Service
Project Financing
CMA data preparation and advisory for bank finance and the financial sector.
Raising bank finance is as much about presentation as performance. We prepare the CMA data, projections and project reports that lenders expect, and package your proposal so it stands the best chance of approval.
From working-capital limits to term loans and project funding, we help businesses across India put together a bankable, well-supported case.
What's included
- Preparation of CMA data
- Bank finance documentation & advisory
- Financial-sector services
CMA data and project reports
We build the financial projections and CMA data banks rely on to assess your proposal, grounded in realistic assumptions that hold up to scrutiny.
- Preparation of CMA data
- Projected financial statements and ratios
- Project reports for term loans and new ventures
- Working-capital assessment
Bank finance advisory
We guide you through the documentation and lender process, and help address queries so your application moves forward.
- Loan documentation and compilation
- Liaison support with lenders
- Restructuring and enhancement proposals
- Advisory on financial-sector requirements
Serving clients across India. Fees are quoted on enquiry based on the scope of your requirement.
Good to know
Project Financing — FAQs
- What is CMA data and why does my bank need it?
- CMA (Credit Monitoring Arrangement) data is a structured set of past and projected financials and ratios that banks use to assess a loan proposal. Lenders require it for most working-capital and term-loan applications — we prepare it for you.
- What documents are needed for a business loan?
- Typically financial statements, tax returns, bank statements, a project report and CMA data, along with KYC and business documents. We compile a complete, lender-ready set.
- Can you help if our loan application was rejected?
- Yes. We review the reasons, strengthen the projections and documentation, and help you re-present the proposal — to the same or an alternative lender.
Need help with project financing?
Speak with Kunal P Shah & Co for clear, advisory-led guidance tailored to your needs.