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Financial Services

Aggarwal Mahesh & Co. supports businesses at every stage of their financial journey — from startup formation and bank loan documentation to MSME advisory and investor-ready financial projections. Our financial advisory team brings deep domain expertise to help you achieve your growth objectives.

What We Offer

CMA Data & Project Reports

Preparation of Credit Monitoring Arrangement (CMA) data and detailed project reports for bank loans, working capital assessment, and term loan applications — as per bank requirements.

Provisional & Projected Financials

Preparation of projected financial statements (P&L, Balance Sheet, Cash Flow) for new businesses, loan purposes, and investor presentations.

Startup Incorporation & Advisory

End-to-end support for incorporating startups — company/LLP registration, Startup India recognition, DPIIT registration, and ongoing compliance advisory.

MSME Registration & Advisory

Udyam Registration (MSME) and advisory on MSME benefits, government schemes, priority sector lending, delayed payment provisions, and Credit Guarantee Scheme.

Business Valuation

Valuation of businesses, shares, and assets for M&A transactions, ESOP schemes, regulatory purposes, and investor negotiations.

Financial Restructuring Advisory

Advisory on debt restructuring, NPA resolution, OTS (One Time Settlement) negotiations with banks, and financial turnaround strategies for stressed businesses.

Why Choose Us?

  • Bank-ready CMA data accepted by all major nationalised and private banks
  • Deep understanding of MSME schemes and government incentive programs
  • Startup-friendly advisory at affordable, transparent pricing
  • End-to-end support from financial modelling to loan disbursement
  • Sector expertise: Manufacturing, Retail, Services, IT, Real Estate