CMA Report Preparation

CMA Report Preparation – Get Bank-Ready with Accurate Financial Projections
A Credit Monitoring Arrangement (CMA) Report is a key financial document required by banks and financial institutions for business loan approval.
Our expert team prepares detailed, bank-compliant CMA data reports including balance sheets, P&L projections, fund flow statements, and ratio analysis.

Who Needs This Service

• Businesses applying for term loans, working capital, or credit limits from banks.

Why Choose Our Services

• CA-certified CMA data preparation
• In-depth projections & ratio analysis
• Custom formats as per bank requirements
• Support for MSMEs and large firms alike
• Fast turnaround with financial consultation

What's Included in the Service

• 5–7 years of projected financials
• Balance Sheet, P&L, Cash Flow
• Fund Flow and DSCR analysis
• Bank loan purpose write-up
• Cover letter and annexures

Documents Required

• Last 2–3 years financials
• Business profile and loan details
• GST returns, ITRs (if available)
• Bank statements (if applicable)

Step-by-Step Process

1. Business and loan assessment
2. Data collection and format setup
3. CMA data preparation
4. Review and finalization
5. Delivery in PDF and editable formats

Turnaround Time

• 3–5 working days

FAQs

Q1. Is a CMA report mandatory for loans?
A: Yes, for most bank loans above ₹10 lakhs.

Q2. Can I submit the same report to multiple banks?
A: Yes, but it may need customization per bank format.

Call to Action

Get your loan-ready CMA report prepared by professionals.

Call/WhatsApp: +91-9220611022
Email: connect@amplrs.com