Personal Financial Statements

Mr Narinder Sharma
Creating Personal Wealth Statement

Personal Wealth Statement as on

Assets
Liquid Assets Rs. Rs.
Savings account balance 1000000
Money market accounts/Flexi deposit
Cash value of life insurance 400000
Total liquid assets 1400000
Real Estate
Current market value of home 10000000
Personal Possessions
Market value of automobile 400000
Furniture and appliances 400000
Stereo and video equipment
Home computer
Jewellery 600000
Total household assets 11400000
Investment Assets
Retirement accounts (PF/Gratuity/Pension Fund)
Mutual funds
Equity
Bank /Post office fixed deposits 1000000
Total investment assets 13500000
Total assets 26300000
Liabilities
Current Liabilities
Medical bills
Charge account and credit card balances
Balance due on auto loan
Total current liabilities 0
Long-Term Liabilities
Home Loan
Home improvement loan
Educational Loan
Total long-term liabilities 0
Total liabilities 0

Net worth (assets minus liabilities) 26300000