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Step 1 â Applicant Details
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Step 2 â Promoter / Director Details
| Name | Designation | PAN | DIN/Aadhar | % Share | Mobile | Net Worth (âšL) |
|---|
| Company Name | Constitution | Relation | Annual Turnover (âšL) |
|---|
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Step 3 â Facility Requirement
| Facility Type | Amount (âš Lakhs) | Tenor / Period | Purpose / End Use | Preferred Bank |
|---|
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Step 4 â Financial Information
Enter figures in âš Lakhs based on last 3 audited years and current year estimate.
| P&L Parameter | Year -2 | Year -1 | Year -0 (Audited) | Current (Est.) |
|---|---|---|---|---|
| Net Sales / Turnover | ||||
| Gross Profit | ||||
| EBITDA | ||||
| Depreciation | ||||
| Interest / Finance Cost | ||||
| Net Profit Before Tax | ||||
| Net Profit After Tax |
| Balance Sheet Parameter | Year -2 | Year -1 | Year -0 (Audited) | Current (Est.) |
|---|---|---|---|---|
| Paid-up Capital | ||||
| Reserves & Surplus | ||||
| Total Net Worth | ||||
| Total Term Loans | ||||
| Total WC Borrowings | ||||
| Total Liabilities | ||||
| Fixed Assets (Net) | ||||
| Current Assets (Total) | ||||
| Total Assets |
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Step 5 â Security & Collateral
Primary, collateral, and personal security details for the proposed credit facility.
| Security Type | Description | Location | Market Value (âšL) | DV Value (âšL) |
|---|
| Security Type | Description / Address | Owner Name | Market Value (âšL) | DV Value (âšL) |
|---|
| Guarantor Name | Relation | PAN | Net Worth (âšL) | Remarks |
|---|
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Step 6 â Banking & Credit History
| Bank Name | Branch | Account Type | Limit (âšL) | Outstanding (âšL) | DPD / NPA |
|---|
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Step 7 â Document Checklist
Mark documents that are ready and available for submission.
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Step 8 â Declaration & Authorization
Declaration by Applicant:
I / We hereby declare that the information provided in this application is true, correct, and complete to the best of my / our knowledge and belief. I / We understand that any false or misleading information may result in rejection of the application and/or legal action.
I / We authorize Shiva Consultancy Group (SCG) to collect, process, and share this information with banks, financial institutions, NBFCs, and government bodies for the purpose of credit assessment, loan processing, and financial advisory services.
I / We confirm that I / We have read and understood the terms and conditions of the engagement with SCG and agree to pay the agreed consultancy fees as per the Service Agreement.
I / We hereby declare that the information provided in this application is true, correct, and complete to the best of my / our knowledge and belief. I / We understand that any false or misleading information may result in rejection of the application and/or legal action.
I / We authorize Shiva Consultancy Group (SCG) to collect, process, and share this information with banks, financial institutions, NBFCs, and government bodies for the purpose of credit assessment, loan processing, and financial advisory services.
I / We confirm that I / We have read and understood the terms and conditions of the engagement with SCG and agree to pay the agreed consultancy fees as per the Service Agreement.
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