Investment Tracker

🏠 Dashboard ➕ Add New Record 👥 View by Holder 📊 View by Category 📈 Reports 👤 Nominee Status

Investment & Insurance Dashboard

Total Records

55

Unique Holders

13

Companies/Institutions

23

ID Category Company Holder Name Amount Policy/Account No. Contact Person Contact No. Nominee Actions
57 Bank Accounts AMB Savings Pinkey Pandya 500 new ronak Not Set Edit Delete
54 Bank Accounts AMB Savings Ronak Goyal Anand Branch Not Set Edit Delete
53 Bank Accounts VVCC Current RGs VV Nagar Branch Not Set Edit Delete
52 Bank Accounts VVCC Savings Ronak Goyal VV Nagar Branch Not Set Edit Delete
51 Bank Accounts Kotak - Savings Ronak Goyal Anand Branch Not Set Edit Delete
50 Bank Accounts DBS Bank - Anand Pinkey Pandya Not Set Edit Delete
49 Bank Accounts DBS Bank - Anand Ronak Goyal HUF 8115010000002547 Added - SP Edit Delete
48 Bank Accounts DBS Bank - Anand Siddhi Pandya Not Set Edit Delete
47 Bank Accounts DBS Bank - Anand Ronak Goyal 8115010000002448 Added - SP Edit Delete
46 Bank Accounts DBS Bank - Anand Nirmala Goyal 8115010000002578 Added - RG Edit Delete
45 Bank Accounts ICICI Bank - VV Nagar Siddhi Pandya 008501020800 VV Nagar Branch Added - RG Edit Delete
44 Bank Accounts ICICI Bank - VV Nagar Ronak Goyal 008501020799 VV Nagar Branch Added - SP Edit Delete
43 Bank Accounts ICICI Bank - VV Nagar Nirmala Goyal 008501521001 VV Nagar Branch Added - RG Edit Delete
42 Bank Accounts HDFC Bank - Anand Branch Ronak Goyal HUF 50100707429191 Anand Branch No Nominee Edit Delete
41 Bank Accounts HDFC Bank - Anand Branch Roopshree 50200093693494 Anand Branch No Nominee Edit Delete
40 Bank Accounts HDFC Bank - Anand Branch Pinkey Pandya 50100669947745 Anand Branch Added - VP Edit Delete
39 Bank Accounts HDFC Bank - Anand Branch Siddhi Pandya Not Set Edit Delete
38 Bank Accounts HDFC Bank - Anand Branch Ronak Goyal 50100284004613 Anand Branch 7600868164 Added - NG Edit Delete
37 Bank Accounts IDBI Bank - Anand Branch Ronak Goyal & Co 96626032 Anand Branch Incorrect name - NG Edit Delete
36 Bank Accounts IDBI Bank - Petlad Branch Nirmala Goyal 87433960 Petlad Branch Added - RG Edit Delete
35 Bank Accounts IDBI Bank - Petlad Branch Ronak Goyal 81515015 Petlad Branch No Nominee Edit Delete
34 Bank Accounts Indusind Bank - Anand Branch Priyanka Agarwal 100188709624 No Nominee Edit Delete
33 Bank Accounts Indusind Bank - Anand Branch Siddhi Pandya and Ass 258401990311 Added Edit Delete
32 Bank Accounts Indusind Bank - Anand Branch Siddhi Pandya 158401990311 No Nominee Edit Delete
31 Bank Accounts Indusind Bank - Anand Branch Ronak Goyal & Co 253003121194 Darpan Patel 9687834888 No Nominee Edit Delete
30 Bank Accounts Indusind Bank - Anand Branch Nirmala Goyal 159375958364 Darpan Patel 9687834888 Added Edit Delete
29 Bank Accounts Indusind Bank - Anand Branch Ronak Goyal 159898172498 Darpan Patel 9687834888 No Nominee Edit Delete
28 Mutual Funds Ronak HUF All family members Narendra Not Set Edit Delete
27 Mutual Funds Roopnarayan Investments Ronak Goyal Vijay Pandya 9687338411 Not Set Edit Delete
26 Share Accounts JK Securities Siddhi Pandya Not Set Edit Delete
25 Share Accounts JK Securities Ronak Goyal JK Securities Not Set Edit Delete
24 Share Accounts Kotak securities Ronak Goyal Kotak company Not Set Edit Delete
23 Share Accounts ICICI Securities Siddhi Pandya Not Set Edit Delete
22 Share Accounts ICICI Securities Nirmala Goyal Not Set Edit Delete
21 Share Accounts ICICI Securities Ronak Goyal Not Set Edit Delete
20 Share Accounts Upstox Siddhi Pandya Not Set Edit Delete
19 Share Accounts Upstox Nirmala Goyal Not Set Edit Delete
18 Share Accounts Upstox Ronak Goyal Darpan Patel 9687834888 Not Set Edit Delete
17 Car Insurance Tata Aig Ronak Goyal Vijay Pandya 9687338411 Not Set Edit Delete
16 Axis Bank - Car EMI Insurance Axis Bank Ronak Goyal EMI Waive off Chital Patel 8347067111 Not Set Edit Delete
15 Mediclaims ICICI Health Insurance Mom and Dad Not Set Edit Delete
14 Mediclaims Star Health Insurance Uma Goyal Chetan Patel 9825112520 Not Set Edit Delete
13 Government Policy - Accident Insurance IDBI Bank Ronak Goyal 200000 IDBI Bank Petlad Branch Not Set Edit Delete
12 Government Policy - Insurance IDBI Bank Ronak Goyal 200000 IDBI Bank Petlad Branch Not Set Edit Delete
11 Normal Insurance LIC Ronak Goyal 120000 879679566 Not Set Edit Delete
10 Normal Insurance LIC Ronak Goyal 500000 879679565 Not Set Edit Delete
9 Normal Insurance LIC Ronak Goyal 500000 879679563 Not Set Edit Delete
8 Normal Insurance LIC Ronak Goyal 500000 879679564 Vijay Pandya 9687338411 Not Set Edit Delete
7 Normal Investment and Insurance Aditya Birla Sunlife Insurance co. Ronak Goyal 150000 Not Set Edit Delete
6 Normal Investment and Insurance Aditya Birla Sunlife Insurance co. Siddhi Pandya 300000 Not Set Edit Delete
5 Normal Investment and Insurance Aditya Birla Sunlife Insurance co. Siddhi Pandya 300000 008815190 Dhaval Parikh Not Set Edit Delete
4 Term Insurance Aditya Birla Sunlife Insurance co. Siddhi Pandya 5000000 Not Set Edit Delete
3 Term Insurance Aditya Birla Sunlife Insurance co. Ronak Goyal 5500000 009251752 Not Set Edit Delete
2 Term Insurance Aditya Birla Sunlife Insurance co. Ronak Goyal 6000000 008420098 Not Set Edit Delete
1 Term Insurance Aditya Birla Sunlife Insurance co. Ronak Goyal 6000000 007617411 Dhaval Parikh 7567466375 Not Set Edit Delete