Project Reports, CMA Data and Financial Advisory in Madurai

Project reports, CMA data, projections, feasibility and valuation support

Garry & Associates, Chartered Accountants, prepares the financial reports that banks and investors ask for, and helps businesses plan with realistic projections and budgets.

All advisory work is carried out within the professional scope permitted to Chartered Accountants by the Institute of Chartered Accountants of India (ICAI).

Book an appointment about Financial Advisory Call +91 81488 69990
What We Do

How We Help With Financial Advisory

Project reports

Detailed project reports for new businesses and expansions, for term loans and government schemes.

CMA data

Credit Monitoring Arrangement (CMA) data in the format banks require for working capital and term loans.

Projections and budgeting

Cash flow projections, budgets and break-even analysis.

Feasibility studies

Assessing whether a new project or business line is financially viable.

Financial models

Financial models for startups and growing businesses.

Valuation support

Business and share valuation support, where a Chartered Accountant can provide it.

MIS and performance analysis

Analysing profitability, costs and working capital to support business decisions.

Our Process

How It Works

  1. Understand the purposeWe learn what the report is for, for example a loan, an investor or an internal decision.
  2. Gather informationWe collect your past financials, quotations and the assumptions behind your plans.
  3. Prepare the reportWe build the projections and report, and test the assumptions with you.
  4. FinaliseWe finalise the report in the required format and explain it so that you can discuss it confidently with the lender or investor.

Documents usually needed for a project report

  • Profile of the business and the promoters
  • Financial statements and tax returns for the last two to three years (for existing businesses)
  • Quotations for machinery, equipment or other assets to be purchased
  • Details of the loan required and any existing loans
  • Expected sales, prices and costs
  • KYC documents of the business and promoters

The exact list depends on your situation. We will confirm what is needed when you contact us. Please do not send documents through the website forms.

Full printable checklist →

FAQ

Financial Advisory: Frequently Asked Questions

What is CMA data?

CMA (Credit Monitoring Arrangement) data is a set of financial statements and projections in a standard format that banks use to assess working capital and term loan proposals. It covers past performance, projections, fund flow and key ratios.

What does a project report include?

A project report usually covers the business and its promoters, the project cost and how it will be financed, projected profit and loss, cash flows and balance sheets, repayment schedules and key ratios such as the debt service coverage ratio.

How long does it take to prepare a project report?

Usually a few working days once we have the information we need. The time depends on the size of the project and how quickly the details are available.

Will a project report guarantee that my loan is approved?

No. Loan approval is the lender's decision. A clear, well-prepared report helps the lender understand your proposal and assess it properly.

Can a Chartered Accountant value my business or shares?

It depends on the purpose and the law that applies. For some purposes a Chartered Accountant can issue the valuation, while others require a Registered Valuer or a merchant banker. We will tell you what is needed in your case.

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Discuss your Financial Advisory requirements

Book a 30-minute appointment at our office in Madurai, by phone or by video call.

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