FAMILY…

A circle of strength,
founded on faith,
joined in love and trust.

The contents of the document are confidential and for the eyes of your family alone.
Neither Privilege Club nor any of its representatives will ask you to share this with us at any time.
"My dear family,
I truly believe that sharing your life with your family is the biggest way to show them you care.
And I do care about all of you very much.

Which is why I have decided to share this knowledge with you. Enclosed is an encapsulation
of all our major financial assets and liabilities.

A family shares, cares and experiences life. And so will we.

Love you always,

Dad"

1
Here are few of my official identification documents:

1 PAN NUMBER

2 AADHAR NUMBER

3 PASSPORT NUMBER

4 DRIVER'S LICENSE NUMBER

5 RATION CARD NUMBER

2
 I currently bank with:
Bank 1 details
Bank Name Name of account holder Branch

Account Number IFSC code Name of Nominee

Bank 2 details
Bank Name Name of account holder Branch

Account Number IFSC code Name of Nominee

3
Note: In case of multiple accounts, please take multiple print-outs.
 I am covered under Life Insurance with:
Life Insurance 1 details
Insurer Name Policy number Agent name

Nominee Policy holder Sum assured

Agent contact

Life Insurance 2 details

Insurer Name Policy number Agent name

Nominee Policy holder Sum assured

Agent contact

4
Note: In case of multiple policies, please take multiple print-outs.
 I am secured with the below Mediclaim policy:
Mediclaim policy 1 details
Insurer Name Policy number Agent name

Nominee Policy holder Sum assured

Agent contact

Mediclaim policy 2 details

Insurer Name Policy number Agent name

Nominee Policy holder Sum assured

Agent contact

5
Note: In case of multiple policies, please take multiple print-outs.
I also have other Insurance policy like:

Insurer Name Policy holder

Policy number Persons covered

Sum assured Agent name

Agent contact Nominee

6
Note: In case of multiple policies, please take multiple print-outs.
I invest in the below Mutual Funds:
Mutual Funds 1 details
Mutual fund Scheme name Folio number

Type of MF (Equity/Debt) ISIN number SIP/lumpsum

Units Maturity date (If applicable) Nominee name

Mutual Funds 2 details

Mutual fund Scheme name Folio number

Type of MF (Equity/Debt) ISIN number SIP/lumpsum

Units Maturity date (If applicable) Nominee name

7
Note: In case of multiple assets, please take multiple print-outs.
I hold Stocks and Securities with:
Stocks and Securities 1 details
Stock name Trading bank account number

Quantity Nominee

Stocks and Securities 2 details

Stock name Trading bank account number

Quantity Nominee

8
Note: In case of multiple assets, please take multiple print-outs.
My current loan liability:

Bank/Financial Institution Type of loan

Loan account number Tenure

EMI Start Date

9
Note: In case of multiple liabilities, please take multiple print-outs.
I also invest in the below PPF:

PPF account number Account opening date

Bank name Bank branch

Year of opening

10
Note: In case of multiple assets, please take multiple print-outs.
A realty investment I am proud of:

Property name Property address 1st owner (holder)

2nd owner (holder) Purchase price Date of purchase

License number Loan paid? (Yes/No) If No, EMI Due

11
Note: In case of multiple properties, please take multiple print-outs.
I invest in below NPS:

Scheme Name Account opening date

Bank name Bank branch

Year of opening

12
Note: In case of multiple assets, please take multiple print-outs.
I invest in the below RBI Taxable Bonds:

Issuer Investment amount

Interest (%) Tenure

Type of Bond Nominee

13
Note: In case of multiple assets, please take multiple print-outs.
Some other investment of mine:
Asset 1
Name of asset class Value

Asset 2
Name of asset class Value

14
Note: In case of multiple assets, please take multiple print-outs.