FAQ

Financial Planing FAQ’s

Common questions on financial planning and investing
We assist you at every step of the business loan journey — from understanding your financing needs and eligibility, helping compile required documents, to submitting your application and liaising with lenders for quick approval and disbursal.
We guide you through the application process for Cash Credit, helping you understand eligibility criteria, gather necessary collateral documentation, and ensuring you use this flexible working capital tool effectively.
Yes, based on your business requirements, we advise whether a Term Loan or Working Capital Loan suits your goals better and assist in applying for the right product that matches your operational and investment needs.
We provide detailed guidance on the documentation such as identity proofs, financial statements, business registration papers, and bank statements, ensuring your application is complete and meets lender standards.
While disbursal timelines depend on lenders, our proactive coordination and follow-ups speed up the approval process, helping you receive funds promptly to manage your business needs.
We assist in applying for overdraft facilities that provide revolving credit linked to your account. We explain how interest is charged only on utilized amounts and help arrange documentation to get this flexible cash flow solution.
Get in Touch

Reach out to us today if you have any further questions. We are happy to assist with your financial well-being.