OM INVESTMENTS

Haren Mehta / Tej Mehta

18, Nirakunj, Vinayak Society,

Gotri Road, Vadodara-390007.
Mob: 9879503574
Mail ID: haren3@gmail.com

Comprehensive Insurance Chart Pg. 1 of 16

Dilesh H Mehta [M00003] 01-May-2019

Policy Details

Com m . Term Tax Rider

Policy No. Product Nam e Date /PPT Sum Prem ium Md. Ben. Nom inee Details

Dilesh H Mehta

873804289 LIC - Jeevan Aastha 21-Jan-09 10/1 300000 51915.00 S self Shilpa Dilesh
Mehta

873040440 LIC - New Janaraksha 22-Dec-04 28/28 30000 347.00 Q self Shilpa Dilesh DAB
Polic Mehta

872792991 LIC - Jeevan Shree 28-Jan-02 15/10 1200000 124556.00 Y self Shilpa Dilesh
Mehta

872792992 LIC - Jeevan Shree 28-Jan-02 10/6 1000000 174510.00 Y self Shilpa Dilesh
Mehta

872788389 LIC - New Jeevan Dhara 22-Dec-01 12/1 50000 14522.00 S self Shilpa Dilesh
Mehta

872788390 LIC - New Jeevan Dhara 22-Dec-01 11/1 50000 15967.00 S self Shilpa Dilesh
Mehta

872788391 LIC - New Jeevan Dhara 22-Dec-01 14/1 50000 12032.00 S self Shilpa Dilesh
Mehta

872788392 LIC - New Jeevan Dhara 22-Dec-01 13/1 50000 13217.00 S self Shilpa Dilesh
Mehta

872788393 LIC - New Jeevan Dhara 22-Dec-01 13/1 50000 13217.00 S self Shilpa Dilesh
Mehta

872788195 LIC - Jeevan Shree 12-Dec-01 20/12 700000 53103.00 Y self Shilpa Dilesh
Mehta

872786887 LIC - Jeevan Shree 08-Oct-01 15/10 500000 51898.00 Y self Shilpa Dilesh
Mehta

872785668 LIC - Jeevan Shree 28-Aug-01 15/10 500000 51898.00 Y self Shilpa Dilesh
Mehta

87278466 LIC - Bima Nivesh 23-Jul-01 10/1 25000 22550.00 S self Shilpa Dilesh
Mehta

872784858 LIC - Bima Nivesh 23-Jul-01 5/1 25000 24100.00 S self Shilpa Dilesh
Mehta

872784859 LIC - Bima Nivesh 23-Jul-01 5/1 25000 24100.00 S self Shilpa Dilesh
Mehta

872784860 LIC - Bima Nivesh 23-Jul-01 10/1 25000 22550.00 S self Shilpa Dilesh
Mehta

872784861 LIC - Bima Nivesh 23-Jul-01 10/1 25000 22550.00 S self Shilpa Dilesh
Mehta

872784862 LIC - Bima Nivesh 23-Jul-01 5/1 25000 24100.00 S self Shilpa Dilesh
Mehta
Legends : Y - Yearly H - Half Yearly Q - Quarterly M - Monthly S - Single
C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg. 2 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Com m . Term Tax Rider

