Banking & Finance Advisory
Evaluating funding requirements, syndicating credit limits, and liaising with premier financial institutions.
Overview of Our Banking & Finance Advisory Practice
We assist businesses and individuals in evaluating funding requirements and coordinating with financial institutions. Leveraging decades of partner banking experience, we structure bank loan proposals, prepare realistic CMA projections, and guide borrowers through smooth loan sanctions.
Comprehensive Sub-Services Included6 Modules
Working Capital Assessment & Fund Arrangement
Assessing working capital requirements via Turnover or MPBF methods, preparing CMA data, and arranging Cash Credit (CC) / Overdraft (OD) facilities.
Term Loan Advisory
Structuring project finance and term loan facilities for plant, machinery, industrial equipment, and factory expansion.
MSME Loan Assistance
Facilitating collateral-free and subsidized credit under CGTMSE and government schemes for micro, small, and medium enterprises.
Mortgage / Loan Against Property (LAP) Advisory
Arranging commercial LAP, mortgage refinancing, and balance transfer of existing high-interest term facilities.
Housing Loan Assistance
Advising individuals and business owners on high-ticket housing loan structures, tax benefits, and lender documentation.
Financial Documentation & Bank Liaison
Managing bank inspection queries, security charge creation (CHG-1), stock statement verification, and quarterly drawing power submissions.
The Firm Advantage
Direct partner supervision across all audit checklists and statutory representations.
Other Practice Areas
Request a Consultation for Banking & Finance Advisory
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