Financial Advisory Service 02

Loan Advisory Services

Working capital, term loans, cash credit, project finance, MSME and machinery loan assistance — end-to-end support from proposal to disbursement.

10Service offerings
Lender-readyDocumentation standards
Partner-ledReviewed by Urmila, FCA

What's included

Every aspect of your loan advisory services requirement, handled.

01

Working Capital Loan Assistance

End-to-end support for working capital loan sanctions — from CMA data preparation and documentation to bank negotiation and disbursement follow-up.

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02

Term Loan Assistance

Complete assistance for term loan proposals including project report, financial projections, DPR, collateral valuation and bank submission support.

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03

Cash Credit & Overdraft Facilities

Advisory and documentation support for cash credit, overdraft and revolving credit facilities — structured to match your business cash flow cycle.

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04

Project Finance Advisory

Structured finance advisory for large capital projects — including DPR, financial modelling, lender identification and syndication support.

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05

MSME Loan Assistance

Dedicated loan advisory for MSMEs — covering collateral-free loans, mudra loans, CGTMSE-covered loans and priority sector lending benefits.

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06

Machinery Loan Assistance

Support for machinery and equipment financing — vendor selection, hire purchase vs. lease analysis, documentation and bank proposal preparation.

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07

Business Expansion Finance

Finance advisory for business expansion projects — brownfield capacity expansion, new branch setup, franchise financing and growth capital.

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08

Startup Funding Advisory

Advisory support for startup funding — bank loans, NBFC financing, venture debt, government schemes and angel/VC readiness documentation.

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09

Loan Restructuring Support

Assessment and documentation support for loan restructuring, OTS (One Time Settlement), moratorium requests and NPA resolution strategies.

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10

Consortium & Multiple Banking Arrangements

Advisory for consortium banking arrangements, multiple banking setups and inter-creditor agreements — coordinating across lenders for large facilities.

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Need help securing the right loan for your business?

Contact Us

Every business has unique challenges. Share your requirements with us, and we'll discuss the most effective approach to help you achieve your financial and compliance objectives.

Head Office
1132/ GHA, Navjivan Society, Opp. Sports Club,
Deesa, New Disa – 385535, Gujarat, India
Branch Office
C 806, Titanium Square, Thaltej,
Ahmedabad – 380054
Thank you — your enquiry has been noted. The partner will be in touch shortly.

We typically respond within one business day.