Financial Documents for Visa | Proof of Funds Report
Has your visa consultant asked for financial documents for your visa application? Are you confused about what documents to submit as proof of funds for your foreign visa process? No worries — in this guide, we’ll cover everything you need to know about the documents that can serve as valid proof of funds (finance).
Proof of finance is a critical requirement in the visa process, as embassies assess the applicant’s financial capacity to meet various expenses — such as tuition and living costs for a student visa, travel and accommodation for a visitor visa, or financial investment and business sustainability for a business visa, among others.
We provide complete support for financial documentation. Within just 3 hours, you can receive a duly certified financial report from a Chartered Accountant (CA) near you.
In this article, you’ll learn everything about the proof of funds report, including its requirements, importance, usage across different types of visas, the list of required documents, sample formats, and the complete process for obtaining a CA-certified financial report. Get in touch with us today to have your financial report prepared quickly and professionally.
- Proof of Funds
- Financial Report by CA
- INR & Dollar (Etc)
- Fees: 4000/-
Require Financial Report by CA for Visa?
What is a Proof of Funds Report for the Visa Process?
A Proof of Funds (POF) Report is an official financial document that demonstrates your ability to financially support yourself (and any dependents, if applicable) during your stay in a foreign country. It is often required as part of a visa application process by embassies and immigration authorities to ensure that applicants have sufficient funds to cover expenses such as:
Tuition fees and living expenses (for student visas)
Travel, accommodation, and daily expenses (for visitor/tourist visas)
Investment capital or operational funds (for business or investor visas)
The Proof of Funds Report is typically prepared and certified by a Chartered Accountant (CA), especially in countries like India, where a CA-certified financial statement adds credibility to your application. It usually includes:
A summary of your bank balances and fixed deposits
Details of liquid assets
Sources of funds (e.g., salary, business income, savings)
A declaration that the funds are readily available for visa purposes
This document helps visa officers assess your financial stability and ensures that you won’t be financially dependent on the host country’s government or illegal employment.
Let me know if you’d like a sample format or help preparing one.
Difference Between Proof of Funds Report and Net Worth Certificate
A Proof of Funds Report focuses on your current financial liquidity, including income sources and availability of money for immediate use, such as for a visa.
A Net Worth Certificate is a broader statement of total wealth, including assets that may not be readily convertible to cash.
- Both the documents are Certified by Chartered Accountant (CA).
Proof of Funds Report (Visa Use)
💼 Purpose: To show you have liquid money available right now for your visa, travel, or study abroad needs.
📄 Includes:
Bank balance
Fixed deposits
Annual income summary
Recurring income (salary, rent, business)
Financial disclosures
📌 Focus: Immediate fund availability
💸 Assets Covered: Only liquid assets (cash, savings, FDs)
🎯 Use Case: Required for visa applications, embassy interviews, etc.
🧾 Issued By: Chartered Accountant (CA)
Net Worth Certificate
💼 Purpose: To show your total wealth or overall financial position
📄 Includes:
Property value
Gold and investments
Bank balances
Vehicles
Minus liabilities
📌 Focus: Long-term financial strength
💸 Assets Covered: Movable & immovable (cash + property, etc.)
🎯 Use Case: For loan applications, tenders, visa profiling, etc.
🧾 Issued By: Chartered Accountant (CA)
Documents Required for Preparation of Proof of Finance Report for Visa
Preparation of a Proof of Funds Report by a Chartered Accountant (CA) requires a specific set of documents, primarily including Liquid Asset Documents, Movable Asset Documents, Immovable Asset Documents, and Income Documents.
Below is the list of documents that can be provided for the preparation of a CA-certified financial report for visa purposes.
KYC Documents:
PAN Card or Passport of Applicant and It’s Family/Sponsors.
Part 1: Liquid Assets Documents
Bank account statements (latest)
Fixed Deposit (FD) certificates
Mutual fund statements
Stock/demat account holdings
Cash and Other Liquid Assets
Part 2: Movable Assets Documents
Gold valuation certificate (from jeweler or valuer)
LIC or other maturity-value policies
Investment in long term bonds
Provident fund
Vehicle etc.
Part 3: Immovable Assets (Property)
Property (Flat, Appartment, House, Land, Agriculture land, shop, commercial space, plot, factory etc) documents (ONE – ownership papers eg. Agreement, Khata Copy, Index Copy, Tax Bill, E-bill, 7/12, 8A, Patta record, Govt Record, Property Card)
Property valuation certificate (by approved valuer) (If not available you can opt for valuation or self declare value)
Liabiltities Documents (Loan, Borrowing etc)
Part 4: Income Documents (Yearly Income)
Rental income proof (rent agreements, bank credits)
Salary slips (if salaried)
Income Tax Returns (ITR) – last 2-3 years
Business income proof (balance sheet/P&L, GST returns)
Agricultural income proof (land papers + sale receipts)
Income Tax Return (ITR Copy) – If Available
Visa Types That Require a Financial Report as Proof of Finance | Importance
Student Visa – To prove you can afford tuition fees and living expenses while studying abroad.
Visitor/Tourist Visa – To show you can cover travel, accommodation, and personal expenses during your trip.
Business Visa – To demonstrate financial stability and the ability to support business activities or meetings.
Work Visa – To confirm financial backup until your employment and salary begin in the destination country.
Dependent Visa – To ensure the sponsor can financially support dependents without burdening the host country.
Investor/Entrepreneur Visa – To validate availability of investment funds and support business setup.
Permanent Residency (PR) Visa – To prove you can support yourself and family without relying on public funds.
Spouse Visa – To confirm the sponsor’s ability to provide financial support for the partner.
Sample of Proof of Funds Financial Report for Visa
Format of Financial Report of CA for Proof of Finance
- In Letterhead of Chartered Accountant
- Title of Report (Financial Assessment or Financial Strength of Family or Financial Report for proof of funds)
- Purpose – Visa Application
- Currency – Multi Currency of Home Country and Foreign Country (eg, INR and USD/CAD/AUD/GBP/Euro)
- Summary of Wealth (Liquid, Movable, Immovable, and Liabilities)
- Summary of Income (Yealy Income of Applicants and its family)
- Certification with UDIN – Unique Document Identification Number
- CA Signed, Seal and Stamp of Office.
Charges for CA Certified Proof of Funds for Visa | Rs. 4000/-
We provide CA-certified financial documents for visa applications at just ₹4,000/-.
This includes a Net Worth Certificate (for the applicant and their family) and an Income Certificate reflecting the annual income of the applicant and their family.
How to Get Financial Proof Document for Visa | Get in 3 Hours
If you are in urgent need of financial proof document for visa, you can get it done in just 3 hours. We are the nearest consultant, having team of Chartered Accountatn (CA) across India near to your location for serving visa related valuation services in just 3 hours.
Process:
Step 1: Send us documents
Step 2: Review Draft Copy
Step 3: Get your Financial Report by CA ready with UDIN, Submit report as proof of finanace/fund for your visa application.