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Why do MSMEs struggle with Banking
Banks are essential for business growth, but their processes can sometimes be challenging for MSMEs. Here are the key challenges entrepreneurs face:
Excessive Paperwork & Delays
Excessive documentation before and after loan sanction leads to delays, making it difficult to access funds on time.
Unclear Terms & No Guidance
Banks don’t provide clear guidance on loan terms & conditions, and compliance requirements, leaving entrepreneurs confused.
Unjustified Interest & Penalties
High-interest rates, hidden charges and penalties for non-compliance can create financial burdens.
Incorrect Loan Approvals
MSMEs end up with inadequate funding or wrong loan products due to a lack of proper guidance.
eliminates these challenges with tailored financial solutions. Explore our services below.
How Our Solutions Help MSMEs
Discover how our expert-backed solutions simplify banking, optimize finances, and help your business secure funding with confidence.
01.
CMA Preparation for Bank Loans
We prepare detailed CMA Data, helping you secure loans with favorable terms. Ensure timely loan approvals by meeting bank requirements for financial health assessments.
02.
Loan Arrangement with Banks
We help MSMEs efficiently arrange the best loan products, ensuring favorable terms, competitive rates, seamless processing, hassle-free approval, and smooth access to financing.
03.
Project Report Preparation for Bank Loans
Get professionally prepared project reports, enhancing your chances of securing funding for new projects or expansions. Tailored to meet bank guidelines.
04.
Provisional Balance Sheet / P&L Preparation
We prepare provisional balance sheets when banks require interim financials mid-year or due to delays in audited reports, ensuring seamless loan processing.
05.
Managing Existing Loan Yearly Renewal/ Takeover
Streamline the yearly loan renewal or takeover process, ensuring better terms and continued access to working capital.
06.
Monthly Stock Statement Preparation for Bank CC Limit
Ensure compliance with bank requirements by submitting timely and accurate monthly stock statements for Cash Credit limits.
07.
Monthly GST Return Filing
We handle timely and accurate GST return filings to ensure full compliance with tax regulations, avoid penalties, and streamline financial operations.
08.
ROC Charge Creation and Filing
We assist in ROC charge registration for asset-backed loans, ensuring legal protection for your business and lender while avoiding penalties.
09.
Legal Guidance for Loan Processes
We offer expert legal advice on loan agreements, collateral, and securities, ensuring a smooth loan process for both MSMEs and bankers while minimizing legal risks.
10.
Complete Package for Loan Bookkeeping
A complete loan management package that includes all our services—loan renewals, interest verification, compliance filings, and official letter preparation—ensuring a hassle-free banking experience.

Why We Started
MSMEs are the backbone of the economy but often struggle with complex banking processes. With over a decade of banking experience in MSME and corporate lending, we witnessed businesses facing financing hurdles while banks struggled to assess their true potential.
For this reason, we created to bridge this gap. Our expertise goes beyond securing loans; we enhance the entire bank-customer relationship, from document submission and loan processing to compliance and legal advisory. By simplifying financial processes, we help MSMEs access funding, reduce costs, and achieve long-term success.
Every MSME deserves seamless banking access. We make it happen.
Flexible Pricing
Pay Only for What You Need
We offer three tailored pricing options designed to match your exact requirements.
01. Pay for Individual Services
Select and pay only for the specific services you need—nothing more, nothing less! Whether it’s CMA/Project report preparation, existing loan renewals, or GST filing, simply choose what fits your business needs.
02. End-to-End Loan Assistance
Get a complete A-to-Z package for new loans, takeovers, and renewals—managing the entire journey from application to disbursal. We handle the process, so you can focus on growing your business with confidence.
03. Complete Bank Support Package
A full-service solution for all bank-related matters—handling loan management, loan renewals, interest verification, and even drafting letters. Perfect for businesses seeking complete financial peace of mind.
Want to know how we price our services? Click below to see how much you can save!

Frequently Asked Questions
Any Micro, Small, or Medium Enterprise (MSME) that needs loan approvals, financial reports, or compliance assistance can benefit from our services. Startups, growing businesses, and established firms can all use our expertise.
Typically, we require financial related statements like Balance Sheet, P& L Statement of last three year. Our team will guide you on specific requirements based on your business needs.
Our services are designed to manage multiple bank relationships efficiently and provide consolidated support for your financial needs.
Yes, we offer a free consultation to understand your requirements and demonstrate how our services can add value to your business.
Banking Made Simple – Hear from Our Clients
We have been working with Gowtham for the past six years, since his time at the bank. He has always provided excellent support for all our banking needs, and we are very happy with his work.
We approached them for help in finalizing our balance sheet. Our trial balance had more than 60 pages, so we needed extra support to work with our statutory auditor. The team did a great job, coordinated well with our auditor, and helped complete the audit smoothly.
Received full support for our new ₹2 Crore term loan, from project report preparation and bank follow-ups to legal matters and disbursement tracking. They explained banking terms in simple language, helping us negotiate a lower interest rate with the bank.
They prepared a detailed project report for our new resort and supported us in meetings with the Bank's Zonal Manager. They also adjusted the report to fit the bank's format, helping us get the loan faster. Even the bankers were happy with the process.
We run a proprietorship firm and don’t have a strong accounts team. Since our turnover is below ₹10 crore, auditors were not supporting us and charged high fees. Gowtham and his team helped us organize our books, making us eligible for higher bank loans.
I approached my bank for a ₹1 crore CC enhancement and they asked for latest projections. My auditor was busy for over 15 days, so my bank manager suggested contacting Gowtham. He provided the report within two days at a very affordable price. Now, I recommend him to all my friends.