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Sri Siddheshwari Funds Pvt

No.60,3rd Floor,GMS Complex, Nirah Nagar,


Vaibhav Nagar, Belgaum, Karnataka 590010
____________________________________________________

Loan Application FormForm

00,000*

Tenure: Maximum up to 5 years

*Use the empty pages to fill any information you want to give other than the details provided in the application
App No: C006333
uments Required
Photo identity (any one)

Proof of residence (any one)

Proof of age (any one)

Passport Valid permanent driving licence


Passport Valid permanent driving licence Voter's identity card Passport Valid permanent driving
Photo PAN card Voter's identity card
Ration card Telephone (Land/Mobile) bill Electricity bill
licence Photo PAN card
Government identity card Defence identity card Society outgoing bill Property tax bill Domicile certificate
Birth certificate
with address issued by municipal corporation
School leaving certificate

Documents Required
Please note: Passport size photograph with signature across the photograph.
*The loan will be disbursed in full or in suitable installments taking into account the requirement of funds as assessed our company.

Financial Documents Required


Salaried

Latest salary slip ( OR)


Bank statements of the primary account for the last 3 months (OR)
Acknowledged IT return (latest) for one year (OR)
Latest Form16

Self-employed/
Proprietor

P&L account and balance sheet for the last 2 years certified / audited by CA (OR)
Computation of income for the last 2 years certified by a CA (OR)
Acknowledged IT returns for the last 2 years (mandatory) (OR)
Bank statement of the primary account for the last 6 months

Similar set of documents need to be provided for the co-applicant, if applicable.

Applicant Details
Name __________________________________________________________________________________________________
First

Mr.

Mrs.

Middle

Ms.

Former or other name, if any

Dr.

Last

Others _______________________________________________________

_____________________________________________________________________________

(Please attach supporting documents, if former/other name is provided)

Passport no. ______________________________ Driving licence no. __________________________________________

status

Single

Married

No. of dependants ____________________________________

PHOTO

Sex

Male

Female

Date of birth(dd/mm/yyyy) __________________________ PAN no. / GIR no. ____________________________________

Name of spouse _______________________________________________________________________________ No. of children _____________________

Email address

_____________________________________________________________________________________________________________________________________

Do you possess a car?

Yes

No

If yes, your car is:

Your own

Company provided

Financed

Make of car: _______________________________________________________________________________________________________________________

Do you have a club membership?

Yes

No

Are you a member of a frequent flyer programme?

Yes

No

Name of programme: _______________________________________________________________________________________________________________

Educational qualification:

Post-graduate degree

Graduate

Professional degree (CA, Doctor, Engineer, MBA, Architect)

Diploma holder

Under graduate

High school

Others : _____________________________________________________________

Job title: __________________________________________________________________________________________________________________________

Residence Accommodation - Applicant


Type
Flat/Apartment

Ownership
Independent house

Bungalow/Villa

Company provided

Rental

Mortgaged

Others _________________________

Self owned

Parents/Relatives

Address Details - Applicant


Current Residential Address
Flat no. and bldg. name __________________________________________________________________________________________________________________

Road name/Number ______________________________________________________________________________________________________________________

Area and landmark _______________________________________________________________________________________________________________________


City ________________________________________________________________________________________________ Pin code ___________________________
Residence tel. no. (With STD code) _________________________________________________________________________ Mobile ______________________________
One of the above numbers is mandatory to specify.

Email address _________________________________________________________________________________________________________________________

Duration at current address _________________________ years _______________________ months


If you have a permanent address which is different from the residential address, please provide details along with the proof of address.

Alternate Address
Flat no. and bldg. name __________________________________________________________________________________________________________________
Road name/Number ______________________________________________________________________________________________________________________

Area and landmark _______________________________________________________________________________________________________________________

City ________________________________________________________________________________________________ Pin code ___________________________

Residence tel. no. (With STD code) _________________________________________________________________________ Mobile ______________________________


One of the above numbers is mandatory to specify.

