Financial Advisory

We offer expert advisory services to our SME clients to enable sound financial planning. The purpose is to assist in credit planning and financial strategy that would help our clients make an informed choice.

Apply for Financial Advisory
Features and Benefits

Advice on:

  • Loan Structuring
  • Cash position improvement and interest cost reduction
  • Government's incentives available for the sector
Eligibility and Documentation

Eligibility:

SME loans are offered to companies/partnership firms in select sectors like automobiles, auto-ancillary and food and agri-processing.

  • The company/firm must be in business for at least 3 years with profit in the last audited financial year
  • Greenfield projects can be considered only from established players in that business
  • Dealer inventory funding loans can be considered for established dealers of reputed automobile OEMs

Documents required:

  • Company profile including existing product range
  • Promoter profile including KYC details
  • Purpose of the loan
  • Security offered
  • Audited balance sheets of  the last 3 years

The credit officer might require additional documents during credit evaluation.
To apply, email us at SME.solutions@mahindra.com and we will contact you.