Financial Strategy & Growth Consulting

Get a Clear Finance Roadmap for Your Business.

Finey India helps plan your funding, prepare project reports, build CMA data and compare lender offers so you can take better financial decisions.

Project Reports CMA & Banking Formats Cashflow & Repayment Planning
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Consulting scope can be customised as a one-time assignment or an ongoing engagement, based on your requirement.

What We Help You With
Planning · Documentation
Planning & Strategy
  • Overall funding strategy discussion
  • Mix of term loan, OD/CC and other facilities
  • Cashflow and repayment planning
Documentation & Presentation
  • Project report / DPR preparation
  • CMA data and bank-specific formats
  • Basic pitch and summary notes for lenders
Why Financial Strategy Matters
Growth · Risk
For Growth
  • Better clarity on how much to borrow
  • Aligns funding with business milestones
  • Helps you speak the lender’s language
For Risk Management
  • Avoids over-leverage and cashflow stress
  • Improves chances of smooth repayments
  • Helps compare offers beyond just interest rate
Common Questions
FAQs
Is this only for big companies? No. It is useful for MSMEs and growing businesses that are planning serious borrowing.
Will Finey arrange the loan also? Where suitable, strategy work can be combined with loan facilitation via partnered lenders.
Can I use the project report with any bank? Yes, with minor format changes as per each bank’s requirement.
Is this a one-time exercise? You can choose one-time project work or ongoing review as your business grows.
Planning a new project or expansion?
Share basic details and we’ll help you structure a clear funding plan.
↓ Share project/strategy requirement
Share Requirement

Discuss Financial Strategy with Finey

Tell us about your existing business or proposed project so we can suggest a suitable financial strategy.