YOUR NET WORTH CALCULATOR

Important Points

1. Your Net Worth Calculator gives a quick idea of how much your assets are worth after paying off outside liabilities.

2. As far as possible, be conservative in valuing your assets. For each class of asset we have recommended the appropriate method of valuation. Feel free to approximate where you cannot be precise.

3. Your information is completely confidential and you can be entirely honest in your self assessment

4. All the total and sub-total columns will be automatically calculated and hence please do not fill them up

MY ASSETS

Real Estate

Asset Class

Value

Recommended

House /Flats Market Value

Plots / Land

Market Value

Farm-House

Market Value

Sub-Total

Ornaments and Jewelry

Asset Class

Value

Recommended

Gold

Realizable Value
Silver Realizable Value

Diamonds

Realizable Value

Others

Realizable Value

Sub-Total

Automobiles / Two Wheelers

Asset Class

Value

Recommended

Car

Realizable Value

Motorcycle

Realizable Value

Others

Realizable Value

Sub-Total

Equipment & Furniture

Asset Class

Value

Recommended

Furniture

Realizable Value

Computer

Realizable Value

Household appliances

Realizable Value

Sports Equipment

Realizable Value

Others

Realizable Value

Sub-Total

Insurance Policy

Asset Class

Value

Recommended

Life Policy

Surrender Value

Financial Investments

Asset Class

Value

Recommended

Equity Shares

Market Value

Preference Shares

Market Value

Debentures & Bonds

Market Value/ Face Value
Mutual Funds & UTI units Net Asset Value
NSC, IVP etc Face Value

Other Securities
(Warrants etc)

Option Value

Sub-Total

Deposits and Advances

Asset Class

Value

Recommended

Post Office Deposits Face Value
FD with Banks Face Value
FD with Companies/NBFC Face Value
Loans To Friends and Relatives Face Value
Other Loans and Deposits Face Value

Sub-Total

Provident Fund Balances

Asset Class

Value

Recommended

EPF Account Accumulated Balance
PPF Account Accumulated Balance

Sub-Total

Cash and Bank Balances

Asset Class

Value

Recommended

Bank Balance Accumulated Balance
Cash in Hand Accumulated Balance
Other Liquid assets Accumulated Balance

Sub-Total

      

Other Investments

Asset Class

Value

Recommended

Time Share Investments Market Value
Plantation Schemes Realizable value
Works of Art Market Value

Sub-Total

Miscellaneous Claims

Asset Class

Value

Recommended

Membership Deposits Refundable Amount
Casual advances Refundable Amount
TOTAL ASSETS

MY LIABILITIES

Housing Loans

Auto Loans

Consumer Durable Loans

Personal Loans

Bank Overdrafts

Credit Card  Balance

Educational Loans

Other outstandings

TOTAL LIABILITIES               

Your Net Worth (Total Assets - Total Liabilities)

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