Duration at current address _________________________ years _______________________ months

Office Address
Firm name/Employer and dept. name __________________________________________________________________________________________ _____________________________

Bldg. name and flr. and street name/no. ____________________________________________________________________________________________________________________

Landmark (mandatory) _____________________________________________________________________________________________________________________________________

City ____________________________________________________ State _______________________________________ Pin code _________________________________________

Office tel. no. (With STD code) _____________________________________________ Extn. ______________ Fax no. (With STD code) ___________________________________
(mandatory)

About My Job / Profession / Occupation - Applicant


Salaried
Designation:

Senior management

Executive / Officer

You work for:


Government
Public ltd. co.
Exact designation: ___________________________

Professional

Public Sector

Non-executive

Pvt. ltd. co.

MNC

Others _______________________
Others ___________________________

Self-employed
Your firm
Proprietorship

Others

Profession
Partnership

Private limited company

Student

C. A.

Journalist

Architect

Consultant

Doctor

Lawyer

Others _______________________

Housewife

Retired
Others

____________________

Business Details
Manufacturing
Plant and machinery

Yes

No

Investment in plant and machinery ________________________________

Services
Office equipment

Yes

No

Investment in office equipment ___________________________________

Name of firm / Employer _________________________________________________ Nature of business ____________________________________________


Employee Number ______________________________________ Current project details __________________________________________________________

Total no. of years in employment/business

No. of years in present employment/business

No. of years in previous employment/business

Income Details - Applicant


Annual salary/Income (current year): Gross _____________________________________ Net _____________________________________

Purpose of Personal Loan


Purchase of professional equipment

Purchase of vehicle

Working capital (advertising, wages, rent, other costs)


Other business use

Travel

Purchase of office equipment

Purchase of other consumer durable(s)

Purchase of raw material

Retiring other debt(s)

Takeover of existing personal loan

Any other ______________________

My Financial References

No. of Banks/Financial institutions used ______________________________________ My main account is at (Bank name and branch) ____________

_______________________________________ Account number (optional)_____________________________ Type of account ------------------------------------------

Credit card details


Credit card details

Card 1

Card 2

Card number

Name of card

Credit limit

Issued by

Held since

Card 1

Card 2

(optional)

(optional)

(optional)

(optional)

Existing regular monthly commitment/Personal loan instalment details


Bank

Personal loan type

Monthly commitment/Personal loan instalment

1
2
3
Details of family members/joint applicants having accounts (optional)
Nature of account

Account name

1
2
3

out My Job / Profession / Occupation - Co-applicant

Account number

Salaried
Designation:

Senior management

You work for:

Government

Executive / Officer

Public ltd. co.

Professional

Public Sector

Non-executive

Pvt. ltd. co.

MNC

Others _______________________
Others ___________________________

Self-employed
Your firm
Proprietorship
Partnership
Private limited company

Profession
C. A.
Doctor

Others

Journalist
Lawyer

Architect
Consultant
Others _______________________

Student
Housewife
Retired
Others ____________________

Business Details
Manufacturing
Plant and machinery

Yes

Services

No

Office equipment

Yes

No

Investment in Plant and machinery ________________________________

Investment in office equipment

___________________________________

(Original cost excluding cost of land, building, furniture and fixtures and other items
which are to be excluded for calculating the above 'investment' as per the extant
guidelines of the RBI on priority sector lending)

(Original cost excluding cost of land, building, furniture and fixtures and other items
which are to be excluded for calculating the above 'investment' as per the extant
guidelines of the RBI on priority sector lending)

Name of Firm / Employer _________________________________________________ Nature of business ____________________________________________

Employee number ______________________________________ Current project details __________________________________________________________

Total no. of years in employment/business

No. of years in present employment/business

No. of years in previous employment/business

My Requirements
Personal loan amount required for ` __________________________________ Personal loan tenure required _________________ months/years
EMI date will be the 6th of every month, depending on the personal loan disbursal date.

My Instructions
For my convenience, please direct all correspondence to my

Applicant signature

Residence

Office address

Applicant signature