BANK FINANCE
Our company offers consultancy services for various bank financing issues. We have gained immense expertise in this segment with years of existence in financing consultancy service domain. Therefore, our consultancy is based on specified laws and regulations according to the requirements of client. This includes preparation of projections, project reports, viability analysis, cost estimation, management portfolio and others. We also assists in identifying domain for arrangement of loans including Home Loan, Mortgages Loans, CC limit, OD limit, Term Loans, Packing Credit, Vehicles Loans, WCTL/ WCDL at the best market rates and favourable terms for the client.
We offer following services:
- Understanding the need of business/ individual
- Analysis of various documents of client to suit best available source of funds
- Preparation of projections/ CMA/ other reports as required by the Bank/ NBFC
- Represent the case to suitable Banks/ NBFC with proper documents and needs of the business
- Resolve the queries raised by Credit team of Banks to their satisfaction
- Negotiate the rate of interest, processing fees, foreclosure charges & other terms for the client
- Help in execution of documents on behalf of client
- Do all the formalities to disburse the loan and ensure end use of funds
WEALTH MANAGEMENT
We offers various wealth management service to our clients to park their surplus funds in best available investment options such as Mutual Funds, Systematic Investment Plans, Debt Funds, Bonds, Insurance, Debentures, Govt. Securities, Money Market Instruments, IPO/ FPO, Corporate Fixed Deposits, etc.