How it works
Choose Basic, Detailed or CMA, optionally upload documents to auto-fill the form, or enter details yourself. The site calculates the financials. You download a professional PDF, a Word file, or both. There is no login and no payment.
1 — Choose the report
Basic keeps the current eight-step loan project report. Detailed adds cash flow, funds flow and working-capital assessment. CMA is for existing businesses that need historical years, MPBF and a CMA-style file.
Optional — Upload documents
Add PAN, Udyam, GST, quotations, ITR and other papers. We extract what we can, you review every value, then continue with the same form. You can skip this and fill manually.
- 1
Applicant
Applicant name, contact, education, social category and KYC status. Aadhaar numbers are never asked for or printed.
- 2
Business
Enterprise name, constitution, activity, registrations and both addresses.
- 3
Promoters & Bank
Proprietor or partners/directors, plus the proposed bank and IFSC.
- 4
Loan Details
Scheme, facility type, amounts, rate and tenure. Instalment is calculated for you.
- 5
Project Cost
Basic / Detailed: machinery table and other cost heads. CMA: choose audited, estimated and projected financial years.
- 6
Means of Finance
Basic / Detailed: promoter funds, declared subsidy and bank finance — they must equal project cost. CMA: operating statement, current assets and liabilities.
- 7
Projections
Basic / Detailed: Year-1 sales, growth, costs, depreciation and working-capital cycle. CMA: working-capital method, MPBF and consistency checks.
- 8
Review
Business background, security and a full review. Choose PDF, Word, or both, then generate.
After you click generate
- Validating project information
- Calculating financial projections
- Preparing financial analysis
- Preparing project report
- Creating PDF and Word files