What are the documents required for Net Worth Certificate?

Document Checklist for Movable, Immovable Assets & Liabilities

To prepare an accurate CA-certified Net Worth Certificate, applicants must provide verified documents for all movable assets, immovable properties, and liabilities. Here’s a categorized and streamlined list:

Movable & Liquid Assets – Required Documents

Submit valid proof of ownership and current value for the following assets:

• Bank Balance – Latest bank statement or passbook

• Fixed Deposits (FDs) – FD receipts or bank statement

• PPF / EPF Balances – Latest account/passbook statement

• Mutual Funds – Latest holding statement or NAV report

• Shares / Demat Holdings – Recent Demat account statement

• Life Insurance – Premium receipt or policy statement

• Gold & Ornaments – Purchase invoice, valuation report, or holding declaration

• Vehicles (Car/Bike) – RC book or valid insurance copy

• Cash in Hand – Self-declaration or cash ledger

• Furniture & Electronics – Only if supported by valid purchase bills

• Other Liquid Assets – With appropriate supporting documents

Immovable Property – Ownership & Valuation Documents

Provide evidence for any real estate or landholdings:

• Land / Plot – Index Copy, 7/12 Extract, 8A Copy, Tax Bill, or Sale Agreement

• Residential Property – Index Copy, Purchase Agreement, Tax Receipt, Electricity Bill

• Commercial Property / Factory – Same as residential documents

• Agricultural Land – Village records, 7/12 or 8A Extract

• Other Properties – Include Valuation Report, if available

Liabilities – Required for Net Worth Calculation

Disclose outstanding liabilities to determine net worth correctly:

• Loan Statements – Latest statement or balance confirmation for:

  Personal Loans, Home Loans ,Business Loans, Education Loans