Loan & Finance Advisory

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Expert Loan & Finance Advisory Services

Tailored Financial Solutions for Your Business Growth

At CA Yash Garg, we provide comprehensive Loan & Finance Advisory services to help businesses secure the right financing solutions and manage their financial health. Whether you’re looking to acquire a loan, streamline your capital structure, or raise funds for business expansion, our expert team is here to guide you through every step of the process.

With in-depth knowledge of financial markets, banking regulations, and loan options, we offer customized financial advice that ensures your business is positioned for long-term success. Our services include loan structuring, negotiation, financial forecasting, and identifying the most suitable financing options. We work closely with clients to understand their specific financial needs and challenges, helping them achieve optimal financing outcomes.

Whether you’re a startup or an established company, our loan advisory services provide solutions to manage debt, improve cash flow, and enhance your creditworthiness. With a focus on transparency and strategy, we ensure that your financial decisions align with your long-term business objectives.

Our financial advisory experts are dedicated to delivering timely and practical solutions that minimize risk and maximize returns, giving your business the tools it needs to grow and thrive.

OUR SERVICES

Expert Loan & Finance Advisory

Leverage our expert Loan & Finance Advisory services to secure the best financing solutions and enhance your business’s financial health for sustained growth.

Loan Structuring & Negotiation

Receive expert advice on structuring and negotiating loans, ensuring favorable terms and optimal financing solutions for your business’s unique needs.

Financial Forecasting

Get accurate financial forecasts to help you make informed decisions, manage cash flow, and ensure your business remains on track for success.

Debt Management & Restructuring

Work with our experts to manage and restructure existing debt, improving cash flow and reducing financial strain while ensuring long-term stability.

Capital Raising Strategie

Explore diverse financing options, including equity and debt, with strategic advice on how to raise capital effectively to fuel your business growth.

Creditworthiness Enhancement

Improve your business’s credit profile with tailored strategies that enhance its creditworthiness, making it easier to secure financing on favorable terms.

Financial Risk Assessment

Identify potential financial risks and receive tailored solutions to mitigate them, ensuring your business remains resilient and prepared for any challenges in the financial landscape.
ABOUT US

Strategic Financial Solutions for Your Business Growth

At CA Yash Garg, we provide comprehensive Loan & Finance Advisory services designed to help businesses navigate the complex financial landscape. With our deep expertise, we offer personalized solutions to secure funding, manage debt, and optimize your financial strategy. We work closely with clients to ensure that their financial goals align with their business needs

  • Tailored Loan Strategies for Business Growth
  • Expert Advice on Debt Management Solutions
  • Access to Diverse Financing Options
  • Comprehensive Financial Planning for Stability
  • Clear Guidance on Investment and Risk

Our advisory services cater to both individuals and businesses, offering insightful advice on securing loans, financing options, and managing cash flow efficiently. With a clear focus on growth, we ensure timely and accurate financial decisions that enhance business performance.

Need Expert Guidance?

Loan & Finance Advisory Services Securing Your Financial Future

Leverage CA Yash Garg’s loan and finance expertise to craft tailored funding strategies. Book a consultation to secure your business’s future with smart, informed financial decisions.

Why Choose Us

Trusted Loan & Finance Advisory Expertise

Partner with CA Yash Garg for tailored loan and finance solutions that maximize opportunities, optimize resources, and provide expert guidance for a secure financial future.

WhatsApp Us
Expert Loan & Finance Advisory Support
Leverage our deep expertise in loan and finance advisory to secure optimal funding, manage liabilities effectively, and achieve your long-term financial goals with confidence.
Customized Loan & Finance Advisory Solutions
Receive tailored loan and finance strategies designed to meet your financial needs, ensuring optimal funding, risk management, and alignment with your long-term financial objectives.
Complete Loan & Finance Advisory Services
From loan selection to financial planning, we handle every aspect of your financing needs with precision, expertise, and commitment, ensuring your goals are met efficiently.
Loan & Finance Advisory Assurance
Ensure your financial decisions are secure with our expert loan and finance advisory services, offering transparency, precision, and alignment with your financial goals every step of the way.
Technology-Driven Finance Solutions
Harness innovative tools and technology to offer secure, precise, and efficient financial strategies, optimizing wealth management and driving sustainable growth for your financial future
Dedicated Financial Advisory & Clarity
Count on our expert team for ongoing support, delivering clear, timely, and customized financial advisory solutions tailored to your investment goals and long-term strategies
TESTIMONIALS

What Saying Customers

4.5 Out of 5 (5 Reviews)
FAQ’s

Frequently Asked Questions

Not all businesses are required to undergo an audit. However, if your business meets certain thresholds (e.g., annual turnover exceeding Rs. 2 crore for tax audits under the Income Tax Act), you must conduct a statutory audit. A CA will advise if your business needs one.
For tax filing, you will need your income statements, expense receipts, previous year’s tax returns, investment documents, and any other relevant financial records. Our team can guide you on specific requirements.
To form a Private Limited Company, the following requirements must be met:
  • Minimum 2 directors (at least one must be a resident of India).
  •  Minimum 2 shareholders (can be the same as directors).
  •  Registered office address: The company must have a physical address for communication and legal notices.
  •  Director Identification Number (DIN): Every director must have a DIN, which is obtained by filing an application with the Ministry of Corporate Affairs (MCA).
  •  Digital Signature Certificate (DSC): A DSC is required to sign electronic document
The basic documents needed for filing an ITR include:
  • PAN (Permanent Account Number).
  • Aadhaar Card (linked with PAN).
  • Form 16 (for salaried individuals) or Form 26AS (for all taxpayers to verify tax credits).
  • Bank statements for interest income.
  • Details of other income like rental income, capital gains, etc.
  • Proof of deductions such as Section 80C (life insurance, PPF), Section 80D (health insurance premiums), etc.
  • TDS certificates (if any).
  • Details of property sold or purchased.
  • Details of foreign income or assets (if applicable).
  • Previous year’s ITR (if available).
Your CA will inform you of any additional documents depending on your financial scenario.
The due date for filing an ITR is generally 31st July of the assessment year for individuals, except in cases where the taxpayer is required to get their accounts audited. In such cases, the deadline is usually 31st October. However, the government can extend the deadlines based on certain circumstances.
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Explore expert insights, tax updates, financial news, and business strategies to stay ahead in the ever-evolving financial world.

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