Fund Based Liasioning

At G K B & Associates, we're experts in this area. We take the time to understand exactly what your funding needs are. Then, we work on building up your financial profile and present your case to lenders in the best possible way. Our goal is to help you secure the right amount of capital on the most favorable terms available.

Benefits of Fund-Based Liaisoning

Access to Adequate Capital – Secure the funds your business needs.

Better Loan Terms – Negotiate competitive interest rates and repayment flexibility.

Improved Cash Flow – Meet operational needs without straining your liquidity.

Fuel for Growth – Invest in expansion, technology, or infrastructure.

Professional Representation – Stronger credibility with banks through expert liaison

Documents Needed for Fund-Based Liaisoning

Business Documents: :

1. Certificate of Incorporation / Registration of Business
2. PAN of the Business
3. Memorandum & Articles of Association / LLP Agreement / Partnership Deed
4. GST Registration Certificate
5. Company/LLP Master Data from MCA

Financial Documents:

1. Audited Financial Statements for the last 3 years
2. Latest Provisional Financials (if applicable)
3. Bank Statements for last 6–12 months
4. Income Tax Returns for the last 3 years
5. Project Report / Business Plan (if for a new venture or expansion)

Our Process

Understanding Your Funding Requirements

We get to know your business inside out, figure out which type of funding makes the most sense for you—like a Term Loan, Working Capital Loan, Cash Credit, or Overdraft—and pinpoint exactly how much you need.

Getting Your Finances Ready

We'll help you pull together and organize all your financial paperwork, including statements, forecasts, and compliance documents, to build a compelling profile that shows lenders you're a great candidate for a loan.

Connecting You with the Right Lenders

We'll introduce your loan application to the banks or non-banking financial companies (NBFCs) that are the best fit, handle all the negotiation details, and guide you toward the loan offer that works best for you.

Frequently Asked Questions

What is fund based liaisoning in fund raising?

Fund based liaisoning refers to arranging direct finance from banks and financial institutions, such as working capital loans, term loans, overdraft facilities, and project financing, by coordinating between the business and lenders.

How does fund based liaisoning help businesses?

It ensures businesses get timely access to capital for day-to-day operations, expansion, machinery purchase, project execution, or bridging working capital gaps.

What are the common types of fund based facilities?

The most common include:

Working Capital Loans
Overdraft (OD) Facilities
Cash Credit (CC) Limits
Term Loans
Project Finance
Packing Credit (Pre-shipment & Post-shipment finance)

Who can avail fund based liaisoning services?

Any business—startups, SMEs, corporates, exporters, importers, and contractors—that requires funding for growth or operations can avail fund based services.

What role does G K B & Associates play in fund based liaisoning?

G K B & Associates helps by assessing funding needs, preparing project reports, managing documentation, negotiating with banks/NBFCs, and ensuring compliance with RBI and other regulations.

Fund Based Liasioning