Loan Services

Business plan preparation

Overview

A clear vision supported by definite plans gives you tremendous sense or trust and personal power. In banking sector, Project report preparation is to validate the business plan is evolved for sourcing funding from bank / financial institution and investors. A business plan needs a consultant to support in order to give a professional touch in business plan preparation.Normally a business owner can validate the income / expenses from his own language. However, the investors / bankers will look for ratios, payback period, return on investment and other key ratios.The project report for bankers has to be prepared in a CMA data format and the bank will assess the working capital and term loan requirements based on the project report supported by a CMA data.

So hiring a business plan consultant is the best option to be professional. Ideaguru is one of the best business plan preparation centers in Coimbatore providing significant consultancy based on project report preparation for banks. Business plan is normally prepared for presenting to the investors who will look for the investment sheet, cash out flow (monthly), cash inflow and look for internal revenue generation out of burning the investment. The investment will be required for seeding (developing the idea / prototype) to create traction. Obviously the business plan preparation plays a vital role in banking sectors.

Business plan preparation

The business ideas for a start-up will be critically analyzed for a return on investment, exit plan, risks associated in the business and more importantly scale up opportunity. Hence Ideaguru with immense business plan preparation and project report preparation ideas is willing to join with you and work out all the factors and present out neat startup ideas, business plan preparing in a unique way, acceptable for an investor.

Detailed Presentation To Bank

A comprehensive project report has to address a gamut of information in a structured way to understand the bankers / investors. Bankers may not be aware of the technicalities of the business. This information has to be put seamlessly in a format like technical, business plan, economic viability, How the completion is adverse, How the product is unique, SWOT analysis and security to the bank.

Business Plan Preparation (Details Required)

  • Project cost.
  • Term loan details.
  • Quotations of the machinery to be purchased.
  • Plan copy/ estimates of construction.
  • Schedule of the term loan.
  • Income working.
  • Audited Balance Sheet & Profit and loss account for last 3 years with schedules, 3 CB and 3 CD reports.
  • If any existing loans - Sanction copy with EMI Chart.
  • List of Existing Machinery.
  • Existing credit limits with Bank
  • Quotations of the machinery to be purchased
  • Plan copy/ estimates of construction.
  • Up to now monthly sales details
  • Company / Firm PAN Card.
  • Udyog Aadhar .
  • Registration certificate (Firm, GST, IEC and RCMC) .
  • Promoters Proof (PAN, Aadhar, DIN) .
  • Lease Deed of Premises occupied by the company .
  • Current Account statement for past 6 months.
  • PAN card of all directors/Partners .
  • Address proof of all directors / Guarantor (voters ID)
  • Details of Associate Concern (if any)
  • Details of Collateral security offered (Full document)
  • Assets and Liabilities for all the Directors/Partners.
CMA Data Preparation
Business Plan Preparation
Loan Syndication
DSA of Banks & NBFC’S

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