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Business Loan Advisory online

Prepare for a more confident application.

Business Loan Advisory with Pinnacle Finserv: CMA data, project reports, and practical readiness guidance for business funding. Our qualified CA, CMA and CS team handles the paperwork, filings and follow-ups end to end, with transparent packages on request and a typical turnaround of Advisory.

On request Advisory 6 documents

Packages

  • Basic ₹2,999
  • Standard Most chosen₹7,999
  • Premium ₹14,999
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Free consultation · No obligation · Transparent quote

Who needs Business Loan Advisory?

  • Businesses and individuals who need business loan advisory
  • Founders who want a qualified team to handle filings end to end
  • Anyone who values transparent pricing and accountable timelines

Documents required

Share these on WhatsApp or email — no office visit needed.

  1. 1 Bank statements for the period
  2. 2 Sales and purchase invoices / e-commerce reports
  3. 3 Expense bills and payroll details
  4. 4 GST and TDS filings for the period
  5. 5 Loan statements and fixed-asset details
  6. 6 Previous year's financial statements (for ongoing work)
How it works

Business Loan Advisory in 4 simple steps

01

Scoping call

We understand your business, volumes and reporting needs and fix a package.

02

Setup & data access

We connect your bank feeds, invoicing and payroll data securely.

03

Monthly close

Books are reconciled and reports shared every month with a review call.

04

Year-end & filings

Financial statements, tax computation and filings are prepared from clean books.

FAQs

Business Loan Advisory — frequently asked questions

We work with Tally, Zoho Books and QuickBooks — or continue on your existing system.