sscenity 2 LS ESERESSESESIERREOESY Annexure - HL-BB STATE BANK OF INDIA, BRANCH SINo_ ] Nature of movable assets | A/e No: | Current | Lien/Loan | Name of the | Net Balance | against the | Bank/instit | Means afe ution OPINION REPORT AS ON............. (For Loans above s.25.00 Lacs) Pleas note the following before compiling Opinion Report a. Copies of Documentary evidence in respect of assets of Borrowers/ Guarantors to be obtained and kept on record, b, Self certification will be the basis for the Opinion Report. ¢. Bank account statement with all the Banks for the past one year to be obtained. 4. Other assets to include cars, jet, yachts etc €. Exact address viz. Door No. Plot No./S. No./boundaries etc. along with nearby land-mark of the properties to be mentioned. Name of the firm/company PAN/ DIN/ TAN..... es Name of the Prop/Partner/Director/ Guarantor PAN/ DIN/ TAN... ‘Aadhar No. Address Details of Family Members: Name Age Relationship Edu. qualification Occupational details I. Immovable Properties: (Specify share of applicant in case of joint property & details of owners) L.Land & Buildings (Rs.in Lacs INO] Nature of | Location | Extent | Market | Assesse ] Loan/Cha] Name of | Net Immovable R/S. 7 | Value | od ree the Means PropertesaGL/ | Ne. | size | Rs. | Value | against | Bank/Inst wet/dry/house Rs. co itution a property =) Amount inks - a 2 3 4 [os 6 7 8 | 967) i) = : = (ii) 36 MASTER CIRCULAR ON HOME / HOME RELATED LOANS - FOR INTERNAL USE ONLY @ scanned with OKEN ScannerSub Total _—L TL [ =) cal 2. Other immovable properties: (Jointly owned/ undivided etc,)(Specify percentage share) Total Net Value of Immovable Properties Rs... (A) Il, Movable Assets (Rs.in Lacs) 1 2 3 4 5 6 (i) Bank Deposits L (ii) Insurance Policies (Surrender value) (iii) Investment/ MFs. | | /Equity | | Gv) Others(Specify) ‘Sub Total | Secured unsecured | Loan Security [Name ofthe [Present | | Loans/Advances _| Amount ___ | Source Banks/Fls Societies/Chit outstanding | Friends and relatives Others (Specify) Total Total Net value of Movable Assets: Rs. (B) IIL. Borrowings other than stated in I & II above Total other Liabilities Rs = © Net Means of Shri./Smt. ______ Rs.______ (A+B-C) ‘The immovable properties are self-acquired / ancestral properties of the party stand in his name and are unencumbered (except as stated above), IV. Guarantees given to cover Liabilities of others 37 MASTER CIRCULAR ON HOME / HOME RELATED LOANS ~ FOR INTERNAL USE ONLY @ scanned with OKEN ScannerSI.No | Name of the Party for In favour of Amount | Validity up to whom executed Bank/ Institution V-Means (Tangible Net worth) of the Firm/Company which is offering Guarantee/Corporate Guarantee Sl.No Name of the | Name of the Firm/Company to Net Means} Company /Firm which (NW) Guarantee/Corporate Guarantee has already been extended by this Company and the outstanding 1. |Totalmeans of the FirmyCompany VI. Shri/Smt._____is_credit worthy, hold a good opinion/ respect in market. We estimate the net means of Shri/Smt therefore the his/her rating is ~ at Rs. or ~~ (Firm/Company which is giving Corporate Guarantee) is Rs.- The Net means of M/s. VIL. Special Remarks, if any. Certificate: 1 / We certify that: a) These estimates of the means of Proprietor /Partners / Directors / Guarantors have been based on conservative estimates of movable and immovable properties of the Proprietor /Partners / Directors /Guarantors b) the estimated means of the Firm /Company are based on the tangible net-worth of the Firm /Company as per their Audited Balance Sheet. ©) Investments have been taken at the market value of only those quoted in the market and that other investments have been ignored, 38 MASTER CIRCULAR ON HOME / HOME RELATED LOANS ~ FOR INTERNAL USE ONLY: @ scanned with OKEN Scannerd) The valuation of immovable Properties has been based on the market value/valuation report. ) There has been no deterioration in the financial position of the firm and Proprietor/Partners/Directors/ Guarantors or The decline in the total means is due to (please specify reasons) \cso/ Field Officer/| Relationship Manager/ Branch] Authorised Officer _|_ Head / Unit Head Signature | Name &PF No Date 39 MASTER CIRCULAR ON HOME / HOME RELATED LOANS ~ FOR INTERNAL USE ONLY @ scanned with OKEN Scanner