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Client Master
Start here. Create a permanent client profile โ KYC, addresses, group firms, key contacts, financial snapshot, licenses and services scope. Generates a unique Client Reference Number used across all apps.
FoundationKYCPermanent Record
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Service Requisition
Client or official selects required services from 25+ categories. Captures KYC basics, financials and situation. Generates a formal, confidential Mandate document โ stored permanently and shared with client.
Service SelectionMandateClient Ref
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Service Agreement
Generate a formal consultancy mandate / service agreement linking Client Master and Service Requisition refs. Includes scope, fee structure, payment schedule, T&C clauses and dual signature block.
Legal DocumentFee StructurePayment Terms
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All-in-One Loan Application
10-step RBI-aligned loan application โ applicant profile, business details, promoters, financial data, assets & security, existing banking, compliance and declaration. Save each step independently.
Term LoanWorking CapitalProject Finance
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DPR Preparation
Detailed Project Report wizard โ project cost, means of finance, technical details, 5-year projections, DSCR, IRR, NPV and risk matrix. Generates a 10โ80 page professional branded PDF report.
GreenfieldBrownfieldTEV
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Bank Note / Proposal
Institution-grade credit appraisal note. Cross-references DPR and CMA data by reference number. Covers borrower profile, industry analysis, financial assessment, risk matrix and sanction recommendation.
Credit ProposalCross-ref DPR/CMARisk Matrix
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CMA Data Preparation
CMA as per RBI/IBA format โ Operating Statement, Balance Sheet, Working Capital Assessment (Tandon Method II), Fund Flow and key ratios for 3 actual + 2 projected years. Full auto-calculation.
RBI/IBA FormatAuto-CalcWC Assessment
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Client Database
View all saved clients, service requisitions, agreements, loan applications and documents from the local browser database. Search, filter and export records. All data stored securely in IndexedDB.
All RecordsSearchExport
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