CMA Data Preparation/Project Report

CMA Data & Project Report Preparation

Get Bank-Ready Financial Reports That Help You Secure Business Loans Confidently

At RC Dave Group, we specialize in preparing detailed, accurate, and professional CMA (Credit Monitoring Arrangement) data and project reports required by banks, NBFCs, and financial institutions for sanctioning business loans, working capital, and term loans.

I’ve been using R C DAVE GROUP for all my taxation and compliance needs for over a year now. Their team is incredibly knowledgeable and professional. They always go the extra mile to explain financial jargon in simple terms. Highly recommended for anyone looking for reliable CA services!

RC Dave Group has helped my business streamline GST filings and financial reporting. Their punctuality and transparency build trust. I appreciate their quick responses and proactive guidance. Definitely a dependable partner for any growing business.

As a startup owner, I struggled with accounting and legal compliance until I found R C DAVE GROUP. Their affordable and tailored packages helped me get organized without burning a hole in my pocket. Their team is approachable and always ready to help.

The team is professional and delivers great work. They handled my income tax filing and audit support very well. There were a couple of minor delays during peak season, but communication was always open and honest. Overall, a great experience!

From personal tax planning to company registration, R C DAVE GROUP handled everything smoothly. Their process is well-structured and they maintain excellent follow-up. Highly trustworthy and experienced.

I had some issues with past GST filings, and the team at RC Dave Group helped me fix everything with zero hassle. They really care about client success, and their support staff is polite and prompt. Wouldn’t think twice about recommending them!

What is CMA Data?

CMA Data is a structured financial document that includes projected financial statements and ratio analysis to assess your company’s loan eligibility. It’s mandatory for term loans, working capital limits, and CC/OD facilities above ₹2 crore (and sometimes lower limits too).

What We Provide:

Detailed 5-year projections (P&L, Balance Sheet, Cash Flow)
Ratio analysis, fund flow statements
Justification of loan requirement and repayment capacity
Break-even & risk analysis
Business background & purpose of loan
Customized format as per bank/NBFC requirements

Ideal for:

- MSMEs, startups, manufacturers, traders & service providers
- Businesses applying for CC, OD, Term Loan, or Project Finance
- Entities needing renewal or enhancement of loan limits
- Companies with new expansion or investment proposals

Required Documents

Last 3 years audited financials
Provisional or current year P&L and Balance Sheet
GST returns & bank statements
Details of existing loans, proposed loan
Business profile & promoter background
Quotation for machinery/project (if applicable)

Call

9624898242

Email

info@rcdavegroup.com

Query

On Time
Service

Secure Online Payment

100% Satisfaction

No Hidden Charges

Experienced Professionals

“Exceptional service and unmatched professionalism!”

R C Dave Group helped us streamline our company’s tax filing and compliance. Their team is knowledgeable, responsive, and truly cares about client success.

Rakesh Sharma,

“Reliable and hassle-free accounting support.”

We’ve been working with R C Dave Group for over 3 years. From GST filing to ROC compliance, they handle everything efficiently so we can focus on growing our business.

Nakul Mehta,