CA CS Prabhjot Kaur

CMA Data Preparation

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CMA Data Preparation

CMA (Credit Monitoring Arrangement) data is essential for businesses seeking bank loans, working capital limits, or credit enhancements. At [Your Firm Name], we provide professional CMA data preparation services in a format accepted by banks and financial institutions.

Our CMA reports include past financials, projected profit & loss accounts, balance sheets, cash flow statements, ratio analysis, and working capital assessments—structured in line with RBI and bank guidelines. These reports help banks assess your creditworthiness and loan eligibility accurately.

We ensure all projections are backed by logical assumptions and aligned with your business goals. Whether you’re applying for a new loan or renewing an existing credit facility, we support you throughout the process—including assistance during banker queries.

Accurate CMA data improves your chances of loan approval and builds lender confidence.

📊 Our CMA Report Includes:

  • Past Financial Statements (Last 2–3 Years)

  • Projected Profit & Loss Account

  • Projected Balance Sheet

  • Fund Flow & Cash Flow Statements

  • Term Loan Repayment Schedule

  • Working Capital Analysis

  • Key Financial Ratios

  • Assumptions & Justifications

  • Break-even and DSCR Analysis (if required)

Why Choose Us?

  • Prepared by Qualified CAs and Finance Experts

  • Fast Turnaround – Timely Reports for Urgent Bank Submissions

  • Data Presentation as per RBI and Bank Guidelines

  • Support in Explaining Projections and Assumptions

  • Assistance with Bank Queries and Follow-Ups

  • 100% Confidentiality and Professionalism

💼 Who Needs CMA Data?

  • Businesses applying for working capital loans

  • Companies seeking term loans or OD limits

  • Startups and SMEs approaching banks for funding

  • Firms requiring renewal or enhancement of loan limits