INCA

INCA TECH ASSOCIATES

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Digital Advisory & Assessment Portal

Business Loan Eligibility / Enquiry Form

Capture preliminary business, financial, compliance, and collateral information required for assessing loan eligibility, lender fitment, and funding feasibility.

1. Applicant & Loan Enquiry Details

Applicant / Entity Name *

Contact Person Name *

Email Address *

Mobile / Phone Number *

Constitution *

Loan Type Required *

Loan Amount Required (in Rs.) *

Purpose of Loan *

Expected Loan Tenure *

Preferred Security *

2. Preliminary Eligibility Assessment - Three Year Review

Provide metric details for Year 1, Year 2, and Year 3 to perform initial eligibility screening and lender fitment analysis.

Parameter / Metric	Year 1	Year 2	Year 3	Trend / Status	Remarks
Vintage of Business Years of operation, business continuity, ownership stability
Turnover Annual gross sales / operating revenue (Rs.)
Profitability EBITDA, PAT, cash profit, margin stability (Rs. / %)
Banking Conduct Average bank balance, cheque returns, inward/outward, EMI track record
Credit History CIBIL / bureau score, overdue history, NPA, settlement, restructuring
Existing Debt & Obligations Outstanding loans, EMI obligations, DSCR, repayment comfort
Collateral Strength Property ownership, valuation, marketability, legal title, encumbrance

3. Supporting Documents (Indicative Document Checklist)

Upload available supporting documents. Allowed formats: PDF, DOC, DOCX, XLS, XLSX, JPG, JPEG, PNG (Max 10MB per file). Multiple files allowed.

KYC Documents

KYC documents of company, promoters, directors, partners, and guarantors.

Click or drag files to upload

Supports: PDF, DOC, DOCX, JPG, PNG (Max 10MB)

PAN, GST, Udyam & Registration

PAN, GST certificate, Udyam, CIN, partnership deed / MOA / AOA / board resolution.

Click or drag files to upload

Supports: PDF, DOC, DOCX, JPG, PNG (Max 10MB)

Audited Financials & ITRs

Audited financial statements, ITRs, tax audit reports, and provisional financials.

Click or drag files to upload

Supports: PDF, DOC, DOCX, JPG, PNG (Max 10MB)

Bank Statements (6 to 12 Months)

Bank statements for the latest 6 to 12 months for all operating accounts.

Click or drag files to upload

Supports: PDF, DOC, DOCX, JPG, PNG (Max 10MB)

Existing Loan Documents

Sanction letters, repayment schedules, outstanding statements, and collateral details.

Click or drag files to upload

Supports: PDF, DOC, DOCX, JPG, PNG (Max 10MB)

Property & Collateral Documents

Property documents, valuation report, title search, tax receipt, and encumbrance details.

Click or drag files to upload

Supports: PDF, DOC, DOCX, JPG, PNG (Max 10MB)

Sales Pipeline & Orders

Sales pipeline, work orders, purchase orders, major client details, and debtor-creditor ageing.

Click or drag files to upload

Supports: PDF, DOC, DOCX, JPG, PNG (Max 10MB)

Any Other Supporting Documents

Any additional documents, project profiles, or certificates supporting your loan request.

Click or drag files to upload

Supports: PDF, DOC, DOCX, JPG, PNG (Max 10MB)

4. Applicant Declaration

I / We confirm that the information submitted in this enquiry form is true, complete, and accurate to the best of my / our knowledge. I / We authorize INCA Tech Associates and its lender / investor associates to review the submitted information, conduct preliminary checks, and seek additional documents or clarifications for loan eligibility assessment.

I accept and agree to the declaration statement above *

Authorized Signatory Name *

Designation *

Date *

Important Notice & Professional Advice

Preliminary assessment only: This form is for enquiry and initial eligibility screening. It does not constitute a sanction, commitment, approval, offer, or guarantee of funding by any bank, NBFC, investor, or financial institution.
Lender discretion: Final eligibility, pricing, collateral requirement, repayment structure, and sanction terms are subject to independent credit appraisal, due diligence, internal policy, risk assessment, and documentation by the proposed lender or investor.
No investment or legal advice: The contents of this form are for informational and facilitation purposes only. Applicants should obtain independent legal, tax, accounting, financial, and regulatory advice before accepting any loan or investment arrangement.
Accuracy of information: Any inaccurate, incomplete, misleading, or withheld information may result in rejection, delay, withdrawal of sanction, or revision of terms.
Confidentiality: Client information will be treated as confidential and shared only with relevant lenders, investors, advisors, or professional associates for the purpose of funding evaluation and transaction processing.

Professional View: A strong loan proposal should demonstrate business stability, clear repayment capacity, clean banking conduct, transparent ownership, realistic projections, and sufficient security or cash-flow comfort. Applicants are advised to present facts conservatively, avoid overstatement of projections, and keep all supporting documents ready before lender discussions.