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Project Funding Advisory
Channel • 1 follower • 1️⃣ CLIENT SCREENING FORM (Send before any discussion)
Subject: Project Funding Pre-Screening Form
Please provide the following details:
A. Basic Details
Company Name
Constitution: Pvt Ltd / LLP / Partnership / Proprietorship
Registered Address
Promoter Name & Experience
B. Financial Details
Last 3 Years Turnover
Profit / Loss Statement
Existing Loans & Liabilities
CIBIL / Bank Status (Standard / NPA)
C. Project Details
Funding Amount Required
Purpose:
Expansion / New Project / Working Capital / NPA Settlement
Project Location
Own Investment (Promoter Contribution)
D. Documents Required
Company PAN & GST
Last 3 years IT Returns
Bank Statements (6–12 months)
Project Report / DPR
Land Documents / Lease
Approvals / Licen