Policy No. Product Nam e Date /PPT Sum Prem ium Md. Ben. Nom inee Details

872784863 LIC - Bima Nivesh 23-Jul-01 5/1 25000 24100.00 S self Shilpa Dilesh
Mehta

872784864 LIC - Bima Nivesh 23-Jul-01 5/1 25000 24100.00 S self Shilpa Dilesh
Mehta

872784865 LIC - Bima Nivesh 23-Jul-01 10/1 25000 22550.00 S self Shilpa Dilesh
Mehta

872784867 LIC - Bima Nivesh 23-Jul-01 10/1 25000 22550.00 S self Shilpa Dilesh
Mehta

872784868 LIC - Bima Nivesh 23-Jul-01 10/1 25000 22550.00 S self Shilpa Dilesh
Mehta

872784869 LIC - Bima Nivesh 23-Jul-01 10/1 25000 22550.00 S self Shilpa Dilesh
Mehta

8727808536 LIC - Bima Nivesh 28-Mar-01 10/1 225000 199391.00 S self Shilpa Dilesh
Mehta

872808844 LIC - New Jeevan Dhara 28-Mar-01 10/1 100000 34540.00 S self Shilpa Dilesh
Mehta

832059455 LIC - Endow ment With Pro 28-Jan-94 37/37 25000 695.00 Y self Shilpa Dilesh
Mehta

832059453 LIC - Endow ment With Pro 28-Jan-93 35/35 25000 712.00 Y self Shilpa Dilesh
Mehta

832059454 LIC - Endow ment With Pro 28-Jan-93 36/36 25000 698.00 Y self Shilpa Dilesh
Mehta

832059456 LIC - Endow ment With Pro 28-Jan-93 38/38 25000 671.00 Y self Shilpa Dilesh
Mehta

832059457 LIC - Endow ment With Pro 28-Jan-93 39/39 25000 660.00 Y self Shilpa Dilesh
Mehta

832059458 LIC - Endow ment With Pro 28-Jan-93 40/40 25000 650.00 Y self Shilpa Dilesh
Mehta

832059449 LIC - Endow ment With Pro 28-Dec-92 31/31 25000 811.00 Y self Shilpa Dilesh DAB
Mehta

832059450 LIC - Endow ment With Pro 28-Dec-92 32/32 25000 766.00 Y self Shilpa Dilesh
Mehta

832059451 LIC - Endow ment With Pro 28-Dec-92 33/33 25000 746.00 Y self Shilpa Dilesh
Mehta

832059542 LIC - Endow ment With Pro 28-Dec-92 34/34 25000 728.00 Y self Shilpa Dilesh
Mehta

83259447 LIC - Endow ment With Pro 28-Dec-92 29/29 25000 861.00 Y self Shilpa Dilesh DAB
Mehta

83259448 LIC - Endow ment With Pro 28-Dec-92 30/30 25000 834.00 Y self Shilpa Dilesh DAB
Mehta

832059435 LIC - Endow ment With Pro 28-Jul-92 17/17 25000 1494.00 Y self Shilpa Dilesh DAB
Mehta

832059436 LIC - Endow ment With Pro 28-Jul-92 18/18 25000 1403.00 Y self Shilpa Dilesh DAB
Mehta

832059437 LIC - Endow ment With Pro 28-Jul-92 19/19 25000 1322.00 Y self Shilpa Dilesh DAB
Mehta
C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg. 3 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Com m . Term Tax Rider

Policy No. Product Nam e Date /PPT Sum Prem ium Md. Ben. Nom inee Details

832059438 LIC - Endow ment With Pro 28-Jul-92 20/20 25000 1249.00 Y self Shilpa Dilesh DAB
Mehta

832059439 LIC - Endow ment With Pro 28-Jul-92 21/21 25000 1188.00 Y self Shilpa Dilesh DAB
Mehta

832059440 LIC - Endow ment With Pro 28-Jul-92 22/22 25000 1134.00 Y self Shilpa Dilesh DAB
Mehta

69093983 LIC - Endow ment With Pro 01-Jul-84 36/36 25000 667.50 Y self Shilpa Dilesh DAB
Mehta

69093984 LIC - Endow ment With Pro 01-Jul-84 40/40 25000 607.50 Y self Shilpa Dilesh DAB
Mehta

69093985 LIC - Endow ment With Pro 01-Jul-84 43/43 25000 572.50 Y self Shilpa Dilesh DAB
Mehta

Total : 5630000 475,822.50 p.a

Shilpa D Mehta

873804287 LIC - Jeevan Aastha 21-Jan-09 10/1 600000 100440.00 S self Dileshbhai H
Mehta

873040462 LIC - New Janaraksha 23-Dec-04 28/28 30000 332.00 Q self Dileshbhai H DAB
Polic Mehta

872791415 LIC - Jeevan Shree 28-Jan-02 25/16 500000 13951.00 H self Dileshbhai H
Mehta

872791416 LIC - Jeevan Shree 28-Jan-02 25/16 500000 13951.00 H self Dileshbhai H
Mehta

872788279 LIC - New Jeevan Dhara 28-Dec-01 12/1 50000 14522.00 S self Dileshbhai H
Mehta

872788280 LIC - New Jeevan Dhara 28-Dec-01 15/1 50000 10962.00 S self Dileshbhai H
Mehta

872788281 LIC - New Jeevan Dhara 28-Dec-01 13/1 50000 13217.00 S self Dileshbhai H
Mehta

872788282 LIC - New Jeevan Dhara 28-Dec-01 14/1 50000 12032.00 S self Dileshbhai H
Mehta

872788283 LIC - New Jeevan Dhara 28-Dec-01 11/1 50000 15967.00 S self Dileshbhai H
Mehta

872788821 LIC - Jeevan Sneha For 28-Dec-01 20/20 450000 33930.00 Y self Dileshbhai H DAB
Wom Mehta

872789198 LIC - New Jeevan Dhara 28-Dec-01 15/1 50000 10962.00 S self Dileshbhai H
Mehta

872808795 LIC - New Jeevan Dhara 28-Mar-01 10/1 100000 34540.00 S self Dileshbhai H
Mehta

872808796 LIC - New Jeevan Dhara 28-Mar-01 10/1 100000 34540.00 S self Dileshbhai H
Mehta

832059470 LIC - Endow ment With Pro 28-May-92 25/25 30000 1151.00 Y self Dileshbhai H
Mehta

832059471 LIC - Endow ment With Pro 28-May-92 25/25 40000 1535.00 Y self Dileshbhai H
Mehta

832059472 LIC - Endow ment With Pro 28-May-92 29/29 25000 823.00 Y self Dileshbhai H
Mehta
C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg. 4 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Com m . Term Tax Rider

