Advisory & Finance · Per task
Business valuation
Valuation of shares for issue, transfer and regulatory purposes.
Price on request
Next due: AOC-4 financial statements — 30 Oct (2 days)
Mon–Sat · 10:00–19:00 ISTinfo@caworks.in
Advisory & Finance
Project reports and CMA data
Projected financials and CMA data for term loans and working capital limits.
Overview
Typical time5–10 working days
Documents4 to upload
DeliveredOnline · client portal
Reviewed bySenior expert
Projected financials and CMA data for term loans and working capital limits.
What's included
- Project report for new loans and subsidies
- CMA data for working-capital limits
- Projected financials and ratios
- Bank presentation support
Information we need
You fill this in at checkout after signing in. Fields marked * are mandatory. Ordering for a client of yours? Enter their details – the invoice can go to you or directly to them.
Entity KYC
- Type of entity *
- Legal name (or proposed name) *
- Trade / brand name optional
- PAN of the entity optional
- GSTIN optional
- CIN / LLPIN / registration no. optional
- Date of incorporation / birth optional
- Registered / business address optional
- City optional
- State *
- PIN code optional
- Email *
- Mobile *
For Project reports and CMA data
- Purpose *Term loan · Working capital · Mudra / PMEGP · Subsidy
- Loan amount (₹) optional
- Bank name optional
- Years of projection optional
Documents usually needed
Upload these in the client portal after ordering – scans or clear phone photos are fine.
- Last 3 years' financial statements
- Project cost and quotations
- Assumptions for sales, costs and growth
- Existing loan details
As per law
Law and sections
- Bank and NBFC credit policies and RBI guidelines on working-capital assessment
Who must comply
- Businesses applying for term loans, working-capital limits or government subsidy schemes
Time limits
- With the loan application and at each annual renewal
If it is missed
- Weak or inconsistent projections lead to lower limits or rejection
General information based on the law as at October 2026. Rules and due dates change, so we confirm the current position before starting your work.
How it works
- Add to cartAdd this and any other services you need.
- Sign in or create your accountContinue with Google, or register with email – mobile and email are verified once.
- Entity KYC & service detailsFor your business or a client of yours. Choose who gets the GST invoice.
- Pay securelyBank transfer or UPI – the invoice is emailed instantly.
- Upload documents & trackUpload the checklist in the client portal; an expert starts and you see every step.
Advisory & Finance
Related services
Advisory & Finance · Per task
Business structuring
Choosing between proprietorship, firm, LLP and company, and restructuring as you grow.
Price on request
Advisory & Finance · Per task
Tax planning for families
HUF, gifting, succession and investment planning within the law.
₹14,999onwards + GST