Group A+Birth Star Zodiac Sign Libra
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
Fam
ilyF
rien
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Oth
ers
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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
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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)
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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
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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
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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
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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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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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