Policy No. Product Nam e Date /PPT Sum Prem ium Md. Ben. Nom inee Details

832059473 LIC - Endow ment With Pro 28-May-92 40/40 25000 627.00 Y self Dileshbhai H
Mehta

832059474 LIC - Endow ment With Pro 28-May-92 41/41 25000 618.00 Y self Dileshbhai H
Mehta

832059475 LIC - Endow ment With Pro 28-May-92 42/42 25000 608.00 Y self Dileshbhai H
Mehta

832059469 LIC - Endow ment With Pro 25-May-92 20/20 30000 1460.00 Y self Dileshbhai H
Mehta

832062687 LIC - Endow ment With Pro 28-Apr-92 38/38 25000 650.00 Y self Dileshbhai H
Mehta

832062688 LIC - Endow ment With Pro 28-Apr-92 27/27 25000 886.00 Y self Dileshbhai H
Mehta

832062689 LIC - Endow ment With Pro 28-Apr-92 28/28 25000 853.00 Y self Dileshbhai H
Mehta

832062690 LIC - Endow ment With Pro 28-Apr-92 29/29 25000 823.00 Y self Dileshbhai H
Mehta

832062691 LIC - Endow ment With Pro 28-Apr-92 30/30 25000 795.00 Y self Dileshbhai H
Mehta

832062692 LIC - Endow ment With Pro 28-Apr-92 31/31 25000 772.00 Y self Dileshbhai H
Mehta

832062693 LIC - Endow ment With Pro 28-Apr-92 32/32 25000 750.00 Y self Dileshbhai H
Mehta

832062694 LIC - Endow ment With Pro 28-Apr-92 33/33 25000 729.00 Y self Dileshbhai H
Mehta

832062695 LIC - Endow ment With Pro 28-Apr-92 34/34 25000 711.00 Y self Dileshbhai H
Mehta

832062696 LIC - Endow ment With Pro 28-Apr-92 35/35 25000 694.00 Y self Dileshbhai H
Mehta

832062697 LIC - Endow ment With Pro 28-Apr-92 36/36 25000 678.00 Y self Dileshbhai H
Mehta

832062698 LIC - Endow ment With Pro 28-Apr-92 37/37 25000 664.00 Y self Dileshbhai H
Mehta

Total : 3080000 106,889.00 p.a

PALAK DILESH MEHTA

873804288 LIC - Jeevan Aastha 21-Jan-09 10/1 480000 77688.00 S self Dileshbhai H
Mehta

873804618 LIC - Jeevan Aastha 21-Jan-09 10/1 2430000 390865.00 S self Dileshbhai H
Mehta

832059177 LIC - Jeevan Kishore 28-Feb-93 18/18 25000 1318.00 Y self Dileshbhai H
Mehta

832059178 LIC - Jeevan Kishore 28-Feb-93 19/19 25000 1238.00 Y self Dileshbhai H
Mehta

832059179 LIC - Jeevan Kishore 28-Feb-93 20/20 25000 1167.00 Y self Dileshbhai H
Mehta

832059180 LIC - Jeevan Kishore 28-Feb-93 21/21 25000 1104.00 Y self Dileshbhai H
Mehta
C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg. 5 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Com m . Term Tax Rider

