Service
Bank Loan & Project Reports
CMA data, project reports, working-capital files and bank submissions for term loans, OD/CC and MSME credit.
What's included
Everything we cover for this engagement
- Bankable project reports for term loans
- CMA data preparation in bank format
- Working-capital limit assessment (OD / CC)
- MSME, Mudra and CGTMSE applications
- Renewal and enhancement submissions
- Coordination with relationship managers
How we work
A simple 3-step engagement
Discovery
A 30-minute call to understand your business, what is in place today and what is missing.
Onboarding
We collect documents through your client portal, set up the chart of accounts and build the compliance calendar.
Run & review
We file, you approve. A senior reviewer signs off on every submission before it goes out.
Who this is for
Manufacturers, traders and service businesses raising term loans, working-capital limits or government-backed MSME credit.
Need a custom scope?
Most clients fit one of our retainers. If yours doesn't, we will build a custom plan after a discovery call.
Request a custom quoteBundled pricing
This service is included in our Growth and Scale retainers. See full pricing.
View pricing
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