Draft Net Worth Certificate for Individual by HGC

About Certificate : Net worth is used as an indicator of financial health in various processes. Net worth certificate is a document that is compiled and certified usually by a Chartered Accountant taking into consideration all the assets and liabilities of the individual or Enterprise.

"A Wealthy Person is simply someone who has learned HOW TO MAKE MONEY when they're NOT WORKING"

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ON THE LETTER HEAD OF THE FIRM

NET WORTH CERTIFICATE

 

We hereby certify below the position of Assets & Liabilities of the person mentioned hereunder as on 31.03.20XX

 

The same has been verified from the records & other details produced before us:

 Name                           :

PAN                             :

Date of Birth                :

Permanent Address     :                                  

Office Address             :

                                 

A.    Total Value of Immoveable Property:

(This includes beneficial share owned in Land, Building, Flat, Factory, Shop, House etc.)

Nature of Property	Location with Complete Address	Value at Cost ( In Lacs)
Flat at
Shop
Godown
TOTAL

B.     Total Value of Other Assets:

(This includes Cash, Bank balance, Gold, Other Jewellery, Investment in Shares/Mutual Funds/FD’s/LIC etc, Vehicles, Capital in Business etc.)

Nature of Asset	Particulars of Asset/ Complete Description	Oty.	Value at Cost ( In Lacs)
PPF	PPF Investment
Shares	Shares
FDR & Bank	FDR & Bank
Capital investment
TOTAL

C.    Total Liabilities

Borrowed From	Amount & Securities offered	Purpose	O/s as on date (In Lacs)
IDBI	Property given or guarantee	Housing
Deposit		Rent
		Repayment of H. Loan
TOTAL

D.    Net Worth: (A + B – C) =        /- Lacs

 (In words ___________________________________)

 

 He/ She is the Guarantor for various Borrowings by his/her friends / relatives / firm(s) / company(s) as detailed below:

Guaranteed to	For the Borrowings by	Purpose	Amount Guaranteed ( In Lacs)
Name of Firm	HDFC bank Ltd	Term Loan
		Vehicles
		Cash Credit
TOTAL

 

 For SHARMA VERMA & COMPANY

Chartered Accountants

(Firm Reg No.              )

  

CA CHARTERED GOEL

Membership No.

 

Date     : XXth July 20XX

Place    : Ateli Mandi, Haryana

UDIN   :

 ___________________________________________________________________________________________________

 For Certificate

Contact @ Email : CAhimanshugoel17@gmail.com  Contact : +91-9953 24 5964