Practice Area 10

Project Finance & Business Advisory

Unlocking institutional debt and equity funding with bankable project reports and seasoned financial modeling.

Partner-Led Delivery

Overview & Scope of Practice

Bank project reports, feasibility studies, CMA data, bank/NBFC loan proposals, equity/FDI facilitation, and financial projections & budgeting.

Professional Project Finance & Business Advisory Practice

Bank project reports, feasibility studies, CMA data, bank/NBFC loan proposals, equity/FDI facilitation, and financial projections & budgeting.

At Y K Chaturvedi & Co., our project finance & business advisory practice delivers rigorous statutory compliance, end-to-end documentation accuracy, and direct partner supervision to protect your business against non-compliance liabilities.

Strategic Business Benefits

  • 19+ Years Practice Leadership: Partner CA Yogesh Kumar Chaturvedi brings nearly two decades of banking compliances, project finance, and debt syndication acumen.
  • Bank-Approved CMA Data: Comprehensive Credit Monitoring Arrangement (CMA) models that withstand scrutiny from nationalized and private bank credit committees.
  • Optimized Borrowing Costs: Guidance on choosing the right mix of cash credit, letter of credit, bank guarantees, and term loans to minimize financial cost.
  • Actionable MIS & Budgeting: Empowering business owners with real-time cash flow projections, variance analyses, and profitability forecasts.

Our Step-by-Step Execution Process

  1. Step 01 - Project & Financial Diagnostic: Understanding the capital expenditure, capacity utilization, market demand, and revenue drivers.
  2. Step 02 - Financial Modeling & CMA Generation: Developing 5-7 year integrated financial models, DSCR, IRR, sensitivity metrics, and CMA reports.
  3. Step 03 - Lender Interface & Sanction Follow-up: Submitting proposals to banks/NBFCs, answering credit officer queries, and facilitating inspections.
  4. Step 04 - Documentation & Disbursement: Reviewing sanction letters, assisting with mortgage and hypothecation paperwork to ensure timely disbursement.

At Y K Chaturvedi & Co., assignments in project finance & business advisory are managed with strict statutory compliance, digital accuracy, and direct partner supervision to insulate your organization from regulatory non-compliance, litigation risks, and penalties.

Scope of Services Included6 Specialized Areas

Project reports and feasibility studies
CMA data and bank / NBFC loan proposals (secured and unsecured)
Assistance in raising finance including equity placement and FDI
Financial projections, MIS and budgeting
Working capital assessment and term loan syndication
Debt restructuring and OTS advisory

Key Strategic Benefits & Value

01

19+ Years Practice Leadership

Partner CA Yogesh Kumar Chaturvedi brings nearly two decades of banking compliances, project finance, and debt syndication acumen.

02

Bank-Approved CMA Data

Comprehensive Credit Monitoring Arrangement (CMA) models that withstand scrutiny from nationalized and private bank credit committees.

03

Optimized Borrowing Costs

Guidance on choosing the right mix of cash credit, letter of credit, bank guarantees, and term loans to minimize financial cost.

04

Actionable MIS & Budgeting

Empowering business owners with real-time cash flow projections, variance analyses, and profitability forecasts.

Our Structured Execution Methodology

Phase 01
Project & Financial Diagnostic

Understanding the capital expenditure, capacity utilization, market demand, and revenue drivers.

Phase 02
Financial Modeling & CMA Generation

Developing 5-7 year integrated financial models, DSCR, IRR, sensitivity metrics, and CMA reports.

Phase 03
Lender Interface & Sanction Follow-up

Submitting proposals to banks/NBFCs, answering credit officer queries, and facilitating inspections.

Phase 04
Documentation & Disbursement

Reviewing sanction letters, assisting with mortgage and hypothecation paperwork to ensure timely disbursement.

Frequently Asked Questions: Project Finance & Business Advisory

Credit Monitoring Arrangement (CMA) data is an analytical presentation of past, current, and projected financial statements required by banks to evaluate working capital needs (MPBF) and term loan debt servicing capability (DSCR).
Book Service Consultation

Enquire About Project Finance & Business Advisory

Speak directly with a partner from our Vasai offices.

Direct Partner Supervision. All client matters treated with utmost professional confidentiality.

Confidential & Partner-Led Advisory

Discuss Your Project Finance & Business Advisory Requirements

Book a partner-led consultation at our Vasai West or Vasai East office, or schedule a virtual review.

Send an Enquiry
Head Office: Vasai West (Ambadi Rd)
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Branch Office: Vasai East (Infinity Square)
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Direct Call: +91 93221 65502