Service 06

Financial Services

Clean books, funded growth.

Our financial services team works with promoters, SMEs and property owners who need more than bookkeeping. We structure funding for projects, keep compliance current, and give owners the monthly numbers they actually need to make decisions.

Vistaara Group
SMEs
Books, compliance and MIS
Developers
Project and construction finance
Individuals
Home loans and structuring

What's Included

Scope of Work

01

Project Funding Advisory

Debt structuring, lender presentations and coordination through sanction and disbursal.

02

Home & Commercial Loans

Comparison across lenders, documentation support and end-to-end follow-up.

03

Accounting & MIS

Monthly books, cash-flow statements and a dashboard of the metrics that matter.

04

Taxation & Compliance

GST, TDS and income tax filings, plus statutory registrations and renewals.

05

Business Advisory

Costing reviews, pricing support, working capital planning and budget control.

06

Investment Structuring

Entity structuring and documentation for property and business investments.

How We Work

Our Process

01

Financial review

We look at current books, obligations, cash flow and funding requirement.

02

Plan

A written recommendation covering structure, lender options and compliance gaps.

03

Execution

Documentation, submissions, lender liaison and filing calendars put in place.

04

Ongoing reporting

Monthly MIS and quarterly reviews so nothing is discovered at year end.

Good to Know

Common Questions

Do you guarantee loan approval?

No advisor honestly can. What we do is present your case correctly to the right lenders, which materially improves both approval odds and terms.

Can you work alongside our existing CA?

Frequently. We handle advisory and MIS while your CA continues statutory audit and filings.

Free Vistaara Audit

Get a free assessment of your Financial Services requirement.

Share the brief and our specialists will send back a written view on scope, timeline and cost bands — at no cost and with no obligation.

Phone · +91 86886 57535

Email · info@vistaaragroup.in

Request your free audit

Takes under two minutes. Response within one working day.

No obligation. No cost. A clear, written assessment of your requirement.

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