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MY PERSONAL DIRECTORY

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FOR EMERGENCY PURPOSES
MY PERSONAL DIRECTORY
Mobile/Phone(Self):
A
B
C
D
E
F
G
H
I
J
Name Office Address
Residence
Address
Mobile/ Contact
Number
READY REFERENCE
RM Banking
& Wealth
Management
Service Executive
(Wealth
Management)
Insurance Agent
Tax Consultant
Family Doctor
Chartered
Accountant
DD/MM/YY
A
B
C
D
E
F
G
H
I
J
DOCUMENT DETAILS
Name Number Expiry Date
Passport
Driving License
Credit Card/ATM Cards
Club Membership/
Professional Others
Vehicle Details
Income Tax PAN No.
Aadhaar Card
LOCATION OF IMPORTANT DOCUMENTS
Personal Will
Spouse’s Will
Insurance Policies
Investment Papers
Property Records
Rent Agreement
Birth Certificate
Marriage Certificate
Domicile Certificate
Important Agreements
Other Important Papers
Credit/ ATM Cards
NPS Card
A
B
C
D
E
F
G
H
I
J
K
L
M
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
INSURANCE - LIFE INSURANCE POLICY DETAILS
HOSPITALISATION/ MEDICLAIM POLICY DETAILS
Name/
Nominee
Sr.
No.
Policy No./
Issuing Office
Amount
Insured
Issue Date/
Maturity Date
Table
& Term
Premium Remarks
A
B
C
D
E
F
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
Name & Type
of Policy
Sr.
No.
Policy No./
Previous Policy
No.
Amount
Insured
Issue Date/
Maturity Date
Premium Remarks
A
B
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
VEHICLE INSURANCE POLICY DETAILS
Name/Vehicle
Sr.
No.
Policy No./
Issuing Office
Amount
Insured
Issue Date/
Maturity Date
Premium Remarks
A
B
Reg. No.
Model Name & No.
Engine No.
Chassis No.
Mfg Yr.
CC
Nominee
Agent Name
& Mobile No.
Valid till
Reg. No.
Model Name & No.
Engine No.
Chassis No.
Mfg Yr.
CC
Nominee
Agent Name
& Mobile No.
Valid till
C
Reg. No.
Model Name & No.
Engine No.
Chassis No.
Mfg Yr.
CC
Nominee
Agent Name
& Mobile No.
Valid till
D
Reg. No.
Model Name & No.
Engine No.
Chassis No.
Mfg Yr.
CC
Nominee
Agent Name
& Mobile No.
Valid till
E
Reg. No.
Model Name & No.
Engine No.
Chassis No.
Mfg Yr.
CC
Nominee
Agent Name
& Mobile No.
Valid till
Date of Last Payment
Date of Maturity
Bank Name Branch
Type of
Account
Account No.
Operating
Instructions
Nominee/s
Specimen
Signature
Held with
(Optional)
BANK ACCOUNTS
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
FIRE/BURGLARY INSURANCE DETAILS
Name of the
Property/
Nominee
Sr.
No.
Policy No./
Issuing Office
Amount
Insured
Risk
Covered
Issue Date/
Maturity Date
Premium Remarks
A
B
C
D
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
FIXED DEPOSIT/RECURRING DEPOSIT/COMPANY DEPOSIT/ BONDS
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
Bank/
Company
Name &
Branch
Type of
Dep.
(SDR-Short
deposit
receipt
/FDR /RD)
FDR
No.
Date of
Dep.
Fvg. Amount
(`)
Due Date Op.
Inst.
Nominee/s Specimen
Signature
Loan
/OD
Availed
Held
with
(Optional)
MUTUAL FUNDS
Folio Number
Name of
the Fund
Nominee
Total Amount
Invested
Held with
(Optional)
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
PORTFOLIO MANAGEMENT SERVICES (PMS)
ALTERNATE INVESTMENTS (AIF)
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
Account /
Folio Number
Name of the Fund Nominee
Total Amount
Invested
Held with (Optional)
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
Account /
Folio Number
Name of the Fund Nominee
Total Amount
Invested
Held with (Optional)
ANY OTHER INVESTMENTS
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
Account /
Folio Number
Name of the
Fund
Nominee
Total Amount
Invested
Held with
(Optional)
Maturity Date
Company
No. of
Shares
Demat A/c.
No.
Demat Bank
Details
Demat
Statement
Location
Held with
(Optional)
SHARES/UNITS/DEBENTURES/BONDS: STANDING IN OWN NAME OR JOINTLY WITH
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
LOCKERS
Bank Name
& Branch
Locker
No.
In the
Name of
Code Rent (`) Nominee/s Contents
Rent
Renewal
Date
Held with
(Optional)
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
Bank Name &
Branch
Fvg. PPF A/c. No. Maturity Date Nominee/s
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
Bank Name &
Branch
Type of Account
& Pension A/c. No.
Operating
Instructions
Pension Payment
Order No.
