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FI Report

Location Sub Location


RM NAME TSM Name Prospect No

RM CODE DEALER NAME

DATE OF FI SCHEME TYPE TF New TF Refinance TF Rollover/TF Topup BW Car/MUV BW CV/LCV/SCV

Applicant
Name Date of Birth FATHER NAME
KKS - YES/No MOTHER NAME

Permanent Address Current Address


With PIN With PIN

RELIGION CASTE
CATEGORY GEN OBC SC ST OTHER
MOBILE NO CRN/APAC No GST No
PAN No - Aadhar Card - Voter Card/DL No -
References 1 References 2
Co App/GTR
Name Date of Birth FATHER NAME
Relation with App Nominee MOTHER NAME
Permanent Address Current Address
With PIN With PIN
CATEGORY GEN OBC SC ST OTHER
MOBILE NO CRN/APAC No Religon & Caste
PAN No - Aadhar Card - Voter Card/DL No -
Co App/GTR
Name Date of Birth FATHER NAME
Relation with App Nominee MOTHER NAME

Permanent Address Current Address


With PIN With PIN

CATEGORY GEN OBC SC ST OTHER


MOBILE NO CRN/APAC No Religon & Caste
PAN No - Aadhar Card - Voter Card/DL No -
Land Details
App Land Co App Land Family Land and Relation

Lease Land Lessor Name Lessor Mobile

Irrigation Source Crop Details Land Proof - Sarpanch Letter / Jamabandi

Other Income
Business details and Income PA
Milk Income details with Cattles
Agri Hiring Income
Commercial work Income

Proposed Asset Details


New/Refinance Make & Model YOM Loan Tenure EMI Pattern Cost of Asset Loan Amount LTV
Previous Asset Details
Asset Make & Model & YOM RC NO OWNER NAME Finance from Loan Amt No of EMI EMI Paid

Other Loan and OD Detail


Loan Type Financer Loan Amt Current OD DPD Reason and Justification of OD/DPD as per CM

IRR Details
Loan Amount IRR KKS Amount EMI Amount

Loan Tenure No of EMI EMI Pattern- HY/QTY/MONTHLY

RM Remarks

End Use of Refinance/Rollover/Topup


End Use -

RM Name
Sign

Code Date

Family Tree
Applicant's Grandfather

Applicant's Uncle Applicant's Uncle Applicant's Father Applicant's Uncle

Applicant's Brother Applicant's Brother Applicant Applicant's Brother

Applicant's Son Applicant's Son Applicant's Wife Applicant's Son


Vehicle Inspection Report for Tractor
Company Name - Kotak Mahindra Bank Ltd. Location Sub Location -
Customer Name Prospect No
Inspected by RM Name and Code Inspected Location -
The vehicle proposed for refinance has been physically inspected on_______________________ at __________________AM/PM.

1 Vehicle Registeration No
2 Chassis No
3 Engine No
4 Make & Model
5 Year of Model
6 Registeration Date
7 Documents checked RC/Fitness/Permit/Tax
8 Odometer Reading

Details of visible Visible Damages Remarks


Damages (if Any) Yes/No (Details of visible damaged noticed)
Front Show Penals
Bonet/Centre Grill
Left Hand Lamp
Right Hand Lamp
Radiator
Battery
Cowl Assempbly
Dash Board
Seats
Chassis Assempbly
Load Body
LH Tail Lights
RH Tail Lights
Bumpers
Rims/Tyres
Any Other

Signature

Date of Inspection
RM Name & Code

Designation

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