Assets

Liquid Assets

Cash (checking & savings accounts)

Short-Term Investments

Money Market Funds

Cash Value of Life Insurance

Other

Total Liquid Assets ₹ 0

Liabilities

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)

Other

Other

Total Long-Term Liabilities ₹ 0


Personal Assets

Residence

Vacation Property

Jewellery

Vehicle

Other

Total Liquid Assets ₹ 0

Contingent Liabilities

Guarantor (SBA Loan)

Damage Claims

Others

Others

Other

Total Short-Term Liabilities ₹ 0


Total Assets ₹ 0

Total Liabilities ₹ 0

Net Worth ₹ 0

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