Financial Planning and Analysis
Budgets, projections, CMA data and project reports.

Overview
Budgets, projections, CMA data and project reports.
Documents Required
Keep these ready. Send them on WhatsApp or through our secure upload link.
Financial records
- Financial statements, last 3 yearsP&L, Balance Sheet, with schedules
- Bank statements, last 12 monthsAll current and savings accounts used for business
- Income tax returns, last 3 yearsIf applicable. With computation of income
- GST returns summaryIf applicable. GSTR-3B and GSTR-1 for the period
Projection inputs
- Loan requirement and purpose
- Expected sales and cost assumptions
- Existing loan details
- Quotations for new machinery / assetsIf applicable.
- Stock and debtors statementIf applicable.
Requirements can change with government notifications. We confirm the final list when you start.
How It Works
FAQs
How do I send my documents?
Send clear photos or PDFs on WhatsApp at +91-9687879221, or ask for our secure upload link. You do not need to visit the office.
How long does Financial Planning and Analysis take?
Usually 1-2 weeks, once all documents are received. Government processing time can vary.
What are your fees?
Our professional fee is generally ₹5,000 – ₹15,000. Government fees, if any, are extra. We confirm the exact amount before starting.
Do you serve clients outside Rajkot?
Yes. We work with clients across India through our online process, with WhatsApp updates at every step.
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Let's Get Started
Send your documents on WhatsApp and we will share a checklist and fee quote.