Assets
Enter your liquid assets
Liabilities
Enter your debts and obligations
Net Worth Summary
Total Assets:
$0.00
Total Liabilities:
$0.00
Net Worth:
$0.00
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How to calculate liquid net worth of a person?
Liquid net worth is calculated by subtracting total liabilities from liquid assets. Formula: Liquid Net Worth = Liquid Assets - Total Liabilities. Liquid assets include cash, savings accounts, checking accounts, money market funds, stocks, bonds, and other easily convertible investments. Exclude illiquid assets like real estate, retirement accounts, or business ownership stakes.
How to prove liquid net worth?
Prove liquid net worth by providing bank statements, brokerage account statements, investment portfolio summaries, and debt statements. Financial institutions typically require 2-3 months of recent statements showing consistent balances. Use certified financial statements, tax returns, or letters from financial advisors. Some situations may require third-party verification or professional asset appraisals.
What is the net worth date in KYC?
The net worth date in KYC (Know Your Customer) refers to the specific date when your financial assets and liabilities were calculated and verified. This date is crucial for compliance purposes as net worth can fluctuate. Financial institutions typically require net worth calculations to be current within 90 days for account opening or investment purposes.
What assets count as liquid for net worth calculations?
Liquid assets include cash, savings and checking accounts, money market funds, certificates of deposit, publicly traded stocks and bonds, mutual funds, ETFs, and treasury securities. These can be converted to cash within days without significant loss. Exclude retirement accounts (401k, IRA), real estate, private equity, collectibles, and illiquid investments from liquid net worth calculations.
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