Policy No. Product Nam e Date /PPT Sum Prem ium Md. Ben. Nom inee Details

832059182 LIC - Jeevan Kishore 28-Feb-93 23/23 25000 997.00 Y self Dileshbhai H
Mehta

832059183 LIC - Jeevan Kishore 28-Feb-93 28/28 25000 796.00 Y self Dileshbhai H
Mehta

832059184 LIC - Jeevan Kishore 28-Feb-93 33/33 25000 661.00 Y self Dileshbhai H
Mehta

832069181 LIC - Jeevan Kishore 28-Feb-93 22/22 25000 1048.00 Y self Dileshbhai H
Mehta

Total : 3110000 8,329.00 p.a

SANAM DILESH MEHTA

873804286 LIC - Jeevan Aastha 21-Jan-09 10/1 2400000 385320.00 S self Dileshbhai H
Mehta

873016808 LIC - Bal Vidya 28-Dec-02 15/1 200000 636060.00 S self Dileshbhai H
Mehta

832096402 LIC - Jeevan Kishore 28-Jul-97 18/18 25000 1318.00 Y self Dileshbhai H
Mehta

832096403 LIC - Jeevan Kishore 28-Jul-97 19/19 25000 1238.00 Y self Dileshbhai H
Mehta

832096404 LIC - Jeevan Kishore 28-Jul-97 20/20 25000 1167.00 Y self Dileshbhai H
Mehta

832096405 LIC - Jeevan Kishore 28-Jul-97 21/21 25000 1104.00 Y self Dileshbhai H
Mehta

832096406 LIC - Jeevan Kishore 28-Jul-97 22/22 25000 1048.00 Y self Dileshbhai H
Mehta

832096407 LIC - Jeevan Kishore 28-Jul-97 23/23 25000 997.00 Y self Dileshbhai H
Mehta

832096408 LIC - Jeevan Kishore 28-Jul-97 28/28 25000 796.00 Y self Dileshbhai H
Mehta

832096409 LIC - Jeevan Kishore 28-Jul-97 33/33 25000 661.00 Y self Dileshbhai H
Mehta

Total : 2800000 8,329.00 p.a

Policy Holder Birth Date Sum Prem ium

Dilesh H Mehta 06-Dec-62 5630000 475822.50

Shilpa D Mehta 13-Dec-62 3080000 106889.00

PALAK DILESH MEHTA 02-Feb-91 3110000 8329.00

SANAM DILESH MEHTA 03-Sep-94 2800000 8329.00

C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg. 6 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Premium Calendar for May-2019 to Apr-2020

Policy No. Insurer May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr

Dilesh H Mehta

69093983 LIC - - 668 - - - - - - - - -

69093984 LIC - - 608 - - - - - - - - -

69093985 LIC - - 573 - - - - - - - - -

832059449 LIC - - - - - - - 811 - - - -

832059450 LIC - - - - - - - 766 - - - -

832059451 LIC - - - - - - - 746 - - - -

832059453 LIC - - - - - - - - 712 - - -

832059454 LIC - - - - - - - - 698 - - -

832059455 LIC - - - - - - - - 695 - - -

832059456 LIC - - - - - - - - 671 - - -

832059457 LIC - - - - - - - - 660 - - -

832059458 LIC - - - - - - - - 650 - - -

832059542 LIC - - - - - - - 728 - - - -

83259447 LIC - - - - - - - 861 - - - -

83259448 LIC - - - - - - - 834 - - - -

873040440 LIC - 347 - - 347 - - 347 - - 347 -

832059472 LIC 823 - - - - - - - - - - -

832059473 LIC 627 - - - - - - - - - - -

832059474 LIC 618 - - - - - - - - - - -

832059475 LIC 608 - - - - - - - - - - -

832062687 LIC - - - - - - - - - - - 650

832062690 LIC - - - - - - - - - - - 823

832062691 LIC - - - - - - - - - - - 795

832062692 LIC - - - - - - - - - - - 772

832062693 LIC - - - - - - - - - - - 750

832062694 LIC - - - - - - - - - - - 729

832062695 LIC - - - - - - - - - - - 711

832062696 LIC - - - - - - - - - - - 694

832062697 LIC - - - - - - - - - - - 678

832062698 LIC - - - - - - - - - - - 664

872788821 LIC - - - - - - - 33930 - - - -

873040462 LIC - 332 - - 332 - - 332 - - 332 -

832059183 LIC - - - - - - - - - 796 - -

832059184 LIC - - - - - - - - - 661 - -

832096407 LIC - - 997 - - - - - - - - -

C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg. 7 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

832096408 LIC - - 796 - - - - - - - - -

832096409 LIC - - 661 - - - - - - - - -

Grand Total : 2676 679 4302 0 679 0 0 39355 4086 1457 679 7266

Monthwise Premium Summary

May Jun Jul A ug Sept Oct

2676 679 4301 --- 679 ---

Nov Dec Jan Feb Mar A pr

--- 39355 4086 1457 679 7266

Premium Calender Graph

40000

35000

30000

25000
Premium

20000

15000

10000

5000

0 Mar
May

Nov

Jan
Aug

Sept

Dec
Jul

Apr
Feb
Jun

Oct
C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg. 8 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Current Status of Policies (Estimated)

Next Risk Total Prem . Vested Surrender Loan

Insurer Policy No. Plan Nam e Due Status Cover Paid Bonus Value Available
Dilesh H Mehta
LIC 873804289 Jeevan Aastha Fully Paidup 151250 51915 45833 79129 59347

