To prepare a net worth certificate, you typically need:
Personal & ID Proofs
- PAN card, Aadhaar card, passport, or other government ID
- Address proof (utility bill, bank statement, etc.)
Financial Documents
- Balance sheet (for businesses)
- Bank statements (usually last 12 months)
- Investment records (shares, mutual funds)
- Property documents and valuations
- Loan/ liability proofs (agreements and outstanding amounts)
- Income Tax returns (helps verify income history)