Bank Loan Documentation & Advisory

Assembling a loan file that answers the questions before they are asked.

We help you assemble and present a complete loan application — the documentation, the financials and the responses to the queries a credit team predictably raises.

What this includes

  • Assessment of loan eligibility
  • Document checklist and compilation
  • Financial statement presentation
  • Response to bank queries
  • Guidance on government-backed schemes

What we will need from you

  • Financial statements for the last three years
  • Bank statements
  • Existing loan details
  • KYC of promoters
  • Details of collateral offered

If something on this list does not apply to you, send the request anyway — we will confirm the exact list once we have read your requirement.

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