Loan Services3 to 5 Business Days

Business Loan Advisory & CMA Preparation

Secure business funding from nationalized and private banks with institutional-grade financial modeling and documentation.

Guaranteed Compliance

Dedicated Chartered Accountant Assigned
100% Digital Document Upload & Tracking
Transparent Statutory Government Fees
Lifetime Client Portal Vault for Documents

What You Receive

Service Deliverables & Outcomes

Comprehensive Credit Monitoring Arrangement (CMA) Data preparation

Detailed Project Report (DPR) with DSCR, BEP, and IRR metrics

Bank sanction advisory across Cash Credit (CC), Overdraft (OD), and Term Loans

Assistance with CGTMSE collateral-free loan applications

Step-by-Step

How We Execute Your Filing

Financial Feasibility

Analyzing historical financials, cash flows, and credit profile.

CMA Modeling

Preparing multi-year projected balance sheets and operating statements.

Bank Submission

Interfacing with bank credit managers until formal sanction letter.

Required Documents

Prepare digital copies (PDF / JPEG) of the following proofs:

1Last 3 years Audited Financial Statements and ITRs
2Last 12 months primary Bank Statements
3KYC of promoters and property collateral documents (if applicable)
4Quotation / Invoices for machinery/capex expansion

Questions & Answers

Frequently Asked Questions

What is CMA Data in bank loans?

CMA (Credit Monitoring Arrangement) is a standard bank format that presents past performance and future projected financial viability to credit underwriters.

Get Started with Business Loan Advisory & CMA Preparation

Submit your inquiry and our team of Chartered Accountants will initiate your filing within 2 hours.