CA-led business finance advisory
Structured funding advice for projects, working capital and business growth, supported by professional insight across finance, audit and taxation.
For manufacturers, traders, service businesses and growing enterprises.
Structure first.
Funding follows.
Business finance solutions
We assess the requirement, strengthen the proposal and coordinate the documentation process. Every facility remains subject to lender policy, eligibility and independent credit assessment.
Advisory for greenfield projects, brownfield expansion, new capacity, plant and machinery, infrastructure and takeover of existing facilities.
Assessment and structuring of fund-based limits around the operating cycle, cash flows and seasonal business requirements.
Support for non-fund based facilities used in tenders, contracts, performance obligations, procurement and trade.
Working-capital solutions against eligible receivables to help shorten collection cycles and improve liquidity.
Assessment and documentation support for secured business funding against eligible residential, commercial or industrial property.
Guidance for eligible residential purchase, construction and balance-transfer requirements, including documentation coordination.
Project finance
Project funding is more than a loan application. We connect the commercial plan, promoter contribution, projected cash flows, security profile and repayment capacity into one coherent proposal.
Discuss a projectNew manufacturing, service and infrastructure ventures.
Capacity enhancement, modernization and additional machinery.
Review and support for eligible restructuring or transfer requirements.
Project report, CMA data, projections and documentation coordination.
Working capital management
Facilities designed around inventory, receivables, procurement, contracts and recurring cash-flow needs.
Assessment of limits aligned with turnover, inventory and receivable cycles.
Structured reduction facilities for eligible business and secured requirements.
Non-fund limits for tenders, performance commitments, procurement and trade.
Receivable-linked liquidity through invoice discounting, factoring and TReDS support.
Additional facilities
The right finance is not simply the largest limit. It is the facility that fits your operating cycle, supports growth and remains serviceable through changing business conditions.
Our advisory perspective
A disciplined process
Understand the business, requirement, operating cycle and current borrowing profile.
Evaluate suitable facilities, sizing, tenure, repayment and security considerations.
Organize financial information, projections, CMA data and supporting documents.
Support queries, documentation flow and communication through the evaluation process.
of professional experience across finance, audit and taxation.
A group of professionals
Shree Consulting is led by a practising Chartered Accountant and works with a network of professionals across finance, accounting, taxation and compliance. This connected approach helps us view funding requirements through both a commercial and financial lens.
Supporting professional services
Our accounting and tax capabilities complement the finance advisory process and help businesses maintain reliable financial information.
Audit and assurance support in accordance with applicable professional and regulatory requirements.
GST registration, returns, reconciliations, notices and practical compliance support.
Return filing, tax planning support, assessments and representation assistance.
Books of account, MIS, financial statements and management information support.
Business management services
Alongside finance, audit and tax work, we support management and accounting teams with assignment-specific reviews, lender compliances and reliable operating information.
Focused reviews designed around a specific management concern, process or transaction stream, with the scope agreed in advance.
Ongoing support for timely renewal of fund-based and non-fund based facilities and recurring submissions to banks or NBFCs.
Practical assistance to the accounting department before and during stock audits conducted for banks and financial institutions.
Management information that connects accounting records with liquidity, drawing power and operational decision-making.
Businesses we support
Service areas
Start a conversation
Call, WhatsApp or email us to discuss your requirement and arrange an office consultation by appointment.
