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Project Report & CMA Data Preparation Service in India

Get Bank Loan Approvals Faster with Professionally Prepared CMA Reports

Looking to raise a business loan, working capital, or CC/OD facility from banks? A professionally drafted CMA Report (Credit Monitoring Arrangement Report) is crucial. At Legal Setup India, we prepare bank-compliant CMA data and project reports that increase your chances of loan approval and ensure regulatory compliance.

What is a CMA Report?

A CMA (Credit Monitoring Arrangement) Report is a financial document prepared to present your business’s past performance, current financial position, and future projections. Banks and financial institutions require this report to analyze your creditworthiness before sanctioning loans, overdrafts, or working capital.
It is mandatory for:
 

  • Business loans above ₹10 lakhs

  • Cash Credit (CC) / Overdraft (OD) facility

  • Term Loans & Machinery Loans

  • MSME loans from public or private banks

Components of a CMA Report

A standard CMA data report includes the following:
 

  • Particulars of the Applicant
     

  • Existing Fund-based & Non-fund Based Credit Facilities
     

  • Past Performance (Audited Financials for last 2-3 years)
     

  • Projections for next 2–5 years
     

  • Details of Current Assets & Liabilities
     

  • Working Capital Assessment
     

  • Fund Flow Statement
     

  • Ratio Analysis
     

  • Assumptions for Future Projections

    We follow the latest RBI and bank-specific guidelines while preparing CMA data.

 Who Needs CMA Data / Project Reports?

  • Startups & MSMEs applying for working capital loans
     

  • Companies expanding business operations
     

  • Manufacturers seeking machinery loans
     

  • Traders/Exporters applying for CC/OD
     

  • Businesses under Mudra Loan / Stand-Up India / PMEGP schemes
     

  • Enterprises applying for SIDBI or NABARD finance

Documents Required for CMA Report Preparation

  • Last 2–3 years audited balance sheets & P&L statements
     

  • Projected revenue and cost details

  • ​

  • KYC documents of promoters
     

  • ITR copies
     

  • Details of existing loans
     

  • Bank statements
     

  • Business plan (if available)
     

  • Details of collateral/security offered

Benefits of a Well-Prepared Project Report

✔️ Increases chances of loan sanction


✔️ Builds business credibility before lenders


✔️ Helps in correct fund allocation


✔️ Ensures compliance with RBI norms


✔️ Helps evaluate your own business performance


✔️ Reduces the risk of rejection due to incomplete financials

Project Report for Loan – What We Deliver

At Legal Setup India, we provide customized project report formats for various banks and loan schemes, including:
 

  • MSME Loan Project Report

 

  • Mudra Loan Project Report

 

  • Machinery Loan Proposal

 

  • Term Loan with EMI Projection

 

  • CC/OD Proposal Report

 

  • Start-up India Project Report Format


All our reports are prepared by experienced accountants and CA associates, following ICAI & bank standards.

 Our Pricing

Service

Basic CMA Report


Advanced CMA Report


Customized CMA Report + Financial Planning

Description

For loans up to ₹25 lakhs


For loans ₹25L–₹2 Cr


Tailored for complex loan cases

Price (INR)

₹7,999/-


₹9,999/-


₹14,999/-

Why Choose Legal Setup India?

 ✔️100% Bank-Approved Formats

 

 ✔️Experienced Financial Experts

 

 ✔️Quick Turnaround – Within 2–3 Working Days

 

 ✔️Personalized Support on Call/WhatsApp

 

 ✔️Affordable & Transparent Pricing

 

 ✔️All-India Online Service – No Physical Visit Required​

FAQ

Answers

Frequently asked questions

Contact Us – Legal Setup India

Let us help you prepare a professional project report/CMA data that gets your loan sanctioned without delays.

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