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General

Net Worth

Also known as: personal net worth, net assets

Net worth is what you own minus what you owe — the single number that measures financial position, as opposed to income, which only measures cash flow.

Net worth is calculated by adding up every asset — bank balances, mutual funds, stocks, EPF and PPF balances, property, gold — and subtracting every liability: home loan, car loan, personal loan, and outstanding credit card balances. The result can be positive or negative, and early in a career it is often negative, which is normal rather than alarming.

The reason net worth matters more than salary is that income says nothing about what you keep. Two people earning the same amount can be decades apart financially: one carrying a large home loan and a revolving card balance, the other with a paid-off position and an invested corpus. Only net worth captures the difference.

Tracked over time, net worth is the cleanest scoreboard available. A single month's figure means little; the direction and slope across quarters mean everything. It naturally rewards the two behaviours that actually build wealth — increasing assets and reducing liabilities — while ignoring how impressive the salary looks.

Include only what you could realistically convert or are genuinely liable for. Count the market value of property, not its purchase price, and count the outstanding loan balance, not the original amount. Leave out depreciating items you would never sell, and do not count an emergency fund twice by listing it both as savings and as a separate asset.

FAQ

Net Worth — common questions

Add every asset — savings and current accounts, fixed deposits, mutual funds, stocks, EPF, PPF, NPS, gold, and the current market value of property. Then subtract every liability: home loan, vehicle loan, personal loan, education loan, and credit card outstanding. The difference is your net worth.
Not necessarily. A recent graduate with an education loan, or a new homeowner shortly after taking a large home loan, will usually show negative net worth. What matters is the trend: if the number improves each quarter, the plan is working.
Yes, at its current market value, with the outstanding home loan subtracted as a liability. Just remember that a home you live in is not easily convertible to cash, so a net worth dominated by property can look healthier than your actual liquidity.
Quarterly is enough for most people. Monthly tracking tends to amplify ordinary market noise into anxiety, while an annual check is too infrequent to catch a problem while it is still small.