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Pillar 14 of 15 · 35 Services

Loans & Insurance

Debt syndication, financial planning, insurance advisory, treasury management, wealth planning, and subsidy guidance for businesses and individuals.

Services

Sub-categories

IN · AE

Jurisdictions

Debt Syndication & Loan Advisory

8 services

Business, Working Capital & Term Loan Services

Advise on and arrange business loans, working capital facilities, and term loans from banks and NBFCs.

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Project, Machinery & Trade Finance

Structure project loans, machinery finance, and trade finance facilities for industrial businesses.

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Loan Against Property & Commercial Property Financing

Arrange loans against property and commercial property financing for business and personal needs.

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MSME & Startup Funding Assistance (Mudra, Standup India, CGTMSE)

Assist MSMEs and startups in accessing Mudra, Standup India, and CGTMSE-backed lending.

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Letter of Credit, Bank Guarantee & Bill Discounting

Arrange letters of credit, bank guarantees, and bill discounting for trade transactions.

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Home Loan Services

Advise on home loan eligibility, bank selection, and documentation for property purchases.

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Vehicle & Commercial Vehicle Loan Services

Arrange vehicle and commercial vehicle loans from banks and NBFCs.

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Debt Restructuring & Loan Syndication

Restructure existing debt and syndicate new loans across multiple lenders.

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Financial Advisory

4 services

Capital Structure & Fund Raising Advisory

Advise on optimal capital structure and fund raising strategy for business growth.

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CMA Data & Project Report Preparation

Prepare Credit Monitoring Arrangement data and project reports for bank loan applications.

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Credit Rating & Banking Relationship Support

Support credit rating applications and manage banking relationships for better facilities.

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Financial Due Diligence & Investment Advisory

Conduct financial due diligence and advise on investment decisions for businesses and individuals.

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Insurance Advisory

7 services

Corporate & Business Risk Insurance Advisory

Advise businesses on comprehensive risk insurance coverage for property, liability, and operations.

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Life & Term Insurance Policies

Guide individuals and businesses on suitable life and term insurance policies.

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Property, Fire, Marine & Asset Insurance Advisory

Advise on property, fire, marine, and asset insurance for physical asset protection.

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Group Medical, Keyman & Employee Insurance Advisory

Design group medical insurance and keyman insurance policies for businesses and employees.

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Professional Indemnity, D&O & Cyber Risk Insurance Advisory

Advise on professional indemnity, directors & officers, and cyber risk insurance coverage.

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ECGC Export Credit Insurance (incl. NIRVIK / ECIS)

Arrange ECGC export credit insurance to protect against buyer and country risk.

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Insurance Claim & Portfolio Review Support

Support insurance claim processes and conduct periodic reviews of insurance portfolios.

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Treasury & Growth Financing

5 services

Cash Flow, Treasury & Liquidity Management Advisory

Advise on cash flow optimisation, treasury management, and liquidity planning.

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Working Capital Optimisation

Analyse and optimise working capital cycles to improve cash conversion and reduce financing costs.

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Startup, Angel & Venture Capital Fund Raising Support

Support startups in raising angel, seed, and venture capital with investor connect and documentation.

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Investor Documentation & Pitch Deck Financial Review

Review investor documentation, term sheets, and pitch deck financial projections.

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Supply Chain & Export Finance

Structure supply chain financing and export finance solutions for trade businesses.

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Wealth Advisory

3 services

Personal Finance Planning (Savings, Insurance & Investments)

Develop personal financial plans covering savings, insurance, and investment allocation.

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Investment Advisory in Mutual Funds, Bonds, REITs etc.

Advise on investment allocation across mutual funds, bonds, REITs, and other instruments.

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Retirement Planning (NPS, PPF & Pension Insurance)

Plan for retirement using NPS, PPF, pension insurance, and other long-term savings vehicles.

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Subsidy Guidance & Advisory

8 services

Central Government Subsidy (PLI, TUF / TUFS & Others)

Identify and apply for central government subsidies including PLI and textile upgradation schemes.

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State Government Subsidy (Capital, Power Tariff & Land Concession)

Access state government subsidies for capital investment, power tariff concessions, and land.

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SC / ST Entrepreneur Subsidy

Advise SC/ST entrepreneurs on dedicated subsidy schemes and special funding programmes.

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Startup Funding Schemes (State & Central Government)

Identify and apply for government startup funding schemes at the state and central level.

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MSME Subsidies

Access MSME-specific subsidies for technology upgradation, credit, and capacity building.

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R&D Incentives (Sec 35 with DSIR Registration)

Obtain DSIR recognition and claim enhanced R&D deductions under Section 35 of the Income Tax Act.

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Interest Subvention Subsidy

Identify and apply for interest subvention subsidies available for agriculture and MSME lending.

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Subsidy Claims Documentation & Utilisation Certificate

Prepare subsidy claim documentation and obtain CA utilisation certificates for disbursement.

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Jurisdictions

Available in India & UAE.

Our Loans & Insurance services are delivered from offices in Chennai, Hyderabad, Bangalore, and Dubai — with jurisdiction-specific expertise and on-ground teams.

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India

Chennai · Hyderabad · Bangalore

Common questions

Loans & Insurance — your questions, answered.

Can you help my business secure a bank loan or working capital facility?

Yes. We prepare the financials, projections, and CMA data lenders require, package a strong proposal, and liaise with banks to improve your chances of approval on good terms.

What documents do banks need for a business loan?

Typically audited financials, projections, CMA data, bank statements, KYC, and security details. We compile a complete, lender-ready file so your application isn't delayed by gaps.

Do you advise on the right insurance cover for a business?

We help assess your risk and arrange appropriate cover — such as property, liability, key-person, and group health — so the business is protected without over-insuring.

Can you assist with loan restructuring or refinancing?

Yes — we review existing facilities, model alternatives, and support restructuring or refinancing proposals to reduce cost or ease cash flow.

How do you improve our chances of loan approval?

Clean, credible financials and a well-structured proposal make the difference. We strengthen your numbers, address red flags proactively, and present the case professionally to lenders.

Ready to get started with Loans & Insurance?

Our specialist team responds within 24 hours. Tell us your requirement and we'll assign the right expert.

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