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TThe Consulting Crew

Services · Loan & CMA Report

Loan & CMA Report Preparation

Bank-ready CMA data, project reports & funding documentation

From ₹4,999/-* (without CA certification)

Most MSME loans are not rejected because the business is weak — they are rejected because the file is incomplete or the CMA does not add up.

The Consulting Crew prepares bank-ready CMA data, project reports and projections, and stands with you through the bankers questions so your funding moves forward.

What's included

  • CMA data preparation (current + projected years)
  • Bank-ready project report
  • Financial projections and ratio analysis
  • Fund-flow and working-capital assessment
  • Loan eligibility and limit working
  • DSCR and repayment-capacity analysis
  • Documentation aligned to banker requirements
  • Support through banker queries (CA certification optional)

How we work

  1. 1

    Understand the ask

    We map your loan type, amount and lender requirements.

  2. 2

    Build CMA & report

    We prepare CMA data, projections and the project report.

  3. 3

    Review

    We make the numbers realistic and defensible at appraisal.

  4. 4

    Support

    We support you through the bankers questions till sanction.

Documents we need

  • Last 2-3 years financials / ITR
  • Bank statements
  • Existing loan and limit details
  • Sales and order projections
  • Cost and project details (for new projects)

Frequently asked

What is a CMA report?+

CMA (Credit Monitoring Arrangement) data is the structured financial statement banks require for working capital and term loans — past performance plus projections in the lender format.

Why do loan files get rejected?+

Usually because the file is incomplete, the CMA is wrong, or projections are inflated and rejected at appraisal. We build defensible numbers that hold up.

Is CA certification included?+

Our base price covers preparation without CA certification. If your bank requires a certified report, we arrange it at additional cost.

Do you help with any loan type?+

Yes — term loans, working capital (OD/CC), MSME schemes and project finance. We tailor the documentation to your lender.

Ready for hassle-free loan & cma report?

Pick a slot or WhatsApp us — we'll take it from there.