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Checklist to choose the right financial partner


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Checklist to choose the right financial partner. SMEs face a difficult time in gaining access to finance and the prevailing financial climate aggravates the situation so much more.
Given this, SMEs ought to seek a dependable financial partner who can advise them on how to meet their credit
requirements in uncertain times such as these. In our opinion, the government, banks, non-banking financial companies (NBFCs) and business houses should join hands to emerge stronger from the current situation.

Published in: Economy & Finance, Business
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Checklist to choose the right financial partner

  1. 1. Religare Finvest Limited Checklist To Choose A Right Financial Partner F O R T H E E M E R G I N G E N T R E P R E N E U R
  2. 2. The Real Test In Turbulent Times… Access to credit becomes a challenge 1. Will a bank be there for you when you need it the most ? 2. Will a continuous engagement exist on a regular basis ? Good Business Partnership K E Y I N G R E D I E N T S O p e n n e s s S t a b i l i t y T r u s t
  3. 3. Making The Checklist…
  4. 4. Basic Hygiene Factors  Rate of Interest  Quantum of Funding  Process and Turn Around Time Criteria 1.
  5. 5. Options & Flexibility  Types of Finance  Structuring  Government Schemes Criteria 2.
  6. 6. Additional Products & Services  Personal Wealth Management  Taxation Advise  Currency Hedging and Investment Banking Criteria 3.
  7. 7. Access to Extensive Network  Leveraging Network and Database  Finding the Right Supplier  Finding the Right Customer Criteria 4.
  8. 8. Kavi Arora Kavi Arora is Managing Director & Chief Executive Officer at Religare Finvest Limited managing the Small and Medium Enterprises (SME) focused commercial lending business. With a commitment to helping realize the dreams of India’s entrepreneurs, he spear heads the company’s vision of partnering with their clients as they grow to new heights. Imbibing his vision of ‘In The Customers Success Lies Our Success’, Religare Finvest Limited has achieved a commendable success. About the Author… Read the complete article at:
  9. 9. +91-9582218813 – Mohit Gupta ; Thank You