LIC 873040440 New Janaraksha 09-17 Reduced 48900 17697 18900 11457 9738
Polic Paidup

LIC 872792991 Jeevan Shree Matured 0 1245560 0 0 0

LIC 872792992 Jeevan Shree Matured 0 1047060 0 0 0

LIC 872788389 New Jeevan Dhara Fully Paidup 0 14522 0 0 0

LIC 872788390 New Jeevan Dhara Fully Paidup 0 15967 0 0 0

LIC 872788391 New Jeevan Dhara Fully Paidup 0 12032 0 0 0

LIC 872788392 New Jeevan Dhara Fully Paidup 0 13217 0 0 0

LIC 872788393 New Jeevan Dhara Fully Paidup 0 13217 0 0 0

LIC 872788195 Jeevan Shree Fully Paidup 1694000 637236 892500 1181317 1028135

LIC 872786887 Jeevan Shree Matured 0 518980 0 0 0

LIC 872785668 Jeevan Shree Matured 450000 467082 0 0 0

LIC 87278466 Bima Nivesh Matured 0 22550 0 0 0

LIC 872784858 Bima Nivesh Matured 0 24100 0 0 0

LIC 872784859 Bima Nivesh Matured 0 24100 0 0 0

LIC 872784860 Bima Nivesh Matured 0 22550 0 0 0

LIC 872784861 Bima Nivesh Matured 0 22550 0 0 0

LIC 872784862 Bima Nivesh Matured 0 24100 0 0 0

LIC 872784863 Bima Nivesh Matured 0 24100 0 0 0

LIC 872784864 Bima Nivesh Matured 0 24100 0 0 0

LIC 872784865 Bima Nivesh Matured 0 22550 0 0 0

LIC 872784867 Bima Nivesh Matured 0 22550 0 0 0

LIC 872784868 Bima Nivesh Matured 0 22550 0 0 0

LIC 872784869 Bima Nivesh Matured 0 22550 0 0 0

LIC 8727808536 Bima Nivesh Matured 0 199391 0 0 0

LIC 872808844 New Jeevan Dhara Fully Paidup 0 34540 0 0 0

LIC 832059455 Endow ment With 01-18 Reduced 62825 16680 36075 21669 18419
Pro Paidup

LIC 832059453 Endow ment With 01-18 Reduced 67050 17800 37800 27539 23408
Pro Paidup

LIC 832059454 Endow ment With 01-18 Reduced 67050 17450 37800 25744 21882
Pro Paidup
C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg. 9 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Next Risk Total Prem . Vested Surrender Loan

Insurer Policy No. Plan Nam e Due Status Cover Paid Bonus Value Available
LIC 832059456 Endow ment With 01-18 Reduced 67050 16775 37800 22730 19320
Pro Paidup

LIC 832059457 Endow ment With 01-18 Reduced 67050 16500 37800 21471 18250
Pro Paidup

LIC 832059458 Endow ment With 01-18 Reduced 67050 16250 37800 20360 17306
Pro Paidup

LIC 832059449 Endow ment With 12-17 Reduced 67050 20275 37800 36933 31393
Pro Paidup

LIC 832059450 Endow ment With 12-17 Reduced 67050 19150 37800 34238 29102
Pro Paidup

LIC 832059451 Endow ment With 12-17 Reduced 67050 18650 37800 31933 27143
Pro Paidup

LIC 832059542 Endow ment With 12-17 Reduced 67050 18200 37800 29956 25463
Pro Paidup

LIC 83259447 Endow ment With 12-17 Reduced 67050 21525 37800 44181 37554
Pro Paidup

LIC 83259448 Endow ment With 12-17 Reduced 67050 20850 37800 40240 34204
Pro Paidup

LIC 832059435 Endow ment With Matured 0 25398 0 0 0

Pro

LIC 832059436 Endow ment With Matured 0 25254 0 0 0

Pro

LIC 832059437 Endow ment With Matured 0 25118 0 0 0

Pro

LIC 832059438 Endow ment With Matured 0 24980 0 0 0

Pro

LIC 832059439 Endow ment With Matured 0 24948 0 0 0

Pro

LIC 832059440 Endow ment With Matured 0 24948 0 0 0

Pro

LIC 69093983 Endow ment With 07-18 In Force 108325 22695 52075 63872 56573
Pro

LIC 69093984 Endow ment With 07-18 In Force 108325 20655 52075 46283 40972
Pro

LIC 69093985 Endow ment With 07-18 In Force 108325 19465 52075 38622 34179
Pro
Total : 3469500 5000332 1565333 1777674 1532388

