Our Clients are our Greatest Strength. The more we serve our clients, the more we are inspired to help them grow.
Financial Services
Every business needs a solid financial foundation to thrive. Our Financial Services are designed to help you secure funding, manage wealth, and plan for long-term success – so you can secure financing quickly or take advantage of valuable incentives with ease. Need capital to expand or improve cash flow? We assist in preparing comprehensive CMA reports and loan applications to banks, and can connect you with private funding sources like angel investors. Worried you might be leaving money on the table? Our experts help you navigate government subsidy programs and incentive schemes to fuel your growth. We also provide guidance on wealth management and financial planning – from budgeting and cost control to business valuation and investment advice – all tailored to your goals. Ready to strengthen your financial future? Reach out to our financial experts today and discover the best solutions to support your business growth.
Avail from our following Financial Services to Secure Quick Finance/Avail incentives
1. Preparation of CMA report
Applying for a bank loan? A well-prepared CMA report can make all the difference. Our CMA Report Preparation service compiles your financial information into a comprehensive format that banks and financial institutions trust. We analyze your past performance, current financial health, and future projections, then present them clearly to highlight your creditworthiness. The Nine O Six team ensures nothing is overlooked—cash flow, ratios, growth plans—everything is documented to strengthen your loan application. With a professional CMA report in hand, you'll approach lenders with confidence. Make your loan process smoother – have us prepare your CMA report and put your best financial foot forward.
2. Loan processing from banks and financial institutions
Need a business loan but not sure where to start? Our Loan Processing service handles the heavy lifting for you. We help you identify the right type of loan, gather and prepare all necessary documents, and fill out applications perfectly. Nine O Six acts as your liaison with banks and financial institutions—submitting paperwork, answering queries, and following up diligently until your loan is approved. We know what lenders look for and ensure your proposal checks all the boxes. Instead of juggling bank visits and complex forms, you can focus on your business while we manage the process. Secure funding without the stress – let our team guide your loan processing from start to finish.
3. Package scheme of incentive-Subsidy
Are you taking advantage of government incentives? Our Package Scheme of Incentives (Subsidy) service ensures you don't leave money on the table. We identify state and central government subsidy programs that your business qualifies for—whether it's a capital subsidy, tax rebate, or special grant under industrial promotion schemes. Then, Nine O Six guides you through the entire application process, from preparing documentation to liaising with government departments. We help you meet all criteria and deadlines, maximizing your chances of approval. Getting these incentives can significantly reduce your project costs and boost profitability. Don't miss out on government benefits – let us help you claim the subsidies your business deserves.
4. Private funding like Angel funding, etc
Looking for investors to fuel your growth? Our Private Funding service helps you attract the right angel investors or venture capital for your business. We start by refining your business plan and financial projections to create a compelling pitch deck that speaks to investors. Then, Nine O Six leverages its network and expertise to connect you with potential backers who align with your vision. We'll guide you through investor meetings, due diligence processes, and term sheet negotiations, ensuring your interests are protected. Fundraising can be daunting, but with our support, you'll navigate it with confidence. Turn your growth plans into reality – let us help you secure the private funding your startup needs.
5. Wealth management- investment, etc
You've worked hard for your money—now make it work for you. Our Wealth Management service provides personalized investment and financial planning to grow and protect your wealth. We take the time to understand your goals, whether it's a comfortable retirement, children's education, or just maximizing returns. Nine O Six's experts then craft a tailored investment portfolio across stocks, bonds, mutual funds, or other avenues, balancing growth and safety according to your risk comfort. We continually monitor and adjust your plan as markets change, keeping you on track toward your goals. With our guidance, you gain peace of mind and a clear roadmap for your financial future. Build and protect your wealth – start your personalized investment journey with us today.
6. Business Valuation
Do you know what your business is really worth? Our Business Valuation service provides a clear, objective assessment of your company's value. We delve into your financials, market position, assets, and future earning potential, using proven valuation methods to arrive at an accurate figure. Whether you're considering selling, attracting investors, or just curious about your growth, Nine O Six gives you a detailed valuation report and explains the drivers behind the number. With this insight, you can negotiate deals confidently and plan your next steps strategically. Don't let guesswork guide major decisions. Know your company's true worth – get a professional valuation from our experts and make informed moves.
7. LC, Bank Guarantee & Bill Discounting
Navigating trade finance instruments can be confusing, but they’re powerful tools for business. Our service helps you manage Letters of Credit (LC), Bank Guarantees, and Bill Discounting so you can trade with confidence and maintain healthy cash flow. We advise you on when to use an LC or a bank guarantee to secure your deals and help arrange these facilities with your bank. Nine O Six also assists in preparing the necessary documentation and negotiating terms, so you get favorable rates and conditions. For receivables, we guide you through bill discounting to turn invoices into immediate working capital. By leveraging our expertise, you minimize risks and improve liquidity in your trade operations. Trade without worries – let us help you utilize LCs, guarantees, and bill discounting effectively for your business.
8. Budgeting & Cost Control.
Every dollar counts when running a business. Our Budgeting & Cost Control service helps you plan and manage your expenses for maximum profitability. Together, we set up detailed budgets for your projects or departments and establish monitoring systems to track spending against those plans. Nine O Six analyzes your expense patterns to identify areas where you can cut costs or get more value for money. We also implement cost control measures and train your team to stick to budgets without hampering quality. The result is a leaner, more efficient operation where resources are optimally used. Maximize your profits – let us refine your budgeting process and keep your costs in check.
9. Financial Planning
Dreaming of a secure financial future? Our Financial Planning service lays out a clear roadmap to reach your monetary goals, whether for your business or personal life. We start by understanding your ambitions—be it expanding your company, buying a home, securing your child's education, or retiring comfortably. Then, Nine O Six crafts a tailored plan covering budgeting, saving, investing, and risk protection (like insurance), all aligned with your timeline and risk appetite. We break big goals into achievable milestones and adjust the plan as life or business conditions change. With our guidance, you're not just hoping for a bright financial future—you have a strategy to make it happen. Achieve your financial goals step by step – let’s chart your personalized financial plan together.
About Us
A DPIIT (GOI) recognized start-up by a team of Chartered Accountants & Tech professionals with vast experience in the field of Taxation (Both Direct and Indirect), Audit including System Audit & Finance, Technology-enabled Tax-Fin solutions.
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Nine O Six Advisory Services Pvt. Ltd.
501 & 502, Genesis, Behind SSK Solitaire Hotel, Matoshree Nagar, Near Chandak Circle, Tidke Colony, Nashik, Maharashtra-422002, IndiaEmail: support@thenineosix.com
Phone: +91 9172270005 / 6
CIN: U74999MH2020PTC337225
DPIIT Recognition Number: DIPP69734
ERI ID: ERIP007513