Get Projected Financials Certificate or Provisional Financial Statements by CA – For Loans, Business Planning & Tenders
Whether you’re planning a new business expansion, applying for a bank loan, bidding for a large contract, or presenting to investors—projected financial statements play a vital role. In such cases, financial institutions and authorities often ask for Projected Financials Certificate or Provisional Financial Statements certified by a Chartered Accountant (CA).
At Taxfixy, we help you prepare professionally verified and accurate Projected/Provisional Financial Statements in CA-certified formats that are accepted by banks, NBFCs, investors, and government agencies across India.
What are Projected Financials and Provisional Financials?
Projected Financials Certificate is a forecast of your future financial performance—typically for the next 1 to 5 years—based on assumptions like expected revenue, expenses, investment, and growth plans.
Provisional Financial Statement, on the other hand, represents your estimated or unaudited performance for a past period—commonly used when audited results are not yet available.
Both types are certified by a practicing CA after reviewing the assumptions or management-provided data.
📊 When Are They Required?
These certificates are commonly required for:
- Business loan applications (CC, OD, term loan)
- Project funding proposals to banks or NBFCs
- Startup fundraising decks
- MSME loans or CGTMSE schemes
- Government or PSU tenders
- Investor presentations or valuation exercises
- Franchisee or brand expansion plans
- Company registration under Startup India / DPIIT
Banks and tendering authorities often ask for future projections of turnover, profit, capital structure, and working capital—duly certified by a Chartered Accountant.
What Does the Certificate Include?
A typical Projected Financials Certificate includes:
- Projected Turnover / Revenue
- Estimated Cost of Sales / Gross Profit
- Projected Expenses
- EBITDA and Net Profit
- Capital Investment plans
- Working Capital & Cash Flow estimation
- Balance Sheet (future position)
- Assumptions made for revenue, cost, margins, and growth
A Provisional Statement usually includes:
- Provisional Profit & Loss Account
- Provisional Balance Sheet
- Statement of Capital, Reserves, Debtors, and Liabilities
- Notes explaining variances (if any)
Both come with a CA certification on the company’s letterhead, signature, and membership details.
Documents Required
To issue Projected or Provisional Financial Statements, we generally ask for:
- Last 1–2 years audited financials (if available)
- Current year unaudited figures (for provisional)
- Business plan, expansion plan, or project report (for projections)
- GST returns / ITR (if applicable)
- Management assumptions for future growth
- Bank loan requirement letter or tender notice (optional but helpful)
Our team assists you in compiling and formatting all financial data as per requirement.
Why Choose Taxfixy?
- Professional Chartered Accountants experienced in financial modeling
- Standard formats acceptable by banks and tender authorities
- Quick turnaround – delivery in 2 working days
- PAN India Service – 100% online
- Custom reports for specific tenders or bank formats
- Confidential handling of financial data
- Affordable and transparent pricing
Whether you’re a new entrepreneur, startup, or growing business—we make your financial presentation credible and compliant.
🏦 Sample Use Cases
- A startup applying for a ₹20 lakh term loan under CGTMSE needs 3-year projected P&L
- A manufacturing company participating in a railway tender must submit provisional financials with bid
- A CA is required to certify future turnover and EBITDA for a franchise proposal
- An LLP expanding operations presents a 2-year projected statement to an NBFC
How to Apply
- Call or WhatsApp us at +91 7048914151 or email support@taxfixy.com
- Share business documents and your financial assumptions / data
- Make the payment
- Our expert CA reviews, formats, and certifies the statements
- Get your signed PDF certificate/report (hard copy available if needed)
Our reports are formatted for direct submission to banks, tenders, or investors.
Accepted By
- Nationalized and Private Banks
- NBFCs and lending platforms
- Public sector tendering departments
- Startup India / DPIIT
- Foreign embassies and business visa authorities
- Private equity and angel investors
Get Started with Taxfixy
Don’t let financial paperwork hold you back from growth or funding.
Email: support@taxfixy.com
Call / WhatsApp: +91 7048914151
Website: https://taxfixy.com
We’ll help you get a professionally drafted and CA-certified financial projection or provisional statement—accepted across India.
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