Liquid Assets
Cash (checking & savings accounts)
Short-Term Investments
Money Market Funds
Cash Value of Life Insurance
Other
Total Liquid Assets ₹ 0
Short-Term
Credit Cards
Car Loan
Loan on Life Insurance
Accrued Income Taxes
Other Debt
Total Short-Term Liabilities ₹ 0
Investment Assets
Marketable Securities
Bonds
Tax Incentive Investments
Retirement Funds
Total Investment Assets ₹ 0
Long-Term
Loans to Purchase Personal Assets
Mortgage on Personal Residence(s)
Total Long-Term Liabilities ₹ 0
Personal Assets
Residence
Vacation Property
Jewellery
Vehicle
Contingent Liabilities
Guarantor (SBA Loan)
Damage Claims
Others
Total Assets ₹ 0
Total Liabilities ₹ 0
Net Worth ₹ 0
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