Shiksha Financial Services India Private Limited version 3, Oct 2017

- - - Personal Discussion - - -
In connection the application for a loan of Rs _____ Lakhs , submitted to M/s Shiksha Financial Services India Private Limited, I , ___________
______________________ have held a personal discussion on ____________ (date) with and shri/Smt ________________________________
_______________________________________ who is the Correspondent / Managing Trustee / Chairperson/ _________________________
________________________________________ (circle any one) of _____________________________________________ (Borrowing entity
name) in respect of _____________________________________________________________________________________________ school
1. Shri/smt ________________________________________resides at ______________________________________________________
____________________________________________________________________________________________ (address, city, pin code)
since ___________ (month/year), which is an own / rented (tick as applicable) premises. The owner of the premises is ______________
____________ who is the land lord /family member/self (relationship ___________________________). The landline number at this
residence is ____________

2. School was started in ______________ by Shri/Smt ______________. Relationship of Correspondent / Managing Trustee /
Chairperson mentioned above with this person is _________________________________

3. I have verified the details mentioned in 1 above with two neighborhood shops and have confirmed that the same/found the following
discrepancies ____________________________________________________________________________________________

4. The above mentioned school operates in the following locations:

Location 1 ________________________________________________________________
Location 2 ________________________________________________________________

5. The above mentioned entity manages the following educational institutions:

Name Location current Student strength Operating from (year) Aided/Unaided
a. ______________________________________________________________________________________
b. ______________________________________________________________________________________
c. ______________________________________________________________________________________
d. ______________________________________________________________________________________

6. The above mentioned entity is a Trust / Society / Company /Partnership / Unregistered entity / others (__________________)

7. The deed by which the entity is constituted is registered/ not registered. A copy of the latest amended deed is enclosed.

8. The borrowing school operates under the ____________________________________________________ Board (name of issuing Board).

9. Recognition/License: (tick as applicable)

a. Certificate of Recognition has been issued to the school by the _______________________ (issuing authority name) vide Number
___________ valid till ___________ (date of validity), or
b. Been issued to us by ________________ (issuing authority name) vide Number ___________ valid till ___________ (date of validity).
The same is now expired. Enclosed is a copy of our School License (Form D) valid till _______________ (date), or
c. Been applied for by us but the same has not been issued till date. Enclosed is a copy of our School License (Form D) with validity till
___________ (date of validity), or
d. Not be applied by us. Enclosed is a copy of our School License (Form D) with validity till _______________ (date of validity).
10. Profile of parents whose children are staying in the school: Total number of parents is __________ for year __________
Farmer/ agriculture/ Agri dependent services
Coolie/ Daily wages earner/construction worker
Salaried (government, teacher)
Salaried (Private)
Self employed/Business/Shops
Factory/Industrial workers
Drivers (Auto/Uber/Ola, tourist, travels)
Total (Approximate % of total parents)
Shiksha Financial Services India Private Limited version 3, Oct 2017

11. We have received a fees recommendation from the ___________________________________ name of fee recommending authority), a
copy of the same is enclosed for your reference

12. The bank account is operated by _________________________________ who is a member /not a member of the borrowing entity.

13. The school operates on: (tick as applicable) kindly enclose is a copy of the lease agreement
a. Own land and building. No rent is payable
b. Rented land and own building. Owner name ____________________ Relationship to School ____________________
c. Rented land and rented building. Owner name ____________________ Relationship to School ____________________
Rent of Rs ____________ is payable annually. The lease agreement is for a period of ____ years valid till ____ (year).

14. Attendance Abstract:

a. Attached is a photocopy of school mirror book or class wise attendance abstract for ___________ (date for which these records are
being provided, any one date in the past 30 days prior to the date of this letter)

15. In connection with this application, I have conducted the following references and I report as follows:
Proposal Recommending Note (to be completed by sales staff)
Owner/Promoter background/profile:

What are the spouse/family involved in?

Other businesses/ political affiliations

EMI/vendor payment track/habits of the school:

Loan Amount ___________ Purpose: (pl describe) __________________________________________________________

(Rs Lakh) Total project cost _________ Funding from: Own funds _____ Other loans ____Shiksha Loan ____Unfunded ______
Meeting history Date Person Designation Outcome

Application No: ________________ Date: dd/ _ _ / _ _ _ _ staff name ______________________ Signature _________________

Sales Managers recommending note:

Name/ Signature of recommending manager with date