Managing your personal records

Managing your personal records

I used to find myself spring-cleaning my documents every 4-6 months. Heaps of paper collected over time – bank statements, bills, junk mail. Important papers got buried in the heaps, and I couldn’t find them when needed. Since setting up EisenVault, I have gotten my personal documents in shape as well. And in this post I’m going to […]

Records & Retention Periods in Indian BFSI companies

Records and retention periods for Indian BFSI companies

EisenVault has surveyed a number of Banks, Insurance Companies and other Financial Services companies in India. Below is a list of common types of records that these companies generate & receive, and the period they are typically required to preserve them. Customer Related Records with typical retention periods of 8 years: Savings Account Opening Forms Current […]