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ICAI Firm Reg No. 016835S+91 97033 11757
Working capital, term loan, or CC limit — here's the document list banks typically request plus the CMA data a CA prepares.
Banks ask for a Credit Monitoring Arrangement (CMA) data statement alongside standard KYC and financial documents. Use this list to prepare a complete loan application file.
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Includes projected P&L, Balance Sheet and Cash Flow for 3 years.
Have us review your documents, prepare the filing or registration, and answer every follow-up question you have — handled end-to-end by qualified Chartered Accountants.
Other document lists commonly paired with documents for bank loan / cma data.
Complete document list for filing your income tax return as a salaried individual — Form 16, bank statements, investment proofs and more.
Everything you need to file your business or professional income tax return — P&L, balance sheet, GST reconciliation and more.
Last reviewed by CA Ankita Jainik Soni on 15 June 2026. A B Musani And Company is a firm of Chartered Accountants registered with the Institute of Chartered Accountants of India (ICAI Firm Reg No. 016835S).