Client Name : VIJAY BHAI YOGI

Your Distributor : Bhupendrasingh Yadav

Address : Tirupati Rajnagar Abu Highway
Address : 36‐DEVARSHI BUNGLOW,AKESAN ROAD,PALANPUR
B H Gaytri Mandir
City : PALANPUR
City : PALANPUR SIP Analysis Report Pincode : 385001
Pincode : 385001
Mobile : 9426330549
Mobile : 9426736511
Email : SAIKRISHNABRY@GMAIL.COM
Email : vijayyogi3933@gmail.com
Current AMC
Group Client Scheme Scheme Registration Installment Actual Total Jul‐ Jun‐ May‐ Termination Termination Stepup Stepup Pause Pause Bank Bank Account
Folio No FUND Frequency StartDate EndDate Amount SIP Weg.CAGR Status SIP Type Termination Flag MICR Bank Branch
Name Name Short Name Name Date Date Installment Installment 21 21 21 Date Remark Fequancy Amount from To Name No
Amount Reason
Aditya Aditya
Aditya STATE
VIJAY Birla Sun Birla Sun
Vijaybhai Birla Sun 06 Jan 10 Feb 10 Jan BANK
BHAI 1036523250 Life Life Small Monthly 10 12 949 1000 1000 NO NO NO 73.79 TERMINATED Regular 11 Jan 2021 TERMINATED Offline 37225213658 CM0000549241
Yogi Life Small 2020 2020 2099 OF
YOGI Mutual Cap Fund ‐
Cap Fund INDIA
Fund GROWTH
HSBC Large
HSBC Large State
VIJAY HSBC and Mid
Vijaybhai & Mid Cap 06 Jan 06 Jan 10 Mar 12 Feb Bank
BHAI 1252389/31 Mutual Cap Equity Monthly 10 11 951 2000 2000 NO NO NO 59.62 TERMINATED Regular TERMINATED Offline 37225213658 51581
Yogi Equity 2020 2020 2099 2021 of
YOGI Fund Fund ‐
Fund‐Reg India
Growth
ICICI
ICICI ICICI State
VIJAY Prudential AHMEDABAD
Vijaybhai Prudential Prudential 06 Jan 10 Feb 10 Dec Bank
BHAI 14607823/64 Multicap Monthly 10 11 960 2000 2000 NO NO NO 56.05 TERMINATED Regular 11 Jan 2021 TERMINATED Offline 37225213658 CM0000549854 HIGHWAY,
Yogi Mutual Multicap 2020 2020 2099 of
YOGI Fund ‐ PALANPUR
Fund Fund India
Growth
SBI
Flexicap
STATE
VIJAY SBI Fund ‐
Vijaybhai SBI Mutual 10 Jan 10 Jan 10 Dec 10 Mar BANK
BHAI 19392890 Flexicap REGULAR Monthly 10 29 984 2000 2000 NO NO NO 21.05 TERMINATED Regular TERMINATED Offline 37225213658 2274402
Yogi Fund 2018 2018 2099 2021 OF
YOGI Fund PLAN ‐
INDIA
Growth
Option
6
Consecutive
Franklin
Franklin rejection ‐
Franklin India
VIJAY India Not
Vijaybhai Templeton Smaller 11 Jan 11 Jan 20 Dec 18 Aug AMC
BHAI 21257841 Smaller Monthly 20 87 984 1000 1000 YES YES NO 15.01 TERMINATED Regular Arranged Offline
Yogi Mutual Companies 2018 2018 2099 2020 TERMINATED
YOGI Companies For/Amount
Fund Fund‐
Fund Exceeding
Growth
Limit set by
A/c Holder
SBI
FOCUSED
SBI STATE
VIJAY EQUITY AHMEDABAD
Vijaybhai SBI Mutual Focused 05 Jan 06 Jan 10 Dec BANK
BHAI 23486297 FUND ‐ Monthly 10 12 960 1500 1500 NO NO NO 46.16 TERMINATED Regular 11 Jan 2021 TERMINATED Offline 37225213658 CM0000549293 HIGHWAY,
Yogi Fund Equity 2020 2020 2099 OF
YOGI REGULAR PALANPUR
Fund INDIA
PLAN ‐
GROWTH
DSP
Midcap State
VIJAY DSP DSP
Vijaybhai Fund ‐ 10 Jan 10 Jan 10 Dec 10 Mar Bank
BHAI 5103693/80 Mutual Midcap Monthly 10 35 984 1000 1000 NO NO NO 21.33 TERMINATED Regular TERMINATED Offline 37225213658 1342548
Yogi Regular 2018 2018 2099 2021 of
YOGI Fund Fund
Plan ‐ India
Growth
Tata Equity
P/E Fund State
VIJAY Tata
Vijaybhai Tata Equity Regular 06 Jan 06 Jan 10 Dec 10 Mar Bank
BHAI 5140070/74 Mutual Monthly 10 14 960 1500 1500 NO NO NO 45.98 TERMINATED Regular TERMINATED Offline 37225213658 CM0000549314 Mumbai
Yogi P/E Fund Plan ‐ 2020 2020 2099 2021 of
YOGI Fund
(Growth India
Option)
L&T Mid
State
VIJAY L&T L&T Cap Fund‐
Vijaybhai 06 Jan 06 Jan 10 Dec Bank
BHAI 5504304/77 Mutual Midcap Regular Monthly 10 11 960 2000 2000 NO NO NO 48.67 TERMINATED Regular 11 Jan 2021 TERMINATED Offline 37225213658 CM0000549241 Ahmedabad
Yogi 2020 2020 2099 of
YOGI Fund Fund Plan‐
India
Growth