Ideal Consultancy

