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Pillar 14 of 15 · 35 Services

Loans & Insurance

Debt syndication, financial planning, insurance advisory, treasury management, wealth planning, and subsidy guidance for businesses and individuals.

Services

Sub-categories

IN · AE

Jurisdictions

Debt Syndication & Loan Advisory

8 services

Business, Working Capital & Term Loan Services

Advise on and arrange business loans, working capital facilities, and term loans from banks and NBFCs.

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Project, Machinery & Trade Finance

Structure project loans, machinery finance, and trade finance facilities for industrial businesses.

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Loan Against Property & Commercial Property Financing

Arrange loans against property and commercial property financing for business and personal needs.

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MSME & Startup Funding Assistance (Mudra, Standup India, CGTMSE)

Assist MSMEs and startups in accessing Mudra, Standup India, and CGTMSE-backed lending.

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Letter of Credit, Bank Guarantee & Bill Discounting

Arrange letters of credit, bank guarantees, and bill discounting for trade transactions.

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Home Loan Services

Advise on home loan eligibility, bank selection, and documentation for property purchases.

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Vehicle & Commercial Vehicle Loan Services

Arrange vehicle and commercial vehicle loans from banks and NBFCs.

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Debt Restructuring & Loan Syndication

Restructure existing debt and syndicate new loans across multiple lenders.

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Financial Advisory

4 services

Capital Structure & Fund Raising Advisory

Advise on optimal capital structure and fund raising strategy for business growth.

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CMA Data & Project Report Preparation

Prepare Credit Monitoring Arrangement data and project reports for bank loan applications.

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Credit Rating & Banking Relationship Support

Support credit rating applications and manage banking relationships for better facilities.

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Financial Due Diligence & Investment Advisory

Conduct financial due diligence and advise on investment decisions for businesses and individuals.

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Insurance Advisory

7 services

Corporate & Business Risk Insurance Advisory

Advise businesses on comprehensive risk insurance coverage for property, liability, and operations.

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Life & Term Insurance Policies

Guide individuals and businesses on suitable life and term insurance policies.

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Property, Fire, Marine & Asset Insurance Advisory

Advise on property, fire, marine, and asset insurance for physical asset protection.

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Group Medical, Keyman & Employee Insurance Advisory

Design group medical insurance and keyman insurance policies for businesses and employees.

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Professional Indemnity, D&O & Cyber Risk Insurance Advisory

Advise on professional indemnity, directors & officers, and cyber risk insurance coverage.

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ECGC Export Credit Insurance (incl. NIRVIK / ECIS)

Arrange ECGC export credit insurance to protect against buyer and country risk.

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Insurance Claim & Portfolio Review Support

Support insurance claim processes and conduct periodic reviews of insurance portfolios.

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Treasury & Growth Financing

5 services

Cash Flow, Treasury & Liquidity Management Advisory

Advise on cash flow optimisation, treasury management, and liquidity planning.

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Working Capital Optimisation

Analyse and optimise working capital cycles to improve cash conversion and reduce financing costs.

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Startup, Angel & Venture Capital Fund Raising Support

Support startups in raising angel, seed, and venture capital with investor connect and documentation.

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Investor Documentation & Pitch Deck Financial Review

Review investor documentation, term sheets, and pitch deck financial projections.

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Supply Chain & Export Finance

Structure supply chain financing and export finance solutions for trade businesses.

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Wealth Advisory

3 services

Personal Finance Planning (Savings, Insurance & Investments)

Develop personal financial plans covering savings, insurance, and investment allocation.

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Investment Advisory in Mutual Funds, Bonds, REITs etc.

Advise on investment allocation across mutual funds, bonds, REITs, and other instruments.

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Retirement Planning (NPS, PPF & Pension Insurance)

Plan for retirement using NPS, PPF, pension insurance, and other long-term savings vehicles.

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Subsidy Guidance & Advisory

8 services

Central Government Subsidy (PLI, TUF / TUFS & Others)

Identify and apply for central government subsidies including PLI and textile upgradation schemes.

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State Government Subsidy (Capital, Power Tariff & Land Concession)

Access state government subsidies for capital investment, power tariff concessions, and land.

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SC / ST Entrepreneur Subsidy

Advise SC/ST entrepreneurs on dedicated subsidy schemes and special funding programmes.

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Startup Funding Schemes (State & Central Government)

Identify and apply for government startup funding schemes at the state and central level.

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MSME Subsidies

Access MSME-specific subsidies for technology upgradation, credit, and capacity building.

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R&D Incentives (Sec 35 with DSIR Registration)

Obtain DSIR recognition and claim enhanced R&D deductions under Section 35 of the Income Tax Act.

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Interest Subvention Subsidy

Identify and apply for interest subvention subsidies available for agriculture and MSME lending.

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Subsidy Claims Documentation & Utilisation Certificate

Prepare subsidy claim documentation and obtain CA utilisation certificates for disbursement.

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Jurisdictions

Available in India & UAE.

Our Loans & Insurance services are delivered from offices in Chennai, Hyderabad, Bangalore, and Dubai — with jurisdiction-specific expertise and on-ground teams.

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India

Chennai · Hyderabad · Bangalore

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