Services / 📒 Accounts & bank loans

CMA data for bank loan

CMA data (past + 3 years projections, ratios, MPBF) for CC / OD limits, term loans and Mudra loans.

₹1,999 + GST

⏱ Time: 3–5 working days

What you get

Past and projected financials
Ratios — current ratio, DSCR, TOL / TNW
Bank-ready CMA format (Excel + PDF)

Documents needed

Last 2–3 years ITR with balance sheet & P&L
Bank statement — last 12 months
GST returns — last 12 months (if registered) (if applicable)
Existing loan statements / sanction letters (if applicable)
KYC of owners — PAN + Aadhaar

Keep them ready as PDF or clear phone photos.

How it works

Fill the form & upload documents
Pay online — GST invoice at once
Our team checks and starts the work
Updates on WhatsApp & email — track anytime
Work done — documents shared with you

Questions first? WhatsApp us.

1. Your details

Your name / business name * Mobile (WhatsApp) * Email *Updates and invoice come on this email. State * City / town (optional) GSTIN for our invoice (optional)

2. CMA data for bank loan — details

Business / firm name *Loan type *Loan amount needed (₹) *Bank name (optional)Purpose of the loan *Anything else we should know? (optional)

3. Upload documents

PDF or clear photos (phone camera is fine). Up to 10 MB per file. Missing something? You can upload it later from your tracking link or send it on WhatsApp.

Last 2–3 years ITR with balance sheet & P&L *

📎 Choose files / take photo

Bank statement — last 12 months *

📎 Choose files / take photo

GST returns — last 12 months (if registered) (if applicable)

📎 Choose files / take photo

Existing loan statements / sanction letters (if applicable)

📎 Choose files / take photo

KYC of owners — PAN + Aadhaar *

📎 Choose files / take photo

4. Pay & submit

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I confirm the details are correct and allow AG Accounting Solutions to use these documents only for this service. See our privacy policy and refund policy.

UPI, cards and net banking via Razorpay. GST invoice is given.