Net Worth Certificate for VISA

CA Report format for Family Visa

Are you looking for a CA Report format for Family Visa or a Chartered Accountant–certified Net Worth Certificate for a Joint Family Visa Application?
If yes, you’re in the right place. Here, you can explore the CA Report format, rules for preparing a Family Net Worth Certificate, types of formats in which the certificate can be prepared and presented, key elements to include, and sample certificates for joint family applications. There are two format available for Joint Net Worth Certificate Preparation ie. List Format and Table Format which is explained in detailed via sample.

Key Highlights of a CA Net Worth Report for Family (Joint Members):

  • Eligible Persons to be Included: Family members, sponsors, guardians, spouse, etc.

  • Purpose: Commonly required for family visa and immigration processes.

  • Currency: For visa purposes – INR and foreign currency; for domestic use – INR only.

  • Certificate Requirements: Must be certified by a Chartered Accountant, including a UDIN and the CA’s signature.

Need a Chartered Accountant–Certified Net Worth Certificate for your Family? Contact us today!

Require Net Worth Certificate for Joint Family?

Format Available for Family Visa Net Worth Certificate

CA Report Format for Family Visa – List Format

  • List Format Used: Assets and details are presented in a list style.

  • Combined Assets Shown in Schedule of Assets: All family assets are listed together.

  • Double Currency Reporting: Values are shown in both INR and foreign currency.

  • Total Family Net Worth Displayed: Shows the complete financial worth of the entire family.

Net Worth Certificate for Family Visa – Table Format

  • Table Format: Assets are presented in a structured, tabular layout.

  • Schedule of Assets with Family Member-wise Breakdown: Assets are shown in detail along with the share/bifurcation for each family member.

  • Double Currency Reporting: Shown in both INR and foreign currency.

  • Total Family Net Worth Displayed: Overall wealth of the family is clearly mentioned.

  • Individual Member-wise Wealth Also Shown: Net worth is listed separately for each family member.

Format of CA Report for Joint Family Visa Application (List Sample)

Sample of Net Worth Certificate for Family Visa - Table Format

What is Joint (Family) Net Worth Certificate?

If we consider the assets of multiple individuals—whether jointly owned or belonging to the entire family—in a Net Worth Statement, the certificate is referred to as a Joint Net Worth Certificate or Family Net Worth Certificate.
In this certificate, the assets of the entire family are considered, typically including the individual, their spouse, and their parents. This type of certificate is commonly required for family-related visas such as family immigration, visitor visas, tourist visas, and similar applications.

What are the Usage Joint Family Net Worth Certificate?

Most often Family Net Worth Statement or CA Report requires for visa purpose. However, depend on requirement where any declaration of proof of assets required of whole family then net worth certificate of family is useful. Key purpose and usage are as follows

  1. Visitor Visa (Family Visa)
  2. Tourist Visa Eg. Family Foreign Tour
  3. Permanent Residency Visa
  4. Proof of Funds of Family
  5. Investment Purpose
  6. Loan Purpose
  7. Guarantee Purpose
  8. Franchise Purpose

Which Family Members' Assets Can Be Included in a Family Net Worth?

Depending on the requirement and purpose, different family members can be included. However, in general practice, the following family members’ assets are typically included in a Family Net Worth Certificate for visa purposes:

  • Owned Assets: Assets held by the individual (self).

  • Spouse’s Assets: Assets owned by the husband or wife.

  • Parents’ Assets: Assets of the mother and father.

  • Grandparents’ Assets: If there is a legally established right over these assets.

  • Sponsor’s Assets: In case of sponsorship, assets of siblings, uncle and aunt, or a legal guardian may also be included.

Therefore, if the application is sponsored (e.g., for study purposes), the scope of whose assets can be considered may expand depending on the specific visa or documentation requirements.

Benefits of a Joint Family Net Worth Certificate in Visa Applications

  • Stronger Money Proof: Shows more total money from the whole family.

  • Helps with Sponsorship: Proves that family members can support you.

  • Better Visa Chance: Embassies trust people with good financial support.

  • Good for Family Visas: Needed for visas where family is involved.

  • Includes More People: You can show money from parents, spouse, or sponsor.

What are the Content of CA Report Format for Family Visa?

A Chartered Accountant (CA) makes this report to show family’s total wealth in Indian Rupees (INR) and also in foreign money (like USD, CAD, etc.). It includes:

  1. Title of the Report
    – Name of the certificate (like Net Worth Certificate for Visa).
  2. Who It’s For
    – The embassy, visa office, or other authority.

  3. Details of Family or Sponsor
    – Name, relation, and basic info of the person or family members.

  4. Total Net Worth (Money Value)
    – Total assets shown in INR and foreign currency.

  5. Why the Report is Made
    – Mention that it’s for family visa or immigration.

6. List of All Assets
– With proper value in INR and foreign currency:

    • Liquid assets (cash, bank balance)

    • Movable assets (vehicles, gold)

    • Property/land

7. Currency Rate Used – Example: 1 USD = ₹85.00

8. CA’s Details – CA’s name, ID number, date, place, and firm name (if any).

9. Seal, Signature, and UDIN
– Stamp, signature, and a special number to verify the report.

Fees for CA Report for Family Visa Certificate | ₹ 3000/-

Get Family Visa Purpose Net Worth Certificate of Joint Member, Charges Just Rs. 3000/- all Inclusive, Contact us now.