Get a project report or CMA data for your loan
Fill in the business and loan details and add the documents you have. A Tax Expert prepares the report for your bank.
Common questions
What is the difference between CMA data and a project report?
CMA data is a set of financial statements in the bank's format: past years, the current year and projections. A detailed project report describes the project itself, with the promoters, the product, the market, the cost and how it is funded, along with projected financials.
Which one does my bank want?
Ask your bank first. In general, CMA data goes with a working capital limit or its renewal, and a detailed project report with a term loan for a new unit, machinery or expansion.
What is the fee?
₹1,999 for CMA data and ₹4,999 for a detailed project report.
Can it be used for Mudra, PMEGP or CGTMSE loans?
Yes. These scheme loans are also sanctioned by banks, which ask for a report. Tell your Tax Expert which scheme it is so the format matches.
Does the report get the loan sanctioned?
No report can do that. The bank decides on its own appraisal of the business, your credit record and the security offered. The report puts your figures in the form the bank reads.