Financial Services
If you needed one thing to get your business started, it would be money. As some say, it is the name of the game.
There are different ways of getting the funding you need for your business. There are investors and IPOs. But they aren’t the only options. You could also turn to banks and other financial institutions to keep your business going on its merry way.
We help you get the funding you need and also help you in figuring out ways to optimize your spending. From submitting documents to getting the loan, we are your end-to-end solution provider.
We help our clients boost their revenues and cut down on their costs. In the process, we make sure that their business generates the optimum value.
On the basis of what would be best for your business, we explore all the options and help you bag the best interest rates and top-quality services from banks. After doing a comprehensive analysis of what suits you best, we help you come up with your business case.
We believe that nothing can limit your business’s potential. But to get the best possible loan deals from banks, you need to express that potential on paper. How to do that? Don’t worry. We have got you covered.
We help businesses in preparing everything starting from the project report to the CMA data to avail loans from banks.
Depending on the financial services your business needs, we offer the following services.
Project Report
A project report is a detailed statement that presents details like sources and utilization of funds, an estimate of the revenue, profitability, and so on. It is one of the most important documents that bankers/financial institutions will ask for while processing the term/project loan that you apply for.
Preparing a convincing project report requires expertise and exposure to the lending norms of banks and other financial institutions. That is exactly what we bring to the table.
At Excellent CFO, we have a pool of experts who know all the ins and outs of the banking industry. We help you prepare a project report which the institutions generally accept for processing the loan.
Preparing CMA Demo
If you choose to opt for a bank guarantee, cash credit, letter of credit limits, you need to prepare and submit the CMA data and other related documents to banks. Such reports are also pivotal in getting renewal/ enhancement of cash credit, letter of credit limits, or a bank guarantee in line with the requirements of the management. We help you in preparation of such reports
Going one step further, we also help you prepare a stock statement which contains a summary of turnovers, debtors, creditors and stock.
Once we are done with the above two processes, processing a loan requires collecting and submitting certain documents such as property documents, net worth statement, details of outstanding orders received from customer, etc.
We help you in getting these documents in order and submitting them timely to the bank so that you can avail the loan without any hassle.
In addition, our expert team at Excellent CFO also takes care of the hassle of getting in touch with the bankers so that you don’t have to worry about the process. We make sure that your loan gets processed on time.
While we are doing all this for you, you can take your business to new heights.
Once we are done with the above two processes, processing a loan requires collecting and submitting certain documents such as property documents, net worth statement, details of outstanding orders received from customer, etc.
We help you in getting these documents in order and submitting them timely to the bank so that you can avail the loan without any hassle.
In addition, our expert team at Excellent CFO also takes care of the hassle of getting in touch with the bankers so that you don’t have to worry about the process. We make sure that your loan gets processed on time.
While we are doing all this for you, you can take your business to new heights.