Sale Deed / Conveyance Deed / Allotment Letter
The primary title document confirming the owner's name, property area, description and registered purchase price.
PROPERTY VALUATION DOCUMENT CHECKLIST
What to Have Ready Before the Valuer Arrives
The more relevant documentation available at the time of the engagement, the more accurately the valuer can assess Fair Market Value (FMV), select appropriate comparables and prepare a more complete and defensible property valuation certificate.
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Title & Ownership
Regulatory Records
Financial & Encumbrance
Section 55(2)(b)
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BEFORE THE ENGAGEMENT
Complete Documents Help Build a Stronger Valuation Record
Documents are not merely administrative requirements. They help establish ownership, area, legal status, approved construction, encumbrances and transaction history — all of which can influence the FMV computation and comparable selection.
DOCUMENT MAP
Keep These Documents Ready for Review
The exact documents required depend on the property, purpose and valuation assignment. The following checklist covers the principal records that can materially assist the valuation process.
01
Title Documents
Ownership, title and lease records
02
Regulatory Documents
Approved plans and occupancy records
03
Financial & Encumbrance
Loans, mortgages and property records
04
Section 55(2)(b)
Retrospective valuation documents
01
TITLE
TITLE DOCUMENTS
Establishing Ownership & Title
Title documents provide the foundation for identifying the property, confirming ownership and understanding the transaction history.
Chain of Title
Previous sale deeds and transfer documents where the property has changed hands multiple times.
DDA / HUDA / MHADA Documents
Allotment letter and lease deed for leasehold properties, confirming the lease term, allotting authority and applicable conditions.
Mutation / Khata Certificate
Confirms that the title has been updated in municipal records following the last transfer.
02
REGULATORY
REGULATORY DOCUMENTS
Confirming the Approved Property & Construction
Regulatory records help the valuer understand the approved construction, permissible area, occupancy status and project-specific regulatory position.
01
Approved Building Plan
The sanctioned floor plan from the relevant local authority such as MCD, NDMC, BDA or the applicable development authority. It helps confirm the approved constructed area.
02
Completion Certificate / Occupancy Certificate
Confirms that the building has been completed according to the approved plan and is fit for occupation. The absence of an Occupancy Certificate (OC) may be relevant to the valuation assessment.
03
RERA Registration Certificate
For properties in RERA-registered projects, the registration certificate can help establish the project's regulatory and completion status.
03
FINANCIAL
FINANCIAL & ENCUMBRANCE DOCUMENTS
EC
PT
LM
Records That Reveal Charges, Loans & Property Records
Financial and municipal records help establish the property's current documentary position and are particularly relevant where a property is already mortgaged or being valued for banking purposes.
Encumbrance Certificate
The Encumbrance Certificate (EC) from the Sub-Registrar can help identify registered charges or mortgages on the property, subject to the scope of the certificate.
Property Tax Receipts
Recent municipal property tax receipts, preferably for the latest 2–3 years, can help confirm the assessed area and municipal record.
Existing Loan / Mortgage Documents
Existing loan and mortgage documents should be disclosed where the property is already under mortgage, particularly for a bank valuation certificate.
RETROSPECTIVE VALUATION
For Section 55(2)(b) Pre-2001 Property Valuation
A retrospective valuation assignment requires historical documentation wherever available. These records help establish the property's acquisition history and provide context for determining the relevant historical FMV.
01
Original Purchase Documents
The earliest available sale deed or allotment letter confirming the original acquisition date and purchase price.
02
Previous Valuation Reports
Earlier Government Approved Valuer certificates, where available, can provide useful historical context for the retrospective valuation.
03
Estate Documents
For inherited property, relevant documents such as a Will, probate, succession certificate or intestate succession documentation can help establish the inheritance chain.
Important:
The appropriate documents depend on the property's history,
valuation purpose and assignment scope. Keep all available
historical records ready rather than relying only on recent
documents.
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READY FOR YOUR VALUATION?
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Share your property situation and available documents so the appropriate valuation requirements can be understood before the engagement begins.
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