You — Aarav Sharma
Holds your PAN, DOB, name and residential status. Every self-only document (Form 26AS, AIS, ITR-V, Aadhaar) lives here.
- Full name
- Aarav Sharma
- PAN
- ABCDS1234A
- Date of birth
- 15 Jul 1990
- Residential status
- Resident
Changes here re-run your tax review.
Banks · 4
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HDFC
HDFC Savings ••1234 (savings)
IFSC HDFC0001234 · opened 2018 · 11 documents
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ICICI
ICICI Credit ••7788 (credit_card)
3 documents
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SBI
SBI Salary ••5566 (savings · closed 2024)
2 documents · archived
Employer · 2 · ordered by tenure
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TCS 2024 – present
TAN BLRT12345E · employer PAN AABCT1234E · 6 documents
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Wipro 2021 – 2024
TAN BLRW12345W · 4 documents
Investments · 5
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Zerodha · demat Z12345 (broker)
client_id Z12345 · dp_id ZS0001 · 8 documents
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HDFC AMC · folio 987654 (mf_amc)
4 documents
Loans · 2
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HDFC Home Loan · #HL778899 (loan_home · linked → Flat A-402, Wakad)
₹42,00,000 · 20 yr · 8.4% · 3 documents
Insurance · 4 policies (visits live under Health)
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HDFC Ergo Health · HE-11223 (insurance_health · self + spouse + parents)
Sum assured ₹10L · nominee wife · 2 documents · §80D eligible
Health · 2 conditions · doctors, prescriptions and reports live as entries under each
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Type 2 Diabetes (diagnosed May 2024 · moderate)
Dr. R. Patil (endo) · 3 consults · 4 prescriptions · 2 blood reports
Assets · 4 · real estate, precious metals, vehicles
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Flat A-402, Wakad, Pune (asset_real_estate · residential)
Purchased 2019 · ₹68L · self-occupied · 3 documents
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Brezza MH12-VE-7797 (asset_vehicle · car)
Purchased 2022 · linked → HDFC Ergo Motor policy · 3 documents
Retirement · 3
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EPF · UAN 101112131415 (retirement_epf · linked → TCS)
Balance ₹18.4L · 5 documents
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NPS Tier-I · PRAN 123400001234 (retirement_nps)
Corpus ₹4.1L · §80C + §80CCD(1B) eligible
Business / freelance · 1
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Freelance — sole prop (business_entity)
Uses your PAN · 3 documents
Identity documents · 5
PAN — ABCDS1234A
Aadhaar — ••••••••7788
Passport — Z1234567
Driving licence — MH1220091234567
Other · 5 catch-all
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