BANKING/INVESTMENT ACTIVITIES
Other
Bank Used :
Nationalized Private
Sector Co-operative
Foreign
Main
Banker:
Preferred Investments:
Bank
Deposits
Company Deposits Mutual
Funds
Gold Others
Credit
Card:
Yes
No
If Yes, Number of cards owned
Number of years since cards owned
Name of the most frequently
used card
LOANS
Loan availed in the last three years:
Car
Housing
Durables
Business
Loans
against shares others
Bank products /Services availed for
Car
Loan Demat
Account Personal
Loan IPO
finding
Loan against
shares Purchased
mutual funds Broking
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