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Service Detail

CMA & Project Report

A CMA report is a detailed financial analysis required by banks for loan approvals. Fintax Solution prepares accurate CMA data and project reports to help businesses secure funding.

Bank Loan Support Financial Analysis Project Report

Why this service is important

  • Essential for getting business loans from banks.
  • Shows your business's financial health and repayment capacity.
  • Helps in planning and forecasting for new projects.
Offer Free initial consultation for CMA report preparation.
CMA
CMA & Project Report
Get professional CMA data and project reports for bank loans, funding applications and business planning.

What is a CMA Report?

A Credit Monitoring Arrangement (CMA) report is a detailed financial statement that banks require when you apply for a business loan. It includes past performance, projected balance sheets, profit & loss statements, and cash flow projections.

Who is this service for?

  • Businesses applying for a loan or credit facility.
  • Startups seeking funding from banks.
  • Companies expanding and needing financial projections.
  • Entrepreneurs applying for government schemes.

Key Benefits

  • Increases chances of loan approval.
  • Professional presentation of financial data.
  • Helps in business planning and forecasting.
  • Meets bank requirements accurately.

Documents Required

  • Past 3 years financial statements (if available).
  • Projected financials for the next 3-5 years.
  • Business plan and project details.
  • Bank statements and loan requirement details.
  • KYC documents of the business and promoters.

How Fintax Solution Helps You

We handle the complete process for you in a simple way:

  1. Understand your business and loan requirements.
  2. Collect and organize your financial data.
  3. Prepare CMA report as per bank format.
  4. Create a detailed project report (if needed).
  5. Assist in submission and follow-up with the bank.

Throughout the process, our team stays in touch so that you clearly understand every step and feel confident about your loan application.