📊 Project Report Preparation

Comprehensive project reports for business loans, expansion funding, or new ventures, tailored to meet banking and investor expectations.

• Clearly presents business model & objectives
• Includes financial projections and assumptions
• Enhances credibility with lenders/investors
• Supports funding from banks, NBFCs & VCs
• Useful for term loans, working capital, or subsidy schemes

📘 CMA Data Preparation

Preparation of CMA data as per RBI and bank formats to support term loans, CC/OD limits, and renewal of credit facilities.
• Structured as per bank norms and templates
• Includes past, current, and projected financials
• Helps banks assess creditworthiness
• Essential for MSMEs, manufacturing, and service units
• Improves approval chances and loan limits

📈 Financial Projections & Forecasting

Creation of accurate 3–5 year forecasts based on business goals and market trends.
• Aligns with realistic business growth scenarios
• Includes revenue, expense, and cash flow projections
• Supports internal planning and loan repayment scheduling
• Used for investor pitches, board meetings, and grants
• Helps assess feasibility and funding requirements

📑 Ratio Analysis & Credit Assessment Support

Calculation and interpretation of key financial ratios to demonstrate repayment capacity and business stability.
• DSCR, Current Ratio, Interest Coverage & more
• Helps meet bank’s lending criteria
• Aids in improving financial health
• Builds confidence for sanctioning authorities
• Benchmarks business against industry standards

🤝 Bank Liaison & Query Support

Assistance during document submission, clarification of banker queries, and modification of reports if required.
• Speeds up loan processing
• Ensures document readiness
• Saves time and improves accuracy
• Avoids back-and-forth with lenders
• Enhances chances of first-time approval

🚀 Why Choose Us for Project Reports?

• Deep understanding of banking & regulatory norms
• CA/CMA-led team with SME and startup expertise
• Tailored solutions for working capital, machinery, and expansion loans
• Ideal for every business
• End-to-end service—from drafting to submission