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Exit Guide

What Are Some Important Financial Records?

Here’s a list of some important financial records you must know about.

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    Ration Card

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    Passbook

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    Aadhaar Card

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    PAN Card

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    Insurance Policy

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    Property documents

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    Tax returns

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    Pensioner Photo Card

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    Small Land Holder Certificate

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    Labour Card

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    Loan documents

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    Investment documents

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    Points to remember

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    Financial records are documents (paper or electronic form) related to your income, debt, liabilities and investments

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    Financial records are used as proof of identity, address and ownership

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    They are useful in enrolling for government schemes and benefits

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    They must always be up-to-date, and kept together in a safe place

You have learnt about the different financial records and why you must keep them safe. Now let’s learn in detail about each of the financial records in the following guides.

Quiz Time!

Test your knowledge in Introduction to Financial Records.

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Read more about the documents, how to get, renew and keep them!

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