Shared Banking Cfo

We Will take care of all your banking compliances, liaison with financial institutions for all your working capital requirements be it fresh loan limits, renewal as well as enhancement, we also cater to day to day liaison with financial institutions for pre and post sanction compliance, after disbursement compliance and paperwork. We act as shared Loan CFO in your organisation.

We provide multiple variants of services on fixed monthly fees/ one time fees/ structured fees:

  • All paper work for sanction, renewal and monitoring of working capital limits
  • CMA and other report preparation whenever required
  • Stock Statement and Stock Audit compliance
  • Paperwork for LC and BG issuance
  • Reverting to bank queries time to time
  • Managing Multiple banking
  • Monthly monitoring of correct levy of Interest and bank charges
  • Other Sanction Compliance on timely manner
  • File preparation for fresh loan / project loan
  • Guidance on optimal usage of limits

Monthly Plan

  • Fixed monthly charges
  • all services in one bucket
  • No other charges
  • Fee based on total portfolio of limits/ loan
  • Dedicated Team
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Customized Plan

  • Specially designed for SME customer having limits less than Rs. 10 crores.
  • Choose from our variety of services
  • Fee based on services availed
  • As per industry and banking requirements
  • Saves Time and money for customers
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