Led by chartered accountants · Nashik

Banker-grade appraisal,
before your file reaches the bank.

RPD Financial Solutions Pvt. Ltd. structures debt for MSME and mid-market promoters across Maharashtra. We build the appraisal a lender would otherwise build after you apply — CMA data, project report, DSCR and end-use justification — then place the mandate with the one lender whose policy fits it.

  • Appraisal built in-house by CAs
  • One matched lender, not ten applications
  • Fees agreed in writing before we start

What you actually get

The work, named

The full method →

Most consultants describe an outcome. These are the documents that leave our office on your mandate — the same pack a bank's own credit team would assemble, prepared before the file is submitted rather than demanded after it.

01

CMA data

Credit Monitoring Arrangement statements — audited past years, current position and projected years, in the format your lender actually accepts.

02

Detailed Project Report

Technical and commercial write-up for a new or expanding project: capacity, cost, means of finance, market and implementation schedule.

03

DSCR and repayment modelling

Debt service coverage worked through the tenure, with a sensitivity view so the repayment survives a bad year rather than only a good one.

04

TOL/TNW and leverage appraisal

Total outside liabilities to tangible net worth, current ratio, leverage and turnover ratios — the numbers a credit note is written around.

05

Working capital assessment

Limit sized to your operating cycle and holding levels, computed on the basis your lender applies rather than a round figure.

06

End-use justification note

A documented purpose for the borrowing, tied to the project or the cash cycle it funds.

See all nine deliverables, and the seven steps they come out of →

The method

Seven steps, published

Publishing the method is what separates an adviser from a broker. This is ours, in the order it happens.

  1. 01

    Financial SWOT

    We read the last three years of financials, the current book and the security available, and tell you plainly what a credit officer will see. Strengths get built into the proposal; weaknesses get addressed before a lender finds them. This starts with a free 15-minute eligibility assessment.

  2. 02

    Instrument design

    Term loan or cash credit, LAP or project finance, one facility or a mix — the instrument is chosen against your cash cycle and repayment capacity, not against whatever the nearest bank happens to be pushing this quarter.

  3. 03

    End-use justification

    A credit committee sanctions a purpose, not an amount. We document what the money buys, why it earns, and how it services itself — the step most files skip and the one that most often decides them.

  4. 04

    Banker-grade appraisal

    Our chartered accountants build the appraisal pack the bank would otherwise build after you apply: CMA data, projections, DSCR, TOL/TNW and working-capital assessment. The file reaches the credit desk already answering its questions.

  5. 05

    Lender matching

    Your file goes to the lender whose written policy fits your profile — sector, vintage, security, banking conduct — rather than to ten lenders at once. Ten applications leave ten enquiry footprints and ten chances to be recorded as declined.

  6. 06

    Documentation and gap-fixing

    Most rejections are not credit calls; they are incomplete files, mismatched GST and books, unregistered charges, stale valuations. We audit the documentation and close the gaps before submission rather than after a rejection.

  7. 07

    Sanction, disbursal and after

    We follow the file through credit, sanction terms, and disbursal — and stay on for what the sanction obliges you to keep doing: stock and book-debt statements, renewals, subsidy claims and compliance MIS.

How we work, in detail

What we arrange

Debt across eight verticals

All services →

Government schemes

Subsidy is a separate file from your loan

PMEGP, CMEGP, CGTMSE, Stand-Up India, PMFME and the state Package Scheme of Incentives all have their own eligibility, their own filing and — the step most units lose — their own claim process after sanction. We run the scheme layer end to end, including the compliance the approval obliges you to keep filing.

MSME schemes & subsidy →

Industry knowledge

Files are read by sector, so we work by sector

An onion trader in Pimpalgaon, a foundry in Kolhapur and a powerloom unit in Malegaon do not fail credit for the same reasons. We tag every mandate by sector so the appraisal argues in the terms that sector's lenders actually use.

Industries we serve →

Areas we serve

Nashik-based, working across Maharashtra

Assessment and appraisal are done from our Nashik office; lender relationships run across the state.

Insights

How lending decisions actually get made

All insights →

Common questions

Are you a bank or a broker?

Neither. We are a chartered-accountant-led debt advisory firm. We build the appraisal — CMA data, projections, DSCR, project report — and then place the mandate with the lender whose policy fits it. The lending is done by banks and NBFCs; the case for lending is built here.

What does the free assessment cover?

Fifteen minutes on your requirement, your last financials in outline and the security available, ending with a plain answer on what is raisable and on what basis. If we take the mandate on, you get a written fee proposal — not free file work.

Do you publish your fees?

We publish the model: a retainer for the appraisal work and a success fee on sanction, sized to the mandate and agreed in writing before anything starts. The figures for your file are quoted in that proposal.

Which lenders do you work with?

Nationalized, private and co-operative banks and NBFCs. Which of them sees your file depends on your profile, not on our convenience.

Where do you operate?

From Nashik, across Maharashtra. Assessment and appraisal work happens here; lender relationships extend across the state.

Start with fifteen minutes.

A free eligibility assessment, ending in a plain answer on what is raisable and on what basis. If we take the mandate, you get a written fee proposal before any work begins.