Loan / Finance Services

Q: What documents are typically required for a Business Loan application?

The standard “Loan Kit” we help you prepare includes: Last 3 years’ Audited Financials (Balance Sheet & P&L). Income Tax Returns of the business and directors. GST Returns for the current financial year. Bank Statements (usually for the last 6–12 months). KYC Documents of the promoters.

Loan / Finance Services

Home / Mortgage / Projects Loan / CC Limits & OD

Home Loans, Mortgage Loans, Project Loans, Cash Credit (CC) Limits, and Overdraft (OD) facilities are financial products designed to meet diverse personal and business funding needs. These solutions enable individuals and businesses to purchase or refinance residential or commercial properties, fund projects, or manage working capital efficiently.

Typically offered by banks and financial institutions, these facilities provide access to funds either as a lump sum or revolving credit, repayable over flexible tenures at competitive interest rates.

With varied eligibility criteria, repayment options, and interest structures, our Home / Mortgage / Project Loan / CC Limits & OD Services help clients choose the right financial solution tailored to their goals and cash-

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Required Financial Documents

Important Documents Required For Loan Services

For Self Employed Category

CA-certified Profit & Loss Statement and Balance Sheet for the last financial year (Audited or Non-Audited).
Bank statements (Current Account and Savings Account) with IFSC details for the entire financial year.
Housing loan statement, if applicable.
Business profile and personal profile of the assessee.
All Know Your Customer (KYC) documents.
All legal and property documents, including title, purchase, and sale deeds (if property is sold).
Share trading and mutual fund transaction details, including Profit & Loss statement and Capital Gains summary (if applicable).
Interest certificates received on Fixed Deposits (FDR), Savings Bank accounts, Post Office schemes, etc.
Copy of Partnership Deed (applicable for a Partnership Firm).
Copy of MOA & AOA (applicable for a Private Limited Company).
Details of any other taxable income to be disclosed in the Income Tax Return.

For A Salaried Category

Company-certified salary slips for 12 months.
Company-certified Form No. 16.
Bank statements (Current Account and Savings Account) with IFSC details for the entire financial year.
Housing loan statement, if applicable.
Personal profile of the assessee.
All Know Your Customer (KYC) documents.
All legal and property documents, including title, purchase, and sale deeds (if property is sold).
Share trading and mutual fund transaction details, including Profit & Loss statement and Capital Gains summary (if applicable).
Interest certificates received on Fixed Deposits (FDR), Savings Bank accounts, Post Office schemes, etc.
Details of any other taxable income to be disclosed in the Income Tax Return.

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What Our Clients Say

Comprehensive financial solutions tailored for complex business needs.

Ashish Tiwari Business Owner

I have been taking services from Account Sewa for the last two years. Amit Sir handles my GST and tax work properly. I do not worry about notices anymore.

Neha Gupta IT Manager

Earlier I was scared of GST filing, but Account Sewa made everything easy. Account Sewa Team explains things patiently and guides at every step.

Ravindra Singh School Owner

Account Sewa takes care of my accounting and GST returns on time. team gives correct advice and never rushes the work.

Anjali Singh Online Seller

I sell products online and GST work was confusing for me. Amit Sir helped me understand tax clearly. Account Sewa is reliable and professional.

Deepak Yadav Construction Contractor

Very good service for income tax and bookkeeping. There Team understands business problems and gives practical solutions.

Udit Jain Wholesale Trader

Account Sewa manages my accounts smoothly. They're honest and always available when needed. I am fully satisfied with their service.

FAQ's on Loan / Finance Services

What types of loan assistance does AccountSewa provide?

We assist businesses and individuals in securing various types of financing, including Business Loans (working capital or term loans), MSME Loans, Home Loans, and Personal Loans. We act as a bridge between you and the financial institutions to ensure you get the best interest rates and terms. 2

What is a "Project Report," and why do I need one for a loan?

A Project Report is a detailed document that outlines your business plan, market analysis, financial projections (like future P&L and Cash Flow), and the technical feasibility of your project. Banks require this to assess your repayment capacity. Our team specializes in drafting professional, bank-ready project reports.

Can AccountSewa help me improve my Credit Score (CIBIL) for a loan?

While we don’t “fix” scores directly, we provide financial advisory to help you improve your creditworthiness. This includes strategies for debt consolidation, ensuring timely tax filings, and maintaining healthy financial ratios in your balance sheet that banks look for during the approval process. 4

What documents are typically required for a Business Loan application?

The standard “Loan Kit” we help you prepare includes:

Last 3 years’ Audited Financials (Balance Sheet & P&L).
Income Tax Returns of the business and directors.
GST Returns for the current financial year.
Bank Statements (usually for the last 6–12 months).
KYC Documents of the promoters.

How does AccountSewa speed up the loan approval process?

Loans are often delayed due to incomplete documentation or inconsistent financial data. We ensure that your accounts, tax filings, and project reports are perfectly aligned. By presenting a “clean” and professionally verified file to the bank, we reduce the chances of queries and rejections, leading to faster disbursement.

Need Help?

+91 9826335566

guptantaxation@gmail.com