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Personal Organiser ICAI_CIRC_MEERUT_CA YAHOO GROUP
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CA AMRESH VASHISHT,MODERATOR OF THE GROUP.
115, Chappel Street, Meerut Cantt-250001
Phone; 0121-2661946, 09837515432
InformationPersonal Data
Dates to Remember
Renewals
Vehicle Particulars
Advisors and Consultants
Doctors & Hospitals
Documents record
Registration Info
Bank AccountsRecord 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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Conquer Complexity
The world with its complexities is severely demanding on our personal lives. There are too many forms to fill out, toomany documents to keep track of, too many dates and numbers to remember. In the bustle of life, however, who canremember when an insurance policy of fixed deposit will mature? .... when the passport or driving licence is to berenewed? ... 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 Organiserwill help you put your personal records in order. It is designed to be an inventory ofall that is important to you. It will remind you, at a quick glance, of details which are important but which you need notcarry 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 toobtain 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, theyneed not turn the house upside down looking for a particular document in your absence. This Personal & FinancialOrganiser is intended to last a lifetime. Keep it safe. In case you want to use the print-out, use pencil to make theentries, for they may have to be revised later.
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Personal DataName
Date of Birth Blood Group
Birth 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 Agency
Water 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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NDEX
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Dates to Remember
Birth Days Anniversaries Other Dates
Family
Friends
Oth
ers
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Dates to Remember
Number(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:
RegistrationNo.
InsurancePremium
& 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)
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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 Passport
School Leaving Certificate Domicile Certificate
Educational Certificate
Bank Locker No. / Keys
Bank Pass Books a) Personal b) BusinessBank Cheque Books a) Personal b) Business
Fixed Deposits a) Personal b) Business
Cumulative Time Deposit
Public Provident Fund PPF GPF Statements
Pending Litigation Papers Court Decisions
Wills & Trusts
Business Documents
Tax Files a) Personal b) Business
Policy Files a) Life Insurance c) Medical Insurance
b) General Insurance d) Fire / Accident
Property Files a) Real Estate b) Flat Ownership
Investments b) Others
Deposit Receipts for Telephone, Gas, Electricity, Vehicles
Rent Papers ( Agreements, Receipts & other Correspondence)
Superannuation Certificate
Mortgage 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 Associations
a. Membership Fee a. Membership Fee
b. Renewal Date b. Renewal Date
c. Regn No. c. Regn No.
a. Membership Fee a. Membership Fee
b. Renewal Date b. Renewal Date
c. Regn No. c. Regn No.
3 Online Registration on Different sites on Internet
a. URL / Name of Site a. URL / Name of Site
b. Login Name b. Login Name
c. Password c. Passwordd. Registration Fees d. Registration Fees
e. Renewal Date e. Renewal Date
a. URL / Name of Site a. URL / Name of Site
b. Login Name b. Login Name
c. Password c. Password
d. Registration Fees d. Registration Fees
e. Renewal Date e. Renewal Date
4 Important sites on Internet
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Bank Account
Name of the bank and branch Nature of A/c No. Name of Joint Holders Name of Nominee Mode of operation
Personal
Spouse
Ch
ildren
Business
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Record of Personal Property
Immovable 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 theBank &Branch
Period ofDeposit
Names ofHolders
Date ofMaturity &
value
Name ofNominee
Loansagainst FD
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Investment (Shares/Bonds / Debentures / Units)
Folio No Face Value
Other Information:
Name of theCompany
No. of shares /Bonds / Deb
Shares /Bonds / Deb /
Cert No.
Date ofAcquisition
Total cost ofAcquisition
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Investment (Mutual Funds)
Issued by No. of Units Distinctive No. Face Value Period
Other Information:
Date ofPurchase
CertificateNo.
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Investment (Chitty)
Chitty No Company Sala Duration
Other Information:
Date ofTermination
Installmentamount
Prized / Non-prized
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Advance Booking (For House, Vehicle, Telephone, etc.)
Item Cost Company Nominee
Notes:
Booking No. &Date
Expecteddate of
allotment
InitialPayment /Deposit
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Receivables
Debtor's Name & Address Amount Document Due Date Interest
Notes:
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Borrowings
Creditor's Name & Address Due Date
Other Information:
AmountBorrowed
Property /document Pledged
Deed /Document of
Mortgage
Rate ofInterest
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Borrowings Home Loan
Amount Period Instalment Rate of Interest Guarantor
Other Information:
Institution & Date ofAvailing the loan
Document /Property
Mortgaged
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Other Liabilities
Item Price Period Initial Payment
Guarantor / Surety
Debtor's Name & Address Liability Amount Period Date of Loan Date of Closing Creditors
Creditor's Name& Address
Date ofPurchase
Sueties /Guarantors
InstallmentAmount
Instalment
Amount
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Life InsuranceName & Addresses of the Agent(s)
Phone No. :
Policy No. & Date of Issue Sum Assured Loans Taken Nominee Maturity Date
Personal
Spouse
Children
Mediclaim
Name of the Company Policy No. & Type Benefits Issue Date Renewal Date Sum Assured
Theft / Burglary / Fire - Liability
Name of the Company Policy No. & Type Benefits Issue Date Renewal Date Sum Assured
Premimum dueon
PeriodicMaturity datefor Money-back
Policy
PremiumAmount
PremiumAmount
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Income Tax Summary
Tax Due Tax Paid Remarks
Notes:
AssessmentYear
PAN / GIR No ofFurnishingReturn ofIncome
Total Incomeas per Return
of Income
Date ofAssessment
Order
Total IncomeAssessed
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