A Project Report is a formal document that outlines a business's goals, operational plans, financial forecasts, and market strategy. It is commonly used for applying for bank loans, government schemes, or presenting a new business idea to investors.

CMA Data (Credit Monitoring Arrangement) is a detailed financial report required by banks and financial institutions to assess the creditworthiness of a business. It includes past financial performance, future projections, and fund requirements to evaluate the company’s ability to repay loans.

Documents Required for Project Report and CMA Data Preparation:

• PAN Card & Aadhaar Card of Proprietor/Partners/Directors
• Business Registration Proof (GST Certificate, MSME, etc.)
• Last 3-5 Years Audited Financial Statements (if available)
• Bank Statements for last 6 months
• Details of Existing Loans (if any)
• Quotation for Machinery or Equipment (if loan is for purchase)
• Business Plan Details (Objectives, Target Market, Products/Services)
• Projected Financials - P&L, Balance Sheet, Cash Flow for 3–5 years
• Income Tax Returns of business/proprietor for last 2–3 years
• Photographs and KYC documents of promoters