+ All Categories
Home > Economy & Finance > Checklist to choose the right financial partner

Checklist to choose the right financial partner

Date post: 20-Dec-2014
Category:
Upload: religarefinvestlimited
View: 214 times
Download: 2 times
Share this document with a friend
Description:
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.
9
Religare Finvest Limited Checklist To Choose A Right Financial Partner FOR THE EMERGING ENTREPRENEUR
Transcript
Page 1: Checklist to choose the right financial partner

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

Page 2: Checklist to choose the right financial partner

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

Page 3: Checklist to choose the right financial partner

Making The Checklist…

Page 4: Checklist to choose the right financial partner

Basic Hygiene Factors

Rate of Interest

Quantum of Funding

Process and Turn Around Time

Criteria 1.

Page 5: Checklist to choose the right financial partner

Options & Flexibility

Types of Finance

Structuring

Government Schemes

Criteria 2.

Page 6: Checklist to choose the right financial partner

Additional Products & Services

Personal Wealth Management

Taxation Advise

Currency Hedging and Investment Banking

Criteria 3.

Page 7: Checklist to choose the right financial partner

Access to Extensive Network

Leveraging Network and Database

Finding the Right Supplier

Finding the Right Customer

Criteria 4.

Page 8: Checklist to choose the right financial partner

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: http://www.religarefinvest.com/admin/Resources/Project_Pdf_File/12MSME_Business_July_2012.pdf


Recommended