Shilpa D Mehta
LIC 873804287 Jeevan Aastha Fully Paidup 303500 100440 91667 158259 118694

LIC 873040462 New Janaraksha 09-17 Reduced 48900 16932 18900 11308 9612
Polic Paidup

LIC 872791415 Jeevan Shree Fully Paidup 1172500 446432 637500 571594 497475

LIC 872791416 Jeevan Shree Fully Paidup 1172500 446432 637500 571594 497475

LIC 872788279 New Jeevan Dhara Fully Paidup 0 14522 0 0 0

C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg.10 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Next Risk Total Prem . Vested Surrender Loan

Insurer Policy No. Plan Nam e Due Status Cover Paid Bonus Value Available
LIC 872788280 New Jeevan Dhara Fully Paidup 0 10962 0 0 0

LIC 872788281 New Jeevan Dhara Fully Paidup 0 13217 0 0 0

LIC 872788282 New Jeevan Dhara Fully Paidup 0 12032 0 0 0

LIC 872788283 New Jeevan Dhara Fully Paidup 0 15967 0 0 0

LIC 872788821 Jeevan Sneha For 12-17 Reduced 999000 542880 504000 413924 0
Wom Paidup

LIC 872789198 New Jeevan Dhara Fully Paidup 0 10962 0 0 0

LIC 872808795 New Jeevan Dhara Fully Paidup 0 34540 0 0 0

LIC 872808796 New Jeevan Dhara Fully Paidup 0 34540 0 0 0

LIC 832059470 Endow ment With Matured 0 28775 0 0 0

Pro

LIC 832059471 Endow ment With Matured 0 38375 0 0 0

Pro

LIC 832059472 Endow ment With 05-18 In Force 70750 21398 39000 47608 42010
Pro

LIC 832059473 Endow ment With 05-18 In Force 70750 16302 39000 22343 19672
Pro

LIC 832059474 Endow ment With 05-18 In Force 70750 16068 39000 20905 18402
Pro

LIC 832059475 Endow ment With 05-18 In Force 70750 15808 39000 19562 17218
Pro

LIC 832059469 Endow ment With Matured 0 29200 0 0 0

Pro

LIC 832062687 Endow ment With 04-18 In Force 70750 16900 39000 25012 22029
Pro

LIC 832062688 Endow ment With 04-18 In Force 70750 23036 39000 57864 51087
Pro

LIC 832062689 Endow ment With 04-18 In Force 70750 22178 39000 52428 46275
Pro

LIC 832062690 Endow ment With 04-18 In Force 70750 21398 39000 47608 42010
Pro

LIC 832062691 Endow ment With 04-18 In Force 70750 20670 39000 43328 38224
Pro

LIC 832062692 Endow ment With 04-18 In Force 70750 20072 39000 39537 34871
Pro

LIC 832062693 Endow ment With 04-18 In Force 70750 19500 39000 36566 32243
Pro

LIC 832062694 Endow ment With 04-18 In Force 70750 18954 39000 34027 29998
Pro

LIC 832062695 Endow ment With 04-18 In Force 70750 18486 39000 31854 28077
Pro

LIC 832062696 Endow ment With 04-18 In Force 70750 18044 39000 30000 26438
Pro
C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg.11 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Next Risk Total Prem . Vested Surrender Loan

Insurer Policy No. Plan Nam e Due Status Cover Paid Bonus Value Available
LIC 832062697 Endow ment With 04-18 In Force 70750 17628 39000 28414 25034
Pro

