Financial Advisory for SMEs

Financial Advisory for SMEs
We provide expert guidance on a wide range of financial matters, including :
Advisory and support in managing matters related to overall Corporate Banking & Finance of the company.
Managing relationships, correspondence and negotiations with existing Banks/Financial Institutions.
Reading and explaining the key documentation like Bank Sanction letter, security related documents to promoters and discussing it back with bank for aligning it with company’s interest to the extent possible.
Monthly meeting with promoters, to discuss in detail the various ongoing issues, measuring the performance on initially decided goals, deciding on future course of action etc.
Bimonthly (once in two months) meeting with all bankers of the company, to update them on company progress, strengthening the confidence of banker into the company for growing the relationship bigger and better.


Deciding and publishing agenda and MOM for Promoter’s and Banker’s meeting.
Monthly review of account in terms of top-line, order-book, debtor position, DP analysis, bank statements analysis of all current/OD accounts, churning and estimated profitability.
Handling matters related to pricing, penal charges, security perfection, like mortgage creation, sharing of pari-passu letters among lenders etc.
Preparation of IM & Financial Model for representation to the potential Lenders/Banks/FI’s.
Ensure honour of repayment obligations to banks and other stakeholders for overall better banking & corporate relationships
Developing & improving the overall relationship with all Banking partners to have better and smooth banking experience.
Why Choose Us?

Success Based payment
We don’t charge any advance, we sign the mandate, complete the assignment and then raise the invoice.
Fast & sustainable Growth
Our in-depth knowledge of People, product, policies and pricing in Banking, Rating Advisory and IPO/M&A/Strategic Investments helps you get the best available in the market.
Scientific approach
Meticulosity planned excel based plan, which is exclusively made for your company based on your past, current and future financial performance.
Cost Saving / Earning
We show you in excel a saving/earning of min 2-6% per annum.
Team of 40 members
We are a team of 40 seasoned financial professionals spread over 3 companies in Financial Growth Advisory & Debt Syndication, Credit Rating Advisory and IPO/M&A/Strategic Investments.
11 offices
We have wide spread presence with 8 offices in India and 3 overseas.