Email Phone Location
E-921, 9th Floor,Ganesh Glory -11,Near BSNL Office ,S.G. Highway,Ahmedabad 382470
+91 84880 05030
cahiteshoffice@gmail.com
Company Profile

CMA Report and Project Report Preparation Services in Ahmedabad


CMA Report and Project Report Preparation Services in Ahmedabad

Table of Content

TEC Certification

1. Introduction to CMA Report &
Project Report Preparation Service

Banks and financial institutions require a Credit Monitoring Arrangement (CMA) Report and Project Report to assess a borrower’s financial health, fund requirement, and repayment capacity before approving loans. These reports are mandatory for working capital limits, term loans, or any other major funding proposals.

At H S Lalwani & Co., we specialize in preparing bank-compliant CMA data reports and professionally curated project reports tailored to your business needs. Our expert team ensures your financials are presented accurately, improving your chances of loan approval and faster processing.

Business Setup Illustration
Documents Required Illustration

2. Documents Required for CMA Report & Project Report Preparation

  • PAN Card & Aadhaar of promoters
  • Last 3 years audited financial statements
  • Latest income tax return of business and promoters
  • GST returns (monthly/quarterly as applicable)
  • Bank statements (6–12 months)
  • Loan sanction letters or existing loan schedules
  • Business profile and promoter profile
  • Projected sales and cost estimates
  • Quotation for machinery or raw materials (for project loans)
  • Details of assets, investments, and net worth of promoters
Business Setup Illustration

3. Process of CMA & Project Report Preparation

Business Setup Illustration

4. Why Choose H S Lalwani & Co.?

What Our Clients Say

User
Jagdish Parmar
★★★★★

Mr Hitesh is a very skilled, educated and professional CA who is always responsive and highly knowledgeable. I highly recommend Mr. Hitesh to anyone seeking a trustworthy, skilled, and responsive chartered accountant.

User
Pankaj Vaishnav
★★★★★

Honest and accurate tax consultation services. I highly recommend Hitesh Bhai and Team for tax consultation.

User
Pratik Rathod
★★★★★

CA Hitesh is very talented and kind consultant with deep Knowledge of accounting and finance domain. Recommending CA Hitesh for accounting & finance related consultancy services.

Frequently Asked Questions (FAQs)

A CMA (Credit Monitoring Arrangement) Report is a set of projected and past financial statements required by banks for evaluating creditworthiness.
It is required while applying for working capital limits, cash credit, term loans, or overdraft facilities.
It includes projected profit & loss statements, balance sheets, fund flow, ratio analysis, and loan requirement justification.
A project report presents the financial, technical, and economic viability of a proposed business or expansion project.
Mainly required for business loans, especially when loan amount is above ₹10 lakhs or when applying to public/private banks.
Yes. We prepare projected CMA data based on your expected turnover and estimated costs.
Typically, it takes 3–5 working days, depending on document readiness and complexity.
Yes, our reports are structured per RBI and bank guidelines, ensuring high acceptance rate.
Absolutely. We offer loan application & follow-up services with banks and NBFCs if required.
Yes, we serve clients PAN India, and reports can be delivered digitally or physically.

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