Be Prepared
Documents Needed
Keep these documents ready. If you don't have something, we will guide you.
For Loan
PAN + Aadhaar (owner/partners/directors)
GST returns (if you have)
Bank statement (last 6-12 months)
ITR / financials (if available)
Business proof (Udyam/MSME certificate if available)
Existing loan details (if any)
For Working Capital (CC/OD)
Stock list (inventory)
Debtors list (who has to pay you)
Creditors list (whom you have to pay)
Sales and purchase summary
For Machinery / Project Loan
Machinery quotation / estimate
Project plan (what you want to do)
Place details (shop/factory address)
For Subsidy / Grant
GST/Udyam details
Invoices + payment proof
Photos/installation proof (if required)
Any scheme-specific forms (we guide)