What’s included, and what’s not

Net Worth Certificate Assistance at a glance

Confirm the requirement, scope and external charges before preparation begins.

Starting professional fee

Quote after review

For the agreed review and preparation scope.

Purpose review
Assets and Liabilities checklist
Certificate-preparation assistance
Final Approval and Certification

Review my requirement

Confirm before starting

Additional work are separate

Fees for income tax filings, other declaration and other certificate preparation are separate.

No surprise work: inclusions, exclusions and any additional charges are agreed with you before we proceed.

First decision

Confirm that this is the right service

Check the format, purpose, dating, and desired outcome before submitting documents required for net worth certificate.

Timing note

External processing time can vary

Preparation estimates do not include time taken by client for document collection and external valuation etc.

Documents to keep ready

Information and documents to prepare

Choose your situation for the right checklist, clear, consistent documents help avoid follow-up queries and delays.

01

Requirement

These requirement documents such as format if any, specific working needs help us to get the right net worth certificate.

Recipient's exact format and purpose

Valuation date and currency

Deadline and signing requirement

Applicant identity and legal capacity

Consistency check: names, addresses, dates and amounts should match across all documents — mismatches are a common cause of delay.

Additional documents: the final checklist is tailored to your case, so you only prepare what’s actually needed.

A quick check to find your route

Which of these sounds like you?

Choose the option closest to your situation for a starting route and the next step. We’ll confirm the details with you.

QUICK ROUTE CHECK

Start with the right service route

The same service can mean different applications depending on your facts. This helps you find the right starting point.

Focuses on the immediate requirement

Shows the likely starting route

Explains the next action

Select the situation that best matches your requirement.

Suggested starting route

Confirm with a consultant

Your situation	Initial fit	Route	Why or next step
Student visa, immigration or source-of-funds purpose	Review route	Personal net-worth certificate	Confirm the authority's format, valuation date and acceptable evidence.
Bank loan, overdraft or personal guarantee	Review route	Bank-purpose certificate	Reconcile assets, liabilities and borrower records to the bank requirement.
Tender, court or another prescribed purpose	Review route	Format-specific certificate	Use the wording and evidence required by the receiving authority.

Compare before proceeding

The two most common routes, compared

Use the closest route as a starting point; the final scope depends on the underlying records.

Route 1

Personal net-worth certificate

Student visa, immigration or source-of-funds purpose
Confirm the authority's format, valuation date and acceptable evidence.
Confirm the required evidence, timing and exclusions before preparation.

Route 2

Bank-purpose certificate

Bank loan, overdraft or personal guarantee
Reconcile assets, liabilities and borrower records to the bank requirement.
Confirm the required evidence, timing and exclusions before preparation.

Decision checkpoint: The right route depends on your specific facts — the applicant, purpose, period and any deadline — not just the service name.

Why this is worth doing properly

Benefits of an organized Net Worth Certificate Assistance process

Done properly, you’re left with the right outcome and clean records you can use for the next step.

Clarify the recipient's format

The certificate is drafted to the exact format the bank, embassy, tender authority or court requires, including the valuation date.

Build an asset-liability schedule

Bank balances, property, investments, business capital and loans are listed with supporting proof and a stated valuation basis.

Identify missing evidence

Gaps — a missing valuation report, loan statement or title proof — are flagged before the CA reviews.

Reconcile ownership and balances

Assets are confirmed to be in the applicant's name and balances tied to statements as on the certificate date.

Coordinate independent professional review

The practicing CA reviews and signs with a UDIN, and the certificate is issued in the copies and format requested.

Five clear stages

How the work is done — five clear stages

You’ll know which stage you’re at, from the first call through to a checked submission and a clear outcome.

1

Confirm purpose, addressee and valuation date

The purpose, the person to whom the certificate is addressed, date for valuation of assets and liabilities etc.

2

Collect ownership and liability evidence

Collect the documents and classify in to assets or liabilities and then valuation will be arrived based on the market value, book value, fair value based on the nature of the asset and feasibility.

3

Reconcile balances and valuation support

Prepare a Professionally drafted net worth statement with proper justification on the valuation method used.

4

Complete CA review and UDIN where applicable

Once the draft is approved by the client it is sent to the Chartered accountant for certification and the certificate will be issued by the Chartered accountant.

5

Deliver the signed certificate and verification record

Present the net worth certificate to the respective person and save a copy of it.

Keep the process smooth

Before you start, and after you finish

A short checklist to help avoid delays now and keep the records you’ll need later.

Before starting

Confirm the exact certificate requirement and authority
Decide on the required net worth certificate date
Collect complete and readable supporting records
Resolve name, address, amount and identity mismatches
Approve the final scope and separate costs

After completion

Retain the copy of net worth certificate
Submit the certificate to the relevant Authority
Respond to authority queries within the stated time

Questions people ask us most

Net Worth Certificate Assistance FAQs

Can a net-worth certificate be used for a visa?

It may be accepted when it follows the relevant visa or immigration requirement. Confirm the format, currency, valuation date and supporting evidence first.

How is Land and building will eb valued in the net worth certificate?

Land and building will be valued at the higher of current market value or guideline value as per the registration deartment.

Will the certificate have UDIN?

Yes all the documents certificates issued by the chartered accountants should bear a unique document identification number (UDIN).

Can liabilities be omitted?

No. Net worth is calculated by adding up all the assets and deducting the liabilities in the name of the person. it can be ignored completely only when the person is not liable to settle it.

Do I need to get Valuation report ?

Mostly not required, valuation is required only for complex assets and where value cannot be measured reliably.

Official references: Institute of Chartered Accountants of India. Rules, forms, fees and authority procedures can change; confirm the current position before submission.

Content reviewed: August 2026.

Net worth certificate assistance in Chennai