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Project Report Services – CMA Data, Business Plan & Financial Projections

Professional Reports That Build Trust With Banks, Departments & Investors A project report is the backbone of any new business setup, expansion plan, bank loan application, or government subsidy scheme. It presents the complete financial, technical, and operational picture of your business idea, helping bankers, investors, and government departments evaluate your proposal.

At Tax Craft Services, we specialize in preparing accurate, attractive, and compliant project reports (CMA Data), DPRs, business plans, and subsidy-based financial projections for all business types—manufacturing, trading, services, or startups.

1. Legal & Compliance Importance of a Project Report
Why is a Project Report Required?
Purpose Requirement
Bank Loan (CC/OD/Term Loan)Mandatory CMA data with balance sheets and cash flows
Government Subsidy (PMEGP, MSME)Detailed project report for eligibility assessment
Business Startup or ExpansionBudget planning, investor presentations
ROC or MCA Filings (for Companies)Projections and business plans submitted with incorporation documents
Financial RestructuringProfitability, repayment ability and loan restructuring plan
Relevant Laws and Bodies:
  • RBI Loan Policy Guidelines
  • Income Tax Act (Sec 44AB - project-based tax audits if required)
  • Companies Act, 2013 (for projections & MCA-related documents)
  • Banking Regulations (CMA format defined by IBA/RBI)
  • Industrial/Subsidy Policies (require investment, margin, and output calculations)
2. Documents Required to Prepare a Project Report
To prepare a customized and bank-compliant report, we typically need:
  • Business KYC – PAN, Aadhaar, GST, MSME certificate
  • Business Profile – Nature of activity, ownership details
  • Past Financials – Balance sheet, P&L (2–3 years, if applicable)
  • Loan Details – Existing EMIs, CC/OD limits
  • Quotation of Assets – Machines, tools, furniture, etc.
  • Details of Land & Building – Rent/lease/ownership proof
  • Staffing Plans – Number of workers, salaries
  • Estimated Income & Expenses
  • Purpose of Loan – Term loan, WC, machinery, expansion, etc.
3. Key Components of a Professional Project Report
  • Executive Summary – Overview of project
  • Promoter Background – Experience, skills, vision
  • Business Model – Process, product/services
  • Market Analysis – Competition, demand & growth
  • SWOT Analysis
  • Project Cost & Funding – Total investment, promoter margin, loan requirement
  • Sales Forecast
  • Profit & Loss Estimates
  • Balance Sheet & Ratios
  • Cash Flow & Repayment
  • Break-even Analysis
  • Risk Factors & Mitigation Plan
4. Common Uses of Project Reports
  • Term Loan for Machinery / Building / Vehicle
  • Working Capital Loans or OD/CC Limits
  • Mudra / PMEGP / Stand-up India Loans
  • MSME Subsidy Support Projects
  • Startup Pitching for Seed Funding
  • Export Unit Setup Reports
  • Food / Agro / Textile / Service Industry Projects
5. Risks & Penalties for Improper Reporting
MistakePossible Outcome
Misrepresentation of dataRejection of loan or blacklisting
Lack of proper financial ratiosLoan approval denied or downgraded
Missing promoter contributionBank asks for higher margin or collateral
No break-even or cash flow dataRejection due to unclear repayment ability
Fabricated quotations or pricingFraud charges + subsidy recovery + disqualification
6. Our Project Report Services – Step-by-Step Process

We offer 100% customized, banker-ready reports for all business types, from ₹5 lakh to ₹5 crore projects.

A. Understanding Business Requirements
  • Consultation with business owner
  • Understanding of funding or subsidy requirement
  • Guidance on what schemes/reports apply
B. Data Collection & Analysis
  • Gathering of KYC, asset, and financial details
  • Studying the market and business plan
  • Advising on best asset structure and cost distribution
C. Project Report Drafting
  • Drafting of CMA Data or DPR
  • Inclusion of financial ratios, DSCR, break-even point
  • Tailoring to bank-specific templates (SBI, Canara, etc)
  • Multiple-year projections (3/5/7-year models available)
D. Final Submission & Assistance
  • Preparing PDF + Excel file versions
  • Providing promoter profile and annexures
  • Coordinating with bank officials
  • Revisions if required
E. Legal & Subsidy Support
  • Legal declarations or affidavits (if required)
  • Linking project with Udyam, GeM, PMEGP, etc.
  • Attachments with DIC / KVIC / MSME subsidy proposals
  • Help for interest subvention or capital subsidy
Who Needs Project Report Services?
  • Traders, Small & Medium Manufacturers
  • Startups and IT/Service Providers
  • Hospitals, Schools, Clinics
  • Agro & Food Processing Units
  • Retailers, Wholesalers & E-commerce Businesses
  • Transport, Warehousing & Logistics Units
Why Choose Tax Craft Services?
  • 25+ Years of Experience in Financial & Loan Documentation
  • Reports Accepted by Banks, NBFCs, and Government Authorities
  • CMA Data, DPR, Working Capital, and Startup Plans
  • Personalized Attention to Your Business Goals
  • Kannada / Hindi / English Language Support
Let Your Project Speak for Itself – Get a Professional Report Now

Whether you need a project report for a loan, subsidy, expansion, or compliance, we’re here to help you present it right.

  • Email: info@taxcraftservices.com
  • WhatsApp: +91-97405 21003
  • Website: www.taxcraftservices.com