Statement of Net Worth

Personal Details

Name

Email

Contact No.

Particulars of Assests

Accumulated Amount (Rs.)

Comments

Fixed Deposits (FD's) -Banks

Fixed Deposits (FD's) -Other

EPF

PPF

Gold Bullion (exclude Jwellery)

Real Estate 1

Real Estate 2

Shares

Mutual Funds -Equity

Mutual Funds -Debt

Ulips

Any Other

Car Loan 1

Car Loan 2

Home Loan 1

Home Loan 2

Personal Loan 1

Personal Loan 2

Any Other Loan