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SR No.
Investment Type
Company/Bank
Select Company/Bank
Aditya Birla Sunlife Insurance co.
AMB Savings
Axis Bank
DBS Bank - Anand
HDFC Bank - Anand Branch
ICICI Bank - VV Nagar
ICICI Health Insurance
ICICI Securities
IDBI Bank
Indusind Bank - Anand Branch
JK Securities
Kotak - Savings
Kotak securities
LIC
Ronak HUF
Roopnarayan Investments
Star Health Insurance
Tata Aig
Upstox
VVCC Savings
Holder
Select Holder
All family members
Flat Insurance
Mom and Dad
Nirmala Goyal
Office Insurance
Pinkey Pandya
Priyanka Agarwal
Ronak Goyal
Ronak Goyal & Co
Ronak Goyal HUF
Roopshree
Siddhi Pandya
Uma Goyal
Amount
Policy/Account Number
Point of Contact
Select Contact
Anand Branch
Chetan Patel
Chital Patel
Darpan Patel
Dhaval Parikh
IDBI Bank Petlad Branch
JK Securities
Kotak company
Narendra
Petlad Branch
Vijay Pandya
VV Nagar Branch
Nominee
Select Nominee
Added
Added - NG
Added - RG
Added - SP
Added - VP
Incorrect name - NG
NA
No Nominee
Premium Amount
Frequency of Premium
Select Frequency
Monthly
Quarterly
Half Yearly
Yearly
One Time
No Premium
Notes
asdsad
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