CA NIVESH • MSME & BUSINESS FINANCE ASSISTANCE

Apply for MSME Loan

Business expansion, working capital, machinery purchase or other business requirements? Submit your business and financial details. Our team will review your requirement and contact you for further assistance.

Select Your Loan Requirement

Choose the approximate loan amount so we can understand your business finance requirement.

MSME / Business Loan — Up to ₹10 Lakh

Suitable for smaller business requirements where basic business and banking information may be sufficient depending on lender policy.

• Business / Shop Details
• Business Vintage
• Udyam Registration
• GST Details, if applicable
• Bank Statement
• Turnover & Income Details
• Existing Loan / EMI

Detailed MSME Finance — ₹10 Lakh to ₹1 Crore+

For larger business finance requirements, lenders may require detailed financial and business information.

• Udyam & GST Registration
• ITR & GST Returns
• Bank Statements
• Balance Sheet & P&L
• Business Turnover & Profit
• Existing Loans & EMI
• Promoter / Director Details
• Collateral Details, if applicable

1. Applicant / Business Owner Details

Applicant Full Name *

Mobile Number *

Email Address

PAN Number

Aadhaar Available Select Yes No

City

State

2. Loan Requirement

Required Loan Amount * Select Loan Amount ₹1 Lakh – ₹5 Lakh ₹5 Lakh – ₹10 Lakh ₹10 Lakh – ₹25 Lakh ₹25 Lakh – ₹50 Lakh ₹50 Lakh – ₹1 Crore Above ₹1 Crore

Purpose of Loan Select Working Capital Business Expansion Purchase of Machinery Purchase of Equipment Purchase of Stock / Inventory Business Renovation Shop / Office Expansion Business Debt Consolidation New Business Setup Other Business Requirement

Preferred Loan Tenure Select 1–3 Years 3–5 Years 5–7 Years 7–10 Years 10 Years+ Not Sure

Preferred Repayment Type Select Monthly EMI OD / Cash Credit Working Capital Limit Not Sure

3. Business Profile

Business / Company Name *

Business Constitution Select Proprietorship Partnership LLP Private Limited Company Public Limited Company HUF Trust / Society Other

Business Type / Industry *

Business Vintage Select Less than 1 Year 1–2 Years 2–3 Years 3–5 Years 5–10 Years 10+ Years

Business Start Date

Number of Employees

Business PIN Code

Business City / State

Complete Business Address

4. Business Registration Details

Udyam / MSME Registration Select Yes No Applied Not Applicable

Udyam Registration Number

GST Registration Select Yes No Not Applicable

GST Number

PAN of Business / Company

Other Registration

5. Business Financial Details

Annual Turnover — Latest FY

Previous Year Turnover

Approximate Annual Net Profit

Average Monthly Business Banking

ITR Filed? Select Yes No Not Applicable

ITR Available For Select 1 Year 2 Years 3 Years 3+ Years Not Available

GST Returns Filed? Select Yes No Not Applicable

Profit & Loss Available? Select Yes No

Balance Sheet Available? Select Yes No

Audited Financials Available? Select Yes No Not Applicable

6. Business Banking Details

Business Bank Account Select Yes No

Primary Bank Name

Bank Statement Available Select Last 6 Months Last 12 Months Last 24 Months Not Available

Average Monthly Bank Balance

Cheque Bounce / EMI Bounce Select No Yes Not Sure

7. Existing Loan & Credit Details

Existing Business Loan Select No Yes

Existing Lender Name

Total Outstanding Loan

Total Monthly EMI

CIBIL / Credit Score Select 750+ 700–749 650–699 600–649 Below 600 Don't Know

Loan Overdue / Default Select No Yes Not Sure

8. Detailed Financial Information — ₹10 Lakh+

Latest FY Revenue / Turnover

Latest FY EBITDA / Operating Profit

Latest FY Net Profit

Total Business Assets

Total Existing Liabilities

GST Annual Turnover

Business Banking Credits — Annual

Requested Working Capital

Detailed Financial / Business Notes

9. Promoter / Director Details

Promoter / Director Name

Designation

Promoter Annual Income

Promoter CIBIL Score Select 750+ 700–749 650–699 600–649 Below 600 Don't Know

10. Collateral / Property Details

Collateral Available? Select Yes No Not Sure

Property Type Select Residential Commercial Industrial Land / Plot Other Not Applicable

Approximate Property Value

Property Ownership Select Self Owned Company Owned Family Owned Other Not Applicable

Property / Collateral Location

11. Documents Available

PAN Aadhaar Udyam Registration GST Certificate GST Returns ITR Bank Statement Profit & Loss Balance Sheet Business Proof Property Documents Existing Loan Statement

12. Additional Information

Preferred Bank / NBFC / Lender

How Did You Hear About Us? Select Google Website Facebook Instagram YouTube Referral Other

Additional Requirement / Message

Application Submitted Successfully?
Your details will be sent to the CA Nivesh team. Our representative may contact you on your registered mobile number for further discussion and document requirements.

MSME Loan Application Process

Simple process from application to lender evaluation.

1

Submit Details

Provide your business, loan and financial information.

2

Profile Review

Your business profile and loan requirement are reviewed.

3

Document Check

Required documents are collected based on lender requirements.

4

Lender Decision

Final approval and loan terms are decided by the respective lender.

Important Disclaimer: MSME Loan approval is subject to the respective bank/NBFC/lender's eligibility criteria, business vintage, turnover, banking profile, credit history, repayment capacity, financial statements, documentation and applicable policies. Collateral may or may not be required depending on the lender and loan product. Loan amount, interest rate, tenure, security requirements and final sanction are decided solely by the respective lender. Submission of this application does not guarantee loan approval or sanction.