Loan Services
Loan Documentation
Most loan proposals aren’t rejected because the business is unviable — they are rejected because the paperwork does not speak the bank’s language. We prepare the documentation that does.
What we prepare
CMA data
Credit Monitoring Arrangement data presented in the bank-prescribed format — historical and projected financials, fund flow and ratio analysis — the standard document most banks require before assessing a working-capital or term-loan proposal.
Project reports & feasibility studies
A techno-economic feasibility study and detailed project report for new ventures or expansion projects, covering the technical, market and financial viability a lender's credit team will scrutinise.
Financial projections
Projected Profit & Loss, Balance Sheet, Cash Flow statements and DSCR (Debt Service Coverage Ratio) working, built on assumptions that hold up to a credit committee's questioning.
Audited financials & CA certification
Audited financial statements and CA-certified reports, prepared for businesses seeking a bank sanction for the first time or needing certified numbers to support an existing proposal.
Because this documentation is prepared in-house by our audit and taxation team — not outsourced — it is consistent, defensible, and built to withstand a credit committee’s scrutiny. The same team that prepares your CMA data and project report also prepares your audited financials and tax filings, so there is no disconnect between what your loan file says and what your books say — a mismatch that is one of the most common reasons banks delay or reject applications. This documentation directly supports our MSME & Business Loans facilitation work, and stands on its own for businesses that already have a lender relationship and need bank-ready paperwork.
We act as a loan facilitator/advisor and are not a lender; we do not guarantee sanction, rate, or tenure. Well-prepared documentation improves a proposal's chances with a bank's credit team, but final terms always rest with the lending institution.
Ready to move forward?
Tell us which loan you need and our team will get in touch within one business day to assess your eligibility and outline next steps — no obligation.
Raise a Loan Service Request