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Step 1 — Client Details
If client already exists in the system, enter their Client Reference Number to auto-fill details. Otherwise fill manually.
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Step 2 — Services Required
Select all services the client requires. You may select across multiple categories.
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Step 3 — Current Situation
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Step 4 — Financial Parameters
Enter approximate figures (₹ in Lakhs). Based on last 3 audited years or estimates.
| Parameter | Year -2 | Year -1 | Current Year |
|---|---|---|---|
| Turnover / Revenue | |||
| Net Profit / (Loss) | |||
| Total Debt / Borrowings | |||
| Net Worth / Equity | |||
| Fixed Assets (Gross) |
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Step 5 — KYC & Compliance
Declaration: I / We hereby authorize Shiva Consultancy Group (SCG) to assess, analyze, and represent our financial requirements to relevant financial institutions, lenders, and government bodies on our behalf. I / We confirm that all information provided is true and accurate to the best of our knowledge. I / We understand this requisition is subject to formal engagement through a Service Agreement with SCG.
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