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My Family FIDOK
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Financial Information and Documents Organizer Kit (FIDOK)
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WhatsApp: https://wa.me//919952982678 Email: r3clients@gmail.com Mobile: 99529 82678, 99529 84678
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Family Name:
Updated on:
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1) Names of Family Members
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S.N.
Name of Family Members
RelationshipDate of BirthYour Family Photo Here
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May also add other family members like siblings & in-laws who are dependent on you
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2) Important Contacts for Family
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Sr.No.CategoryName of ContactMobileEmail
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1Family Doctor
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2Financial Advisor
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3Lawyer
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4Tax Consultant
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5Bank Relationship Mngr
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6Office HR
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May also add other important people like friends and family who are very close and reachable in case of emergencies
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3) Passwords Details
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S.N.Login KindID / NumberWho knows password
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1Personal Email
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Online Password Manager
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3Mobile Phone Unlock
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May also add other important Login credentials for digital logins. Never mention passwords here
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4) Bank Account Details
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Sr. No.
A/C Holder NameBank NameBranchAccount NumberNominee/s
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5) Debit / Credit Card Details
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Sr. No.
NameLinked AccountATM / Debit Card No.Valid TillAttached Insurance
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6) Locker Details
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Sr. No.
Bank Name & BranchLocker No.In the Name ofCodeNominee
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May also add details of lockers kept in house if any
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7) Life Insurance Policies
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Sr. No.
Policy Name and No.Name of Policy HolderAmount InsuredMaturity DateNominee
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Life Insurance Policies include Term, ULIPs, Endowments, MoneyBack etc
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8) Health Insurance Policies
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Sr. No.
Name & Type of PolicyName of Policy HolderPolicy No.Amount InsuredRenewal Date
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Health Insurance Policies include Mediclaim, Critical Illness, Personal Accident etc
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9) Other Insurance Policies
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Sr. No.
Name & Type of PolicyPolicy No.Amount InsuredValid TillPremium (Rs.)
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Other Insurance Policies include Vehicle Insurance (Car & Bike), Home Insurance
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10) Main Investment Account Details
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S.N
Investment Account Type
Account Holder NameDistributor / AdvisorAccount No. Nominee/s
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If you have a bigger portfolio of Mutual Funds or Equity Shares, you may add that as a separate section
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11) Other Investment Account Details
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S.N
Investment Account Type
Account Holder NameDistributor / AdvisorAccount No. Nominee/s
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