Finance
Loan Documentation & Bank Liaison
We assemble a complete, consistent loan file — ITRs, financial statements, bank statement analysis and project reports — so your application moves through credit appraisal without back-and-forth.
- Starting from
- ₹1,999
- Timeline
- 2–4 working days
Professional fee. Government fees at actuals.
What’s included
- Home loan documentation
- Business loan file preparation
- MSME / Mudra loan documentation
- Personal loan ITR support
- Balance sheet and P&L for loans
- Bank statement analysis
How it works
- 1
Consultation
Tell us what you need. We confirm scope, timelines and a fixed fee.
- 2
Documents
You receive a tailored checklist and share documents securely.
- 3
Execution
Our team prepares, reviews and files on the relevant portals.
- 4
Delivery
You receive acknowledgements, certificates and a compliance calendar.
FAQ
Loan Documentation: common questions.
Quick answers before you get in touch. More in our full FAQ.
Income tax returns with computation for two to three years, audited or provisional financial statements, GST returns, bank statements, KYC of the business and promoters, and — for working capital — CMA data and stock statements.
Credit Monitoring Arrangement data is a set of historical and projected financial statements in the format banks use to assess working capital limits and term loans.
Yes. We prepare the project report, financials and supporting documents for these schemes. The sanction decision rests with the bank.
Typically three to seven working days, depending on how up to date your books and returns are.
Let’s get your compliance off your plate.
Tell us what you need. We’ll confirm scope, timeline and a fixed fee — usually the same day.