Due Date for
Live Certificate
Nominee/s Signature
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
PUBLIC PROVIDENT FUND (PPF)
PERSONAL A/C
Name
Sr.
No.
1.
2.
3.
4.
5.
6.
7.
8.
SB A/c. No./
Bank & Branch
ATM/Debit
Card No.
Issue Date CVV No.Valid Through Remarks
Name
Sr.
No.
Bank’s Name
ATM/Debit
Card No.
Valid From CVV No.Valid Through
Remarks/
T-Pin
ATM/DEBIT CARD DETAILS
CREDIT CARD DETAILS
1.
2.
3.
4.
5.
6.
7.
8.
Name
Sr.
No.
Father/Husband Name Pancard No./Issue Dt. Contact Details
PANCARD DETAILS
PASSPORT DETAILS
Name
Sr.
No.
Passport No. Issue Date Expiry Date
Previous Passport
Details
Issuing Authority
1.
2.
3.
4.
5.
6.
7.
8.
1.
2.
3.
4.
5.
6.
7.
8.
Name
Sr.
No.
House Details
Meter No./Route
No
Customer No.
/Khata No.
RemarksDeposit `
Name
Sr.
No.
House Details Meter No. Customer No. RemarksDeposit `
ELECTRICITY DETAILS
GAS PIPELINE DETAILS
1.
2.
3.
4.
5.
6.
7.
8.
1.
2.
3.
4.
5.
6.
7.
8.
Name
Sr.
No.
House Details Consumer No. IOC Serial No. RemarksDeposit `
GAS CYLINDER AGENCY SERVICE DETAILS
LAND LINE DETAILS
Name
Sr.
No.
House Details Phone No.
Customer ID/
Account No.
Remarks
Deposit LL/Broad
Band WiFi `
1.
2.
3.
4.
5.
6.
7.
8.
1.
2.
3.
4.
5.
6.
7.
8.
Name
Sr.
No.
Driving Licence
No./Licencing
Authority
Issue
Date/CDOI
Valid Details/
Valid From
Valid Till
Remarks
DRIVING LICENCE DETAILS
RATION CARD DETAILS
Name
Sr.
No.
Ration Card No./
Issuing Authority
Issue Date Remarks
1.
2.
3.
4.
5.
6.
7.
8.
1.
2.
3.
4.
5.
6.
7.
8.
AADHAAR CARD - UID DETAILS
Name
Sr.
No.
Aadhaar Card No./
Enrolment No.
Issue Date Remarks
1.
2.
3.
4.
5.
6.
7.
8.
ELECTION IDENTITY CARD DETAILS
Name
Sr.
No.
Father/Husband
Name
Identity Card No. Issue Date
1.
2.
3.
4.
5.
6.
7.
8.
HOUSE TAX DETAILS
PROPERTY DETAILS
Property
Detail &
standing
in the
name of
How
acquired
(inherited/
Loan)
Bank Loan
Details:
Loan Amt.
EMI Amt.
O/s. Amt.
Nominee
if any
Registration
No./Share
Certificate
No.
Property
Card
No. and
valid
upto
Ins.
Policy
No.,
Amt.
&
Due
Date
Risk/s
Covered
Mortgage
with Bank
Name &
Branch/
Place of
Docs.
House Tax
(`)
and
Next Due Date
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
Name
Sr.
No.
1.
2.
4.
3.
5.
6.
House Details Census No.
Property
Identification
No. (PIN)
Construction
Sq. Mtrs.
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
Remarks
RENTAL INCOME
INCOME TAX
Rent started from Agreement House Details Outstanding Amount RemarksRent charges
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
*For More details, please contact;
Mobile No: ______________________, _____________________, ______________________
Email Id: ______________________________________, ________________________________
Permanent Account No. Ward No. and Office Address Last Return Filed
WILL
POWER OF ATTORNEY
MY DEBT/LIABILITIES
Disclaimer: ICICI Securities Ltd. ( I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Venture House, Appasaheb Marathe Marg, Prabhadevi, Mumbai
- 400 025, India, Tel No : 022 - 2288 2460, 022 - 2288 2470 Please note, Mutual Fund, Insurance, National Pension Scheme, Corporate Fixed Deposits, Bonds,
Loans and Alternate Investment Funds (AIF) related services are not Exchange traded products and I-Sec is acting as a distributor to solicit these products. All
disputes with respect to the distribution activity, would
not have access to Exchange investor redressal forum or Arbitration mechanism. This document is
intended to be used only by the customers of ICICI Securities Limited and should not be reproduced. ICICI Securities is neither responsible for nor does it make
any representations or warranties with respect to the accuracy of the information in this document.
My will is executed on:
Copy of the will is kept at:
Power of Attorney executed for Wife/Son/Others
Deed Executed on:
Details kept in file No.:
My Power of Attorney is:
(a) I am guarantor of Mr.
1.
2.
Give Complete details:
(b) I have borrowed from:
(Give Complete details)
(c) Other Liabilities:
NOTES
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Completed 15 December 2021

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