In today’s competitive financial landscape, getting a loan approved is not just about need—it’s about documentation, strategy, and strong financial representation. Whether you’re an individual, a startup, or a growing business, proper loan planning and compliance can help you secure funding faster and on better terms.
Loan Types We Help With:
- ✅ For Individuals & Professionals:
- Home Loan / Plot Loan
- Personal Loan
- Education Loan
- Loan Against Property (LAP)
- ✅ For Businesses / Startups / MSMEs:
- Working Capital Loans / CC (Cash Credit)
- Business Expansion Loans
- Project Finance / Term Loans
- Mudra Loan under PMMY Scheme
- MSME Loans (Collateral-free)
Financial Assessment & Loan Planning
We evaluate your:
Income and repayment capacity
Credit score and banking history
Nature of business and financial health
Existing loans or liabilities
Then, we recommend the best-fit loan product and funding structure.
Documentation & File Preparation
- We help you compile all necessary documents including:
- PAN, Aadhaar, and KYC documents
- Income proof (Salary slips / ITR / GST returns)
- CA-certified Net Worth or Turnover Certificate
- Project report or business plan (for business loans)
- Bank statements and asset documents
- Property papers (for secured loans)
CA Certification & Financial Statements
As a registered finance and taxation consultancy, we offer:
- Net Worth Certificate
- Turnover Certificate
- Projected Balance Sheets and Cash Flow Statements
- CMA Data (for term loans / working capital)
- UDIN-verified documents for authentication