One advisor. Six steps. No guesswork.

1

Discovery call

Your requirement, timeline and existing borrowings.

You give

Your requirement, timeline and a view of existing loans.

You get

A first view of which facility fits, and what we would need.

2

Financial diagnosis

Financials, GST returns, bank statements and credit reports, read through a lender's eyes.

You give

Financial statements, GST returns, bank statements, credit reports.

You get

A lender’s-eye read of your numbers, with the gaps flagged honestly.

3

Funding structure

The right product, amount, tenure and security for your cash flows.

You give

Your plans and constraints: security, timing, budget for instalments.

You get

A recommended structure: product, amount, tenure and security.

4

Lender-ready file

CMA data, project report and a complete document set.

You give

The supporting documents on our checklist.

You get

CMA data, project report where needed, and a complete, consistent file.

5

Lender matching and application

We approach suitable banks and NBFCs and handle their queries.

You give

Your go-ahead on the shortlisted lenders.

You get

Applications made, lender queries handled, progress reported to you.

6

Sanction to disbursement

Term-sheet review, follow-up to disbursement, and annual renewal support.

You give

Signatures and compliance documents as lenders ask.

You get

Term sheets reviewed with you, follow-up to disbursement, renewal support.