Loan Documentation & Bank Liaison
Sakshi Yadav & Co. assists with complete loan documentation — from ITR preparation to balance sheet compilation, bank statement analysis, and project report preparation — to help you secure the loan you need.
Scope of work
- Home Loan Documentation
- Business Loan File Preparation
- MSME / Mudra Loan Documentation
- Personal Loan ITR Support
- Balance Sheet & P&L for Loans
- Bank Statement Analysis & Certification
Typical timeline: 2-4 working days. Available in person at our office at SF-57, Ansal Fortune, Sector 18, Noida, Uttar Pradesh 201301 — for clients in Noida, Greater Noida, Ghaziabad and Delhi NCR — or online across India.
Frequently asked questions
What financial documents do banks ask for in a business loan?
Typically the last two or three years’ ITRs with computation, audited or CA-certified financial statements, GST returns, bank statements for 6–12 months, a project report or CMA data, and KYC of the business and promoters.
Can a CA certify my balance sheet for a loan?
Yes. We prepare and certify financial statements and provisional figures for loan applications, with UDIN for bank verification.
Do you help with home loan income documentation?
Yes. For salaried and self-employed applicants, we prepare income computations, ITRs and supporting statements that lenders require.