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Income Tax
Bank Loan / Project Loan
Documentation and compliance support for bank loans, project loans, and business funding.
Overview
Banks and financial institutions require structured project reports, financial statements, and supporting documentation for sanctioning working capital loans, term loans, and project loans. Our CA-backed team helps you compile and present the right set of documents and financials to strengthen your application.
We assist with project reports, cash flow projections, balance sheets, profit & loss statements, ITR copies, and other documents as per lender checklists. Whether you are a business seeking expansion finance or an individual applying for a project loan, we tailor the support to your profile and the type of loan.
Mallick Consultancy brings clarity and compliance to your loan documentation so you can approach banks with confidence and improve the chances of timely sanction.
How It Works
Step 1
We discuss your loan requirement, purpose, and target lender
Step 2
You share existing financials and documents; we identify gaps
Step 3
We prepare or refine project report and financial projections
Step 4
Financial statements and supporting documents are compiled and formatted
Step 5
Submission support and follow-up documentation as required by the bank
Step 6
Ongoing support until sanction or disbursement as needed
Key Highlights
- ✓Project reports and financial projections
- ✓Compilation of financial statements and ITR
- ✓Document checklist and gap-filling
- ✓Lender-specific format and compliance
- ✓Submission and follow-up support
- ✓Working capital, term loan, and project loan support
Why Choose This Service?
Bank-Ready Documentation
Documents and financials are prepared in formats banks expect, reducing back-and-forth and delays.
Expert Support
CA-backed guidance on projections, financials, and documentation improves credibility of your application.
Clear Process
Structured steps from requirement to submission so you know what to provide and when.
Transparent Pricing
Clear scope and fees with no hidden charges; you know what you pay for.
Features Included
- ✓Requirement and lender checklist review
- ✓Project report preparation or refinement
- ✓Financial statements and projections
- ✓ITR and tax document compilation
- ✓Gap analysis and document collection support
- ✓Formatting as per bank requirements
- ✓Submission support and follow-up documentation
- ✓Clarification support with the bank
Documents Required
- PAN, Aadhaar, and KYC as per lender
- ITR and financial statements (existing)
- Bank statements and turnover details
- Project details and cost estimates (for project loans)
- Collateral or security details (if applicable)
- Business registration and GST (if applicable)
Frequently Asked Questions
We assist with working capital loans, term loans, and project loans for businesses and individuals. Support includes project reports, financials, and document compilation as per bank requirements.
It depends on the complexity and availability of your existing data. Typically we can prepare a project report and compile financials within a few days to two weeks once documents are received.
We prepare and organise your documentation; you or your authorised representative submit to the bank. We can support with follow-up documents and clarifications as needed.
We can help identify gaps and suggest corrective steps. In many cases we can still compile a presentable set of documents; for significant issues we will advise honestly on readiness.
Yes. Fees depend on loan type, amount, and scope (e.g. project report only vs full documentation). Contact us for a clear quote based on your requirement.