IN SIMPLE WORDS
What can we help with?
Share the visa-document checklist, whose financial position is to be reported and the relevant date. We help organise the supporting records and prepare the agreed certificate after review.
Does this sound familiar?
You have been asked for a CA net worth certificate.
A parent or sponsor needs to document their financial position.
Your assets include property, deposits or investments with related loans.
AN EVERYDAY EXAMPLE
An applicant has a bank deposit and a share in a jointly owned property with a housing loan. The records need to explain ownership and the related liability before a net worth statement is prepared.
Illustrative situation, not a client case study.Is net worth the same as money available for my trip or studies?
No. Assets such as property may form part of a supported net worth statement without being immediately available funds. Check the recipient’s current financial-document requirements.
A useful point to keep in mind
Net worth and immediately available funds are different. The recipient decides which financial documents it accepts; a CA certificate does not replace a required bank statement or guarantee a visa outcome.
WHAT WE CAN HELP YOU DO
The work, clearly explained.
These are the tasks we can discuss for this service. Your proposal will confirm which ones are included.
- Review of the stated visa-document requirement and reporting date
- Preparation of an assets-and-liabilities schedule from supporting evidence
- Clarification of ownership, liabilities and the valuation basis used
- Preparation and issuance of the agreed CA certificate or report, with applicable UDIN requirements
What you can ask for at completion
- The agreed assets-and-liabilities statement and supporting schedule
- The CA certificate or report after completion of the professional review
- Applicable UDIN details and stated purpose, date and basis of preparation
Know what you need to send, what the team will do and which records you will receive.
YOUR PREPARATION CHECKLIST
Start with what you have.
You do not need everything ready before speaking to us. Use this list to organise the first handover; we will explain any additional requirements.
Tick what you already have. You can still contact us if something is missing.
Describe your requirement in the enquiry form. Share financial documents only through the channel agreed with the office; do not enter passwords or OTPs here.
Ask about my documentsFROM FIRST MESSAGE TO COMPLETION
Three clear steps.
Confirm the document requirement
Share the applicant or sponsor, reporting date and recipient’s checklist.
Review the supporting records
We check ownership, balances, liabilities and evidence for the proposed statement.
Complete the agreed certificate
Questions are resolved before the statement and professional report or certificate are finalised.
FEES & TIME
What affects the quote?
Tell us what needs doing and what records are ready. We discuss the professional fees and identify any separate charges before starting.
- Applicant or sponsor and the required reporting date
- Number and type of assets, liabilities and ownership interests
- Availability of ownership, balance and valuation evidence
- Recipient’s prescribed format, currency requirements and clarification work
Scope, fees and expected timing are confirmed after the initial document review. Missing evidence or clarification may affect completion. Visa decisions remain with the relevant authority.
QUICK ANSWERS
What clients often ask.
Is net worth the same as money available for my trip or studies?
No. Assets such as property may form part of a supported net worth statement without being immediately available funds. Check the recipient’s current financial-document requirements.
Is a net worth certificate required for every visa?
Requirements vary by destination, visa category and recipient. Share the current checklist or request so we can discuss the appropriate document.
Can parents or another sponsor’s assets be included?
Tell us whose financial position must be reported. Ownership, the sponsor relationship and the recipient’s requirements need review; assets should not be combined without a stated basis.
Can property and jointly owned assets be considered?
Share ownership and valuation evidence, including any related loan. The supported ownership share and basis of value are reviewed before inclusion.
What are the fees and completion time?
These depend on the number and type of assets, evidence available, clarification work and any prescribed format. We confirm scope, fees and expected timing after the initial review.
Can I enquire remotely?
Yes. Start with the purpose and records available. The office will agree a suitable channel for documents; do not upload financial statements, passwords or OTPs into the public enquiry.
More detail & official sources
General service information from Mohit R Gupta & Associates. The work and requirements depend on your facts and the relevant period. Use the official portals for current forms and rules.
- ICAI — reports or certificates for special purposes ↗
- ICAI — UDIN portal and verification resources ↗