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    Net Worth

    Uploaded by

    biswajeet
    This document contains a net worth certificate for an applicant(s) as of a given date. It includes tables that break down the applicant's total assets, investments, and liabilities. The assets are categorized as liquid assets like cash, jewelry, investments in funds; fixed assets with details in an annexure; and investments. Similarly, liabilities are broken into current and long-term obligations with additional details on loan repayment terms in a separate annexure. Annexures provide itemized lists of the applicant's investments, assets, and loans to arrive at a total net worth.

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    Net Worth

    Uploaded by

    biswajeet
    11 views8 pages
    This document contains a net worth certificate for an applicant(s) as of a given date. It includes tables that break down the applicant's total assets, investments, and liabilities. The assets are categorized as liquid assets like cash, jewelry, investments in funds; fixed assets with details in an annexure; and investments. Similarly, liabilities are broken into current and long-term obligations with additional details on loan repayment terms in a separate annexure. Annexures provide itemized lists of the applicant's investments, assets, and loans to arrive at a total net worth.

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    Original Title

    NetWorth

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    This document contains a net worth certificate for an applicant(s) as of a given date. It includes tables that break down the applicant's total assets, investments, and liabilities. The assets are categorized as liquid assets like cash, jewelry, investments in funds; fixed assets with details in an annexure; and investments. Similarly, liabilities are broken into current and long-term obligations with additional details on loan repayment terms in a separate annexure. Annexures provide itemized lists of the applicant's investments, assets, and loans to arrive at a total net worth.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    11 views8 pages

    Net Worth

    Uploaded by

    biswajeet
    This document contains a net worth certificate for an applicant(s) as of a given date. It includes tables that break down the applicant's total assets, investments, and liabilities. The assets are categorized as liquid assets like cash, jewelry, investments in funds; fixed assets with details in an annexure; and investments. Similarly, liabilities are broken into current and long-term obligations with additional details on loan repayment terms in a separate annexure. Annexures provide itemized lists of the applicant's investments, assets, and loans to arrive at a total net worth.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 8

    Networth as on ….

    Category Assets Name of the Name of the Name of the


    applicant 1 applicant 2 applicant 3

    Liquid Asset Jewellery


    Cash & Bank Balance

    Investment in PPF/LIC/Mutual Fund


    (Refre to Annexure 1)
    Investment in Shares ( Refer to
    annexure 2 for listed and unlisted
    shares)

    Others - please specify and given


    details in annexure if required

    Total Liquid Assets (I)

    Fixed Assets (refer to Annexure 3 for


    Fixed Assets details)

    Others - please specify and given


    details in annexure if required
    Total Fixed Assets (II)

    Investment in business

    Others - please specify and given


    Investments
    details in annexure if required

    Total Investments (III)

    Total Assets (IV)=(I)+(II)+(III)

    Current libility - Refer to Annexure 4 for


    Liabilities (V) repayment terms
    Long-term liability - Refer to Annexure
    4 for repayment terms
    Total liabilities (IV)
    Total Networth (IV)-(V)
    ( INR in lakhs )

    Total

    0.00

    0.00

    0.00
    Net worth certificate of…… as on….

    Annexure 1 - Break-up of LIC/PPF/Mutual fund

    Value (INR in lakhs)


    Name of Name of Name of
    Sl. No Name of the Remarks the the the
    investment applicant applicant applicant
    1 2 3

    Total 0 0 0
    Net worth certificate of…… as on….

    Annexure 2 - Break-up of shares held

    A Shares in listed entity


    Value (INR in lakhs)

    Name of the Name of the Name of the


    Sl. No Name of the entity No. of shares
    applicant 1 applicant 2 applicant 3

    Total of A 0 0 0

    B Shares in unlisted entity


    Value (INR in lakhs)

    Sl. No Name of the entity No. of shares Name of the Name of the Name of the
    applicant 1 applicant 2 applicant 3

    Total of B 0 0 0

    Total of A and B 0 0 0
    Net worth certificate of…… as on….

    Annexure 3 - Break-up of fixed assets

    Value (INR in lakhs)


    Whether the Current
    Purpose for What value at
    Nature of the fixed asset is Date of outstanding
    Sl. No which which it is
    assets mortgaged? Mortgage towards
    currently used mortgaged?
    (Y/N) mortgage

    Total 0 0
    Value (INR in lakhs)
    Name of Name of Name of
    the the the
    applicant applicant applicant
    1 2 3

    0 0 0
    Net worth certificate of…… as on….

    Annexure 4 - Break-up of loan liability

    Type of loan
    Current/ (housing Repayment
    Sl. No. Name of the bank/Financial institutions Long-
    loan/vehicle terms
    term?
    loan etc)
    Value of liability as
    on the date of net-
    worth certificate
    (INR in lakhs)

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