• Gather Financial Documents: Collect all relevant financial documents, including bank statements, investment statements, property documents, loan statements, and any other records of assets and liabilities.
• Contact a Chartered Accountant (CA): Seek assistance from a qualified Chartered Accountant in Delhi who can prepare the net worth certificate based on your financial records and provide professional certification.
• Provide Information: Furnish the necessary information to the CA, including details of assets owned (such as cash, bank deposits, investments, real estate, vehicles, etc.) and liabilities (such as loans, mortgages, credit card debts, etc.).
• Review and Certification: The CA will review the provided information, verify the supporting documents, and prepare the net worth certificate accordingly. They will certify the accuracy of the information provided in the certificate.
• Obtain the Certificate: Once the net worth certificate is prepared and certified by the CA, you can collect the document from their office or request it to be sent to you electronically, depending on your preference.
• Verification (if required): Some authorities or institutions may require additional verification of the net worth certificate. In such cases, you may need to submit the certificate to the respective authority for verification.
• Endorsement (if required): If the net worth certificate is needed for a specific purpose, such as for a visa application or loan approval, you may need to get it endorsed or attested by the relevant authorities or institutions.

It’s recommended to consult with taxgoal.in professional to ensure the accuracy and validity of the net worth certificate for your intended purpose.

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• Financial Statements :
  • Balance Sheet Provides a snapshot of assets, liabilities, and equity at a specific point in time.
  • Income Statement (Profit and Loss Account): Summarizes revenues, expenses, and profits or losses over a period.
  • Cash Flow Statement: Shows the inflows and outflows of cash and cash equivalents during a specific period.
• Bank Statements :
  • Statements from all bank accounts held by the individual or entity, including savings accounts, current accounts, and fixed deposit accounts.
• Investment Records :
  • Statements or certificates for investments such as stocks, bonds, mutual funds, fixed deposits, and other securities.
  • Details of ownership of assets like shares, debentures, bonds, and mutual funds.
• Property Documents :
  • Title deeds, sale deeds, lease agreements, or any other documents related to owned or leased real estate properties.
  • Valuation reports for real estate properties, if available.
• Loan Statements :
  • Statements for all outstanding loans, including mortgages, personal loans, business loans, and credit card debts.
  • Loan agreements and repayment schedules.
• Insurance Policies :
  • Copies of insurance policies for life insurance, health insurance, property insurance, and any other types of insurance held.
  • Current valuation of insurance policies with cash surrender value, if applicable.
• Business Records (if applicable) :
  • Business registration documents, partnership deeds, or incorporation certificates.
  • Financial statements for businesses, including balance sheets, profit and loss accounts, and cash flow statements.
• Tax Returns :
  • Income tax returns filed for the past few years, including supporting documents.
  • Goods and Services Tax (GST) returns, if applicable.
• Other Financial Documents :
  • Any other financial documents that demonstrate ownership of assets, liabilities, income, or expenses.
  • Documents related to receivables, payables, and other financial transactions.
• Identification and Address Proof :
  • Copies of identification documents such as Aadhaar card, PAN card, passport, or voter ID card.
  • Address proof documents such as utility bills, rental agreements, or property tax receipts.