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Net-Worth / Turnover Certificates

Advantages

  • Useful for visa processing, bank loans, tenders and financial verification
  • Provides an authentic valuation issued by a qualified professional
  • Enhances credibility of an individual or business in financial assessments
  • Helps prove financial strength, stability and business capacity
  • Required for government contracts, bidding and high-value transactions
  • Ensures accurate evaluation of assets, liabilities and business performance

Eligibility

  • Individuals, proprietors, partnerships, LLPs or companies needing financial certification
  • Valid KYC documents such as PAN, Aadhaar and address proof
  • Latest bank statements, ITRs and financial records
  • Details of assets, liabilities, income, turnover and investments
  • Business registration documents (if applicable)
  • Certificate must be issued by a registered CA based on verified documents

Net Worth / Turnover Certificates


Overview

A Net Worth Certificate or Turnover Certificate is an official financial document that reflects the true financial position and business strength of an individual, firm, or company.
These certificates are often required by banks, financial institutions, government departments, tenders, and visa authorities to verify your economic capability and creditworthiness.

At Rajasthan Filings, our team of Chartered Accountants and financial professionals prepare accurate and authentic certificates that are accepted by all banks, tendering authorities, and government bodies across India.


What is a Net Worth Certificate?

A Net Worth Certificate represents the total value of an individual’s or entity’s assets after deducting all liabilities. It is the measure of your overall financial health at a given date.

It includes the valuation of all movable and immovable assets such as land, buildings, vehicles, cash, bank balances, fixed deposits, investments, gold, and business assets — minus liabilities like loans, overdrafts, or payables.

Formula:

Net Worth = Total Assets – Total Liabilities

This certificate is generally issued by a Chartered Accountant based on verified financial records, balance sheets, and supporting documents.


What is a Turnover Certificate?

A Turnover Certificate certifies the total sales or business turnover of an entity during a specific financial period.
It is commonly required by government departments, contractors, or private clients during:

  • Tender applications

  • Bank loan processing

  • Project bidding

  • Visa and embassy documentation

  • Franchise and dealership approvals

The certificate provides a clear picture of your business operations and performance during a financial year.


Importance of Net Worth and Turnover Certificates

  1. For Bank Loans: Proves financial capacity and repayment strength.

  2. For Government Tenders: Demonstrates eligibility based on turnover limits.

  3. For Visa / Immigration: Serves as a proof of financial background.

  4. For Company Evaluation: Shows stability and business credibility.

  5. For Personal Finance: Reflects real-time wealth position for future planning.


Key Components of a Net Worth Certificate

Category Examples of Assets / Liabilities Included
Movable Assets Bank Balance, FDs, Shares, Mutual Funds, Cash, Gold
Immovable Assets Land, Building, Residential / Commercial Property
Business Investments Capital in Firm, Machinery, Stock, Receivables
Personal Assets Vehicles, Jewellery, Furniture, Art, etc.
Liabilities Bank Loans, OD/CC Limits, Creditors, Outstanding EMIs

After evaluating all details, a Chartered Accountant certifies the net financial position as of a particular date.


Key Components of a Turnover Certificate

Particulars Details Shown in Certificate
Business / Firm Name Registered Legal Name
Financial Year Period Covered (e.g., FY 2023–24)
Nature of Business Product / Service Type
Total Sales Value As per Books of Accounts
Verification Basis GST Returns, P&L Account, and Ledger Summary
CA Verification Signed and Stamped by Practicing Chartered Accountant

Documents Required

For Net Worth Certificate:

  • PAN and Aadhaar of individual or entity

  • Latest ITR and Balance Sheet

  • Bank Statements and Fixed Deposit Details

  • Property Valuation Reports (if available)

  • Investment proofs (Shares, Mutual Funds, LIC, etc.)

  • Loan / Liability details

For Turnover Certificate:

  • Audited Financial Statements or Books of Accounts

  • GSTR-3B and GSTR-1 Summary (if registered under GST)

  • Bank Statement reflecting receipts

  • Income Tax Return for the relevant year

  • Any tender / project requirement document (if applicable)


When You Need These Certificates

  • Applying for Bank Loan / Cash Credit / OD Limits

  • Participating in Government or Private Tenders

  • Seeking Visa or Immigration Approval

  • Establishing Business Partnerships or Franchises

  • Submitting to Financial Institutions or Investors

  • Filing documents for Company Evaluation or Mergers


Process Followed by Rajasthan Filings

  1. Data Collection: We collect financial statements and asset details.

  2. Verification: Our CA team verifies ownership, valuation, and liabilities.

  3. Computation: Accurate calculation of net worth or turnover.

  4. Certificate Drafting: Professionally prepared in CA format.

  5. Review & Delivery: Digitally signed and sealed certificate delivered in PDF format (and physical copy on request).


Benefits of Getting a Certificate from Rajasthan Filings

  • 100% CA-certified and bank-accepted format.

  • Accurate valuation and transparent computation.

  • Fast preparation (usually within 24–48 hours).

  • Accepted by all government and private institutions.

  • Useful for multiple official and financial purposes.

  • Both digital and hard copy formats available.


Why Choose Rajasthan Filings

  • Experienced team of Chartered Accountants and financial analysts.

  • Trusted by thousands of businesses, professionals, and individuals.

  • PAN India service with simple online document submission.

  • High accuracy, confidentiality, and authenticity.

  • Free consultation for selecting the correct certificate type.

Our certificates are professionally drafted, legally valid, and tailored to your specific requirement — whether for personal finance, tenders, or institutional compliance.


Conclusion

A Net Worth Certificate or Turnover Certificate is more than a document — it’s a reflection of your financial strength and business credibility.
Having a professionally verified certificate ensures trust, transparency, and confidence when dealing with banks, embassies, or corporate clients.

At Rajasthan Filings, we make the process fast, simple, and fully compliant with accounting and audit standards.
Get your CA-certified certificate delivered quickly — anywhere in India.

Get a Consultation by Expert