Grow and secure your business with Financial Advisory
Access professional advisory for credit facilities, corporate insurance policies, and low-volatility investment funds tailored for companies.
Pan-India Representation: 100+ CAs, CSs & Advocates Nationwide
100% digital convenience backed by verified local experts available if a physical tax notice or hearing needs handling in your city.
Why Loans & Investments Matters
Tailored Credit Solutions
Strategic advice on securing term loans, cash credit (CC), overdraft (OD) facilities, or Mudra schemes at lowest interest.
Wealth Growth
Maximize surplus business capital with customized mutual fund baskets, treasury plans, and fixed deposits.
Risk Management
Safeguard physical assets and key executives with Keyman insurance, employee health plans, and marine insurance.
Expert Network
Leverage our direct connections with leading banks, insurance providers, and asset management companies.
Who is eligible
- Proprietorships, partnership firms, LLPs, Private Limited companies, and individuals.
- Businesses seeking expansion capital, machinery funding, or investment portfolios.
- Promoters wishing to structure tax-saving corporate insurance programs.
Important Guidelines
- !CIBIL score of promoters must ideally be 700+ for favorable bank loan interest rates.
- !Past financial statements must match bank deposits exactly to prevent loan rejection.
Documents required
- Financial Statements (audited balance sheets and P&L for last 3 years, if applicable)
- Bank Statements (primary business accounts for last 12 months)
- Promoter profiles, KYC (PAN, Aadhaar), and credit history (CIBIL report)
- Detail of business assets (for insurance coverage planning)
- Income Tax Returns (ITR) of promoters and entity for last 3 years
How we get it done
Needs Analysis
We analyze your funding, risk protection, or investment goals.
Comparison Check
We evaluate loan rates, mutual fund returns, or insurance policies across top market providers.
Proposal Drafting
We package your profile, loan applications, or investment briefs.
Matchmaking & Closing
We connect you with verified banking partners, insurers, or AMC managers to close.
Transparent, all-inclusive pricing
Investment / Insurance Advisory
₹1,999
- Asset allocation review
- Mutual fund recommendations
- Keyman & Asset insurance audit
Debt / Business Loan Advisory
₹4,999
- Term loan / CC / OD eligibility check
- Bank document matching checklist
- Direct bank matchmaking
- Priority support
Common questions
Ready when you are
Share your details and a Prime Core expert will get in touch within 30 minutes.