Bank Proposal — SCG Financial Advisory Portal

🔗

Step 1 — Cross-References

Enter reference numbers from previously saved records to auto-populate this proposal. All three are optional — fill what is available.

Client Master Reference

No Client Master yet? + Create New Client Master →

DPR Reference (pulls project details)

No DPR yet? + Create New DPR →

CMA Data Reference (pulls financial projections)

No CMA Data yet? + Create New CMA Data →

Target Bank / FI *

Target Branch

Proposal Date

Addressed To (Officer Name)

🏢

Step 2 — Client / Borrower Profile

Borrower / Entity Name *

Constitution *

Industry / Sector

Year of Establishment

PAN

GSTIN

CIN / Reg No.

Udyam No.

City

State

Contact Person

Mobile

Registered Address

Business Description

Business Vintage (Years)

No. of Employees

Promoter / Director Details

Name	Designation	PAN	% Share	Net Worth (₹L)

💳

Step 3 — Credit Requirement

Facility Type	Amount (₹ Lakhs)	Tenor	Purpose / End Use	Security Type

Total Credit Required (₹ Lakhs) *

Promoter Contribution (₹ Lakhs)

Project Cost (₹ Lakhs) (if new project)

Detailed Purpose / Justification for Credit

Repayment Source

Moratorium Period (if any)

📈

Step 4 — Financial Summary

If CMA reference was loaded, figures are auto-populated. Otherwise enter manually (₹ Lakhs).

Parameter	Year -2	Year -1	Current Year	Year +1 (Proj.)	Year +2 (Proj.)
Net Sales / Turnover
Gross Profit
EBITDA
Net Profit After Tax
Total Net Worth
Total Borrowings
DSCR

CIBIL Score (Entity)

CIBIL Score (Main Promoter)

Credit Rating (External, if any)

Debt:Equity Ratio

Financial Analysis / SCG Commentary

🔐

Step 5 — Security & Collateral

Primary Security

Type	Description	Location	Market Value (₹L)	DV Value (₹L)

Collateral Security

Type	Description / Address	Owner	Market Value (₹L)	DV Value (₹L)

Personal / Corporate Guarantee

Guarantor Name	Relation	PAN	Net Worth (₹L)

Security Cover Remarks

📄

Step 6 — Proposal Preview & Submit

🤖

AI Content Generation