LIC 832062698 Endow ment With 04-18 In Force 70750 17264 39000 26609 23440
Pro

Total : 4828400 2099914 2513567 2290344 1620284

PALAK DILESH MEHTA

LIC 873804288 Jeevan Aastha Fully Paidup 242000 77688 73333 126607 94955

LIC 873804618 Jeevan Aastha Fully Paidup 1235250 390865 371250 640950 480712

LIC 832059177 Jeevan Kishore Matured 0 23724 0 0 0

LIC 832059178 Jeevan Kishore Matured 0 23522 0 0 0

LIC 832059179 Jeevan Kishore Matured 0 23340 0 0 0

LIC 832059180 Jeevan Kishore Matured 0 23184 0 0 0

LIC 832059182 Jeevan Kishore Matured 0 22931 0 0 0

LIC 832059183 Jeevan Kishore 02-18 Reduced 67050 19900 37800 46588 39600
Paidup

LIC 832059184 Jeevan Kishore 02-18 Reduced 67050 16525 37800 30980 26333
Paidup

LIC 832069181 Jeevan Kishore Matured 0 23056 0 0 0

Total : 1611350 644735 520183 845125 641600

SANAM DILESH MEHTA

LIC 873804286 Jeevan Aastha Fully Paidup 1220000 385320 366667 633037 474778

LIC 873016808 Bal Vidya Matured 0 636060 0 0 0

LIC 832096402 Jeevan Kishore Matured 0 23724 0 0 0

LIC 832096403 Jeevan Kishore Matured 0 23522 0 0 0

LIC 832096404 Jeevan Kishore Matured 0 23340 0 0 0

LIC 832096405 Jeevan Kishore Fully Paidup 55650 23184 30025 50480 44441

LIC 832096406 Jeevan Kishore 07-18 In Force 55650 22008 30025 47411 41720

LIC 832096407 Jeevan Kishore 07-18 In Force 55650 20937 30025 42704 37561

LIC 832096408 Jeevan Kishore 07-18 In Force 55650 16716 30025 27070 23764

LIC 832096409 Jeevan Kishore 07-18 In Force 55650 13881 30025 18985 16640

Total : 1498250 1188692 516792 819687 638904

Grand Total : 11407500 8933673 5115875 5732830

C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg.12 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Projected Cash Flow

Due Variable
Date Age Policy Holder Policy No. Insurer Guaranted Returns Description

28-Jul-19 25 SANAM DILESH MEHTA 832096406 LIC --- 56975 Maturity

28-Jul-20 26 SANAM DILESH MEHTA 832096407 LIC --- 58300 Maturity

01-Jul-20 58 Dilesh H Mehta 69093983 LIC --- 118225 Maturity

28-Apr-20 58 Shilpa D Mehta 832062689 LIC --- 78150 Maturity

Total : 254675

28-May-21 59 Shilpa D Mehta 832059472 LIC --- 81850 Maturity

28-Apr-21 59 Shilpa D Mehta 832062690 LIC --- 81850 Maturity

28-Feb-21 30 PALAK DILESH MEHTA 832059183 LIC --- 78150 Maturity

28-Dec-21 59 Dilesh H Mehta 83259447 LIC --- 81850 Maturity

59 Shilpa D Mehta 872788821 LIC --- 855000 Maturity

12-Dec-21 59 Dilesh H Mehta 872788195 LIC --- 2317000 Maturity

Total : 3495700

28-Apr-22 60 Shilpa D Mehta 832062691 LIC --- 85550 Maturity

28-Dec-22 60 Dilesh H Mehta 83259448 LIC --- 85550 Maturity

Total : 171100

28-Apr-23 61 Shilpa D Mehta 832062692 LIC --- 90000 Maturity

28-Dec-23 61 Dilesh H Mehta 832059449 LIC --- 90000 Maturity

Total : 180000

01-Jul-24 62 Dilesh H Mehta 69093984 LIC --- 138025 Maturity

28-Apr-24 62 Shilpa D Mehta 832062693 LIC --- 94950 Maturity

28-Dec-24 62 Dilesh H Mehta 832059450 LIC --- 94950 Maturity

Total : 327925

28-Jul-25 31 SANAM DILESH MEHTA 832096408 LIC --- 75175 Maturity

28-Apr-25 63 Shilpa D Mehta 832062694 LIC --- 99900 Maturity

28-Dec-25 63 Dilesh H Mehta 832059451 LIC --- 99900 Maturity

Total : 274975

28-Apr-26 64 Shilpa D Mehta 832062695 LIC --- 104850 Maturity

28-Feb-26 35 PALAK DILESH MEHTA 832059184 LIC --- 99900 Maturity

28-Dec-26 64 Dilesh H Mehta 832059542 LIC --- 104850 Maturity

Total : 309600

01-Jul-27 65 Dilesh H Mehta 69093985 LIC --- 141625 Maturity

28-Apr-27 65 Shilpa D Mehta 832062696 LIC --- 109800 Maturity

28-Jan-27 65 Shilpa D Mehta 872791415 LIC --- 2087500 Maturity

65 Shilpa D Mehta 872791416 LIC --- 2087500 Maturity

C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg.13 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Due Variable
Date Age Policy Holder Policy No. Insurer Guaranted Returns Description

Total : 4426425

28-Apr-28 66 Shilpa D Mehta 832062697 LIC --- 114750 Maturity

28-Jan-28 66 Dilesh H Mehta 832059453 LIC --- 109800 Maturity

Total : 224550

28-Apr-29 67 Shilpa D Mehta 832062698 LIC --- 119700 Maturity

28-Jan-29 67 Dilesh H Mehta 832059454 LIC --- 114750 Maturity

Total : 234450

28-Jul-30 36 SANAM DILESH MEHTA 832096409 LIC --- 96925 Maturity

28-Apr-30 68 Shilpa D Mehta 832062687 LIC --- 124650 Maturity

Total : 221575

28-Jan-31 69 Dilesh H Mehta 832059455 LIC --- 119175 Maturity

69 Dilesh H Mehta 832059456 LIC --- 124650 Maturity

Total : 243825

28-May-32 70 Shilpa D Mehta 832059473 LIC --- 134550 Maturity

28-Jan-32 70 Dilesh H Mehta 832059457 LIC --- 129600 Maturity

23-Dec-32 70 Shilpa D Mehta 873040462 LIC --- 87420 Maturity

22-Dec-32 70 Dilesh H Mehta 873040440 LIC --- 87420 Maturity

Total : 438990

28-May-33 71 Shilpa D Mehta 832059474 LIC --- 135750 Maturity

28-Jan-33 71 Dilesh H Mehta 832059458 LIC --- 134550 Maturity

Total : 270300

28-May-34 72 Shilpa D Mehta 832059475 LIC --- 136950 Maturity

Cash Flow Grand Total : 11268015
C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg.14 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Yearwise Cash Flow Chart

4500000

4000000

3500000

3000000
Returns

2500000

2000000

1500000

1000000

500000
2019

2020

2021

2022

2023

2024

2025

2026

2027

2028

2029

2030

2031

2032

2033

2034
Year

Projected Annuity Cash Flow

Annuity Purchase Annual

Policy No Insurer Start Price Policy Holder Age Pension Mode Pension Rem arks

872788389 LIC 22-Jun-14 0 Dilesh H Mehta 52 2288 H 4576

872788390 LIC 22-Jun-13 0 Dilesh H Mehta 51 2285 H 4570

872788391 LIC 22-Jun-16 0 Dilesh H Mehta 54 2288 H 4576

872788392 LIC 22-Jun-15 0 Dilesh H Mehta 53 2288 H 4576

872788393 LIC 22-Jun-15 0 Dilesh H Mehta 53 2288 H 4576

872808844 LIC 28-Sep-11 0 Dilesh H Mehta 49 4800 H 9600

872788279 LIC 28-Jun-14 0 Shilpa D Mehta 52 2285 H 4570

872788280 LIC 28-Jun-17 0 Shilpa D Mehta 55 2288 H 4576

872788281 LIC 28-Jun-15 0 Shilpa D Mehta 53 2288 H 4576

872788282 LIC 28-Jun-16 0 Shilpa D Mehta 54 2288 H 4576

872788283 LIC 28-Jun-13 0 Shilpa D Mehta 51 2285 H 4570

872789198 LIC 28-Jun-17 0 Shilpa D Mehta 55 2288 H 4576

872808795 LIC 28-Sep-11 0 Shilpa D Mehta 49 4795 H 9590

872808796 LIC 28-Sep-11 0 Shilpa D Mehta 49 4795 H 9590

0 39549 79098

Legends Y - Yearly H - Half Yearly Q - Quarterly M - Monthly S - Single

C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg.15 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Projected Cash In / Cash Out Summary

Cash In
Year Pension Others Total Cash Out Nett Am ount
2019 64708 56975 121683 47691 73993

2020 79098 254675 333773 59514 274259

2021 79098 3495700 3574798 22281 3552517

2022 79098 171100 250198 20652 229546

2023 79098 180000 259098 19069 240029

2024 79098 327925 407023 16946 390078

2025 79098 274975 354073 14675 339399

2026 79098 309600 388698 12575 376124

2027 79098 4426425 4505523 11308 4494215

2028 79098 224550 303648 9918 293730

2029 79098 234450 313548 8556 304992

2030 79098 221575 300673 7245 293428

2031 79098 243825 322923 5879 317044

2032 79098 438990 518088 3913 514175

2033 79098 270300 349398 608 348790

2034 79098 136950 216048 0 216048

2035 79098 0 79098 0 79098

2036 79098 0 79098 0 79098

2037 79098 0 79098 0 79098

2038 79098 0 79098 0 79098

2039 79098 0 79098 0 79098

2040 79098 0 79098 0 79098

2041 79098 0 79098 0 79098

2042 79098 0 79098 0 79098

2043 79098 0 79098 0 79098

2044 79098 0 79098 0 79098

2045 79098 0 79098 0 79098

2046 74298 0 74298 0 74298

2047 37034 0 37034 0 37034

Grand Total : 11268015 13500603 260828 13239775

C omprehensive Insurance C hart for Dilesh H Mehta [ M00003 ] as on Date: 01-May-19 Pg.16 of 16

Dilesh H Mehta (C ontinued) 01-May-2019

Insure And Be Secure