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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
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
ds
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
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
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
Pe
rso
na
lS
po
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eC
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nB
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ine
ss
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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