Advisory & Growth
Project Finance & Loan Support
Bank-ready project reports, CMA data and documentation.
Who needs this
Is this you?
- Businesses financing machinery, premises or expansion
- Companies seeking working-capital limits or CGTMSE-backed loans
- MSMEs applying for subsidy and state incentive schemes
Our process
How we handle it
- 01
Assess
Understand the requirement and the lender's expectations — term loan, CC limit or scheme-based.
- 02
Prepare
Projected financials, CMA data, ratio analysis and the report in the bank's format.
- 03
Submit
Assemble the documentation pack and respond to the bank's queries through sanction.
- 04
Track
Follow the sanction conditions — insurance, security creation, and end-use reporting.
Documents required
What to keep ready
- Last 3 years of financial statements and ITRs
- GST returns and bank statements
- Cost estimate / quotations for the project
- Collateral and guarantor details
- Entity and KYC documents
Don't have everything? Send what you have — we'll tell you what's missing and how to get it.
FAQs
Questions about this service
No — the lender decides, always. What we control is the paperwork: projections that reconcile, ratios the bank can rely on, and answers prepared before they're asked. Sloppy CMA data is the most common reason a good case is rejected.
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Ready to get started?
Book a free 20-minute call and we'll map out exactly what you need.