Loan & Credit Preparation Support

Present a Strong, Lender-Ready Financial Profile

Build a Credible Financial Case for Better Loan Approval

Banks closely evaluate your business’s financial strength, compliance history, and documentation quality before approving any facility. Incomplete or poorly presented documents often lead to delays or rejections.

At AI Global Consultants, we prepare all relevant financial statements, compliance proofs, CMA data, and supporting records to help your business present a clear, credible, and lender-ready profile.

We support applications for:

Business Loans

Term Loans

OD (Overdraft) Limits

CC (Cash Credit) Limits

Working Capital Loans

Machinery Loans

Expansion Loans

Why Documentation Quality Matters

Accurate and complete documentation improves your chances of approval by ensuring:

Better Financial Presentation

Your records look structured and professional.

Higher Credibility With Lenders

Banks clearly understand your financial stability.

Faster Processing

Complete documents reduce back-and-forth delays.

Lower Risk of Rejectio

Avoid mistakes that commonly lead to application denial.

What We Help You Prepare

We provide complete assistance in preparing every document needed for a clean and professional loan application.

Loan Application Preparation

Drafting, organizing, and compiling all required bank/NBFC forms and supporting documents.

OD / CC Limit Documentation

Preparing financial packages required for overdraft or cash credit eligibility assessments.

Bank-Ready Financial Statements

Balance sheet, P&L, cash flow statements, projections, and financial ratios required by lenders.

Compliance & Supporting Documents

Organizing GST returns, ITRs, KYC, incorporation certificates, bank statements, and credit reports.

Business Profile & Project Report Drafting

Preparing professional business profiles, project reports, and loan proposals for submission.

Working Capital Assessment & CMA Data

Preparing CMA data, projections, inventory statements, and receivable/payable reports.

Ideal for Businesses Seeking Financial Support

Our services are suitable for

MSMEs & SMEs

Start-ups

Traders & manufacturers

Service-based businesses

Companies applying for OD/CC or working capital

Entrepreneurs preparing for bank meetings

Businesses needing CMA or structured financial statements

Whether you’re preparing for your first loan or upgrading your credit limit
we support you at every step.

Your Trusted Partner for Lender-Ready Financial Documentation

Businesses prefer us because:

We specialize in documentation that matches banking expectations

Reduce errors, delays, and rejections caused by incomplete submissions

Professional structuring of financials for better approval chances

End-to-end support until your application is ready for submission

We Assist With Documentation
Not Loan Sanctioning

AI Global Consultants does NOT provide loans or arrange credit limits. We only prepare documents required for loan applications. All approvals, rejections, and decisions depend solely on the respective banks/NBFCs.