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INVESTMENT DETAILS - KAVITHA MANI

SR NO PARTICULARS DETAILS OF INVST. AMT


1 LIC POLICY NO.901429945 100000.00
2 LIC POLICY NO.880616799 100000.00
200000.00
DUE DATE
IN NAME PREMIUM AMT FR PREM DOC
KAVI 5099.00 10/28/2005 28/10/2000 9967500971 RAO
KAVI 5195.00 1/18/2006 21/1/99
Maturity
SR NO PARTICUL DETAILS OF INVST. AMT IN NAME PREMIUM Date post office
1 NSC 50EE 290852 10000.00 KAVI 0.00 1/12/2010 j.n.rd mulund
KAVI
2 NSC 38DD 954476 5000.00 MANI 0.00 2/10/2010 j.n.rd mulund
KAVI
3 NSC 51EE 626592 10000.00 MANI 0.00 2/10/2010 j.n.rd mulund

25000.00
post office
j.n.rd mulund

j.n.rd mulund

j.n.rd mulund
SR NO PARTICULARS DETAILS OF INVST. AMT IN NAME PREMIUM
1 PPF A/C NO392/05-UNITED BK OF INDIA 42232.00 KAVI 0.00
42232.00

SR NO PARTICULARS DETAILS OF INVST. AMT IN NAME PREMIUM


AASHWA
TH M
2 KVP 59CD 325891 10000.00 0
AASHWA
TH M
3 KVP 59CD 325892 10000.00 0
AASHWA
TH M
4 KVP 65CD 682801 10000.00 0
AASHWA
TH M
5 KVP 65CD 682802 10000.00 0
AASHWA
TH M
6 KVP 73CD 113237 10000.00 0
AASHWA
TH M
7 KVP 73CD 113238 10000.00 0
60000.00

SR NO PARTICULARS DETAILS OF INVST. AMT IN NAME


1 LIC Market Plus Policy no 882956834 10000.00 Kavitha M
10000.00
DUE DATE
FR PREM
bal as on 31/3/07

DUE
DATE
dt of purch post office

10/1/2005 8/10/2013 j.n.rd mulund

10/1/2005 8/10/2013 j.n.rd mulund

6/7/2005 2/6/2014 j.n.rd mulund

6/7/2005 2/6/2014 j.n.rd mulund

7/11/2006 2/6/2014 j.n.rd mulund

7/11/2006 2/6/2014 j.n.rd mulund

DUE
DATE

15/02/2017
LIST OF KVPS TAKEN IN YEAR 2006
DT OF
SR NO PARTICULARS DETAILS OF INVST. AMT IN NAME ISSUE

MANI
1 KVP 81 CD 147492 10000.00 KAVI 30/11/2006
MANI
KVP 81 CD 147493 10000.00 KAVI 30/11/2006
MANI
KVP 81 CD 147494 10000.00 KAVI 30/11/2006
MANI
KVP 81 CD 147495 10000.00 KAVI 30/11/2006
MANI
KVP 81 CD 147496 10000.00 KAVI 30/11/2006
MANI
KVP 81 CD 147497 10000.00 KAVI 30/11/2006
MANI
KVP 81 CD 147498 10000.00 KAVI 30/11/2006
MANI
KVP 81 CD 147499 10000.00 KAVI 30/11/2006
MANI
KVP 81 CD 147500 10000.00 KAVI 30/11/2006
MANI
KVP 81 CD 147501 10000.00 KAVI 30/11/2006
100000.00
MATURITY
DATE MAT VALUE POST OFFICE

30/11/2014 18509.30 ANKLESHWAR

30/11/2014 18509.30 ANKLESHWAR

30/11/2014 18509.30 ANKLESHWAR

30/11/2014 18509.30 ANKLESHWAR

30/11/2014 18509.30 ANKLESHWAR

30/11/2014 18509.30 ANKLESHWAR

30/11/2014 18509.30 ANKLESHWAR

30/11/2014 18509.30 ANKLESHWAR

30/11/2014 18509.30 ANKLESHWAR

30/11/2014 18509.30 ANKLESHWAR


185093.00
INSURANCE

LIC

Risk
Date/Dt of
Commenc
Policy No Sum Assured Plan & Term ement Mode of Payment Accident Benefit Instalment Premium
3 811073415 15000 88-15 15/09/93 YLY YES 272
4 920824822 100000 14-20 28/08/98 YLY YES 4828
5 901224973 100000 111-25 10/03/00 YLY YES 1261
6 901224974 100000 111-25 10/03/00 YLY YES 1261
7 901224975 100000 111-25 10/03/00 YLY YES 1261
8 901224976 100000 105-30 10/03/00 YLY YES 2474
9 901224977 100000 105-30 10/03/00 YLY YES 2474
10 901224978 100000 105-30 10/03/00 YLY YES 2474
715000
Birla Sun Life
Policy No Sum Assured Nominee Policy Date Mode of Payment Premium

000081122 Flexi
Securelife Retirement Plan Kavitha Mani 15/03/03 YLY
818420 Prime Life
Premier 500000 Kavitha Mani 15/12/06 Single pay

568880 Prime Life Premier 300000 Kavitha Mani 28/2/2006 Single pay
800000
Annual Prem S.B. Date Due Date/Month Age Range
1069.1 N.A 15/SEPT 20-35
4924.6 N.A 28/AUG 25-45
1261 N.A 10/MAR 27-52
1261 N.A 10/MAR 27-52
1261 N.A 10/MAR 27-52
2474 N.A 10/MAR 27-57
2474 N.A 10/MAR 27-57
2474 N.A 10/MAR 27-57
11205
17198.7
Premium Due Date/Month Age Range Nominationa of M.W.P Act

10000 26/MAR 29-50 Kavitha Mani Surr val as on 25/3/07-48193.49

100000

60000
170000.00

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