Project Reports and Bank Finance Support

A bank judges your proposal on its numbers. We prepare the project report, CMA data and projections in the form banks expect.

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What we cover

• Project reports for new and existing businesses
• Cash credit and overdraft working capital proposals
• Term loan projections
• CMA data and DSCR workings
• Projected balance sheet and profit and loss statements
• Renewal and enhancement proposals
• Guidance on the documents a bank asks for

Documents usually required

This is an illustrative list. The exact documents depend on your case, and we confirm them with you before we start.

• KYC and profile of the promoters
• Business details, such as products, customers and suppliers
• Last two or three years’ financial statements and returns for existing businesses
• Provisional figures for the current year
• Recent GST returns and bank statements
• Quotations or estimates for machinery and project cost
• Existing loan sanction letters and statements
• Details of collateral and net worth

How it works

1. Send us your enquiry using the form below or on WhatsApp.
2. We understand your case and confirm the scope, documents and fee.
3. You share the documents securely and we prepare the work.
4. We review it with you, file or deliver it, and share the acknowledgements.

Frequently asked questions

Do you guarantee loan approval?

No. Approval is the bank’s decision. We make sure your proposal is complete, realistic and well presented.

Which loans are covered?

Working capital and term loans for businesses. See our guides on DSCR and working capital loans.

Related services

GST registration and returnsIncome tax return filingTDS and TCS returnsPF and ESIUdyam and MSME registrationCompany and LLP registrationTrust registrationBookkeeping and accountsNotice repliesDigital Signature Certificate

This page is for general information only and is not tax, legal or financial advice. Rules, rates and requirements change, so we confirm the current position for your case before acting.