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Net Worth Certificate Formet

This document provides a template for collecting information about the net worth of promoters or guarantors, including details of their assets and liabilities. It requests information such as name, address, PAN number, details of movable assets like cash, vehicles, and jewelry, immovable properties with location and value, liabilities from borrowings and guarantees, and declaration of accuracy signed by the promoter. Supporting documents for assets like sale deeds, demat statements, and insurance policies are also requested.

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vijayverma0666
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707 views

Net Worth Certificate Formet

This document provides a template for collecting information about the net worth of promoters or guarantors, including details of their assets and liabilities. It requests information such as name, address, PAN number, details of movable assets like cash, vehicles, and jewelry, immovable properties with location and value, liabilities from borrowings and guarantees, and declaration of accuracy signed by the promoter. Supporting documents for assets like sale deeds, demat statements, and insurance policies are also requested.

Uploaded by

vijayverma0666
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Annexure 3

Networth of Promoters / Guarantors

1. Name of the promoter/ Guarantor :


2. Fathers’ name :
3. Age and Sex :
4. Address & Contact Details :
Correspondence :
Residential :
Permanent :
5. PAN No. and / or Passport no. :
6. DETAILS OF ASSETS (Rs ₹)
i) MOVABLE ASSETS (other than shares held in the applicant enterprise)
a) Cash and Bank (Savings/ FD) :
b) Liquid Shares/ Bonds/ Mutual Funds :
c) Insurance policies (Surrender value) :
d) Details of other securities like stake in
unlisted concerns, etc :
e) Vehicles/ Jewellery :

f) Others (kindly specify) :


g) Advance to Parties :
h) Principal Firm(Borrower) :
i) Other Firm :
Total :

ii) Kindly provide details of the pledge :


or hypothecation of the above assets

iii) IMMOVABLE PROPERTIES


Date of Location / Whether Extent of Name of Value Details of
Acquisitio Address with PIN Land/ House/ holding (%) joint (₹) mortgages,
n Flat/ owner, if Purchase Mkt. encumbranc
Commercial/ any price Value e
Agricultural
property
1
2
3
TOTAL

7. DETAILS OF LIABILITIES
S.No Borrowings from Purpose Secured by Amount still to be repaid
(₹)
1
2
3 Total
DETAILS OF GUARANTEES GIVEN
Guarantee given to (name of On behalf of/ purpose Guarantee valid upto Amount involved
bank/ person) (₹)
1 00

Signature
Name
2 00
Debit Balance shown in Balance Sheet of any company/ firm in which you
have financial interest/ stake
Any other liabilities
Total Liabilities 00

8. SUMMARY

Value of Movable assets :


Value of immovable properties :
Total Assets (₹) :

Less: Total liabilities (₹) :

Net Assets (₹) :

9. Profit in Business (₹) :


10. DECLARATION

I declare that the above particulars are true and correct to the best of my knowledge and belief and
I undertake to furnish such other information as SIDBI may require.

Place : Signature: ---------------------


Date : Name :

===================================================
Note:
1. Net worth details should contain full details of the following :
a. immovable properties including complete address, area (residential, commercial etc.) and
whether they are mortgaged with others with details thereof;
b. movable assets including the details of investments in shares, bonds, debentures, fixed deposits
indicating name of company/ firm, amount, face value, interest rate, etc., and whether they are
pledged with others with details thereof;
c. full details of liabilities including names, amounts, terms etc. ;
2. Kindly enclose copies of sale deeds, demat statements of shares, debentures & bonds held, policies,
etc.
*****

Signature
Name

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