Free samples for salaried

Sample

My balance sheet

Sample: Ananya, 32, product analyst in Bengaluru. ₹18 lakh a year, pays rent, one car loan, one child in school.

Net worth ₹14.9 lakh

What you own minus what you owe, from your statements.

What you own₹18,30,000
What you owe₹3,38,000
Net worth₹14,92,000

What you own

  • EPF ₹4,80,000
  • Equity mutual funds (SIP) ₹3,60,000
  • PPF ₹1,80,000
  • Bank and FD liquid₹2,40,000
  • Gold ₹1,20,000
  • Car ₹4,50,000
  • Total₹18,30,000

What you owe

  • Car loan₹3,10,000
  • Credit card due₹28,000
  • Total₹3,38,000

Debt is 18% of what you own.

Sources and small print
  • Rule of thumb, no law: a common planning guide

Sample with dummy data. Names are invented. Your own result uses your documents. FY 2026-27.