- comparetaxorg@gmail.com
- Link Street 1, Azad Market, Risali, Bhilai (Chhattisgarh)
Service Details
Service Details
CMA and Project Report Services for Bank Loans
Description
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Fees Structure – CMA & Project Report Services
Service Particulars Fees (INR) CMA Data Preparation Preparation of Credit Monitoring Arrangement (CMA) data as per bank format ₹ 1,500/- to ₹ 3,000/- Project Report for Loan (up to ₹1 Crore) Detailed project report with financial projections, ratios & viability ₹ 1,500/- Project Report for Loan (above ₹1 Crore) Detailed project report with in-depth analysis and projections ₹ 3,000/- onwards Combined Package (CMA + Project Report) Complete set of CMA data & project report for loan sanction ₹ 3,500/- onwards Note:
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Fees may vary depending on size of business, type of loan, and complexity of the project.
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Government/Bank processing charges (if any) are not included.
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Discounts available for existing clients or multiple projects.
Service Highlights
- Our offerings include:
- CMA Data Preparation: Comprehensive analysis of financials to assess creditworthiness and repayment capacity.
- Project Reports for Loan Proposals: Well-structured reports detailing project viability, cost estimates, and revenue projections.
- Financial Forecasts and Projections: Accurate insights into future cash flows, profitability, and business growth.
- Customized Solutions: Tailored reports based on the nature of the business and the type of loan required.
Documents Required
01 Business Information:
PAN Card of the business/owner. Business registration documents (Incorporation Certificate, Partnership Deed, GST Certificate, etc.). Profile of the business including nature of activity.
02 Financial Records:
Audited balance sheets and profit & loss accounts (last 2–3 years). Provisional financial statements for the current year. Income Tax Returns of the business/proprietor/partners.
03 Existing Loan Details (If Applicable) :
Details of existing loans and liabilities.
04 Projections & Plans:
Estimated financial projections (sales, expenses, profit, and cash flow). Details of proposed project including cost estimates. Projected repayment plan.
05 Other Supporting Documents:
KYC of proprietor/partners/directors (Aadhar, PAN, photographs). Details of collateral security offered, if any. Quotations for machinery/equipment in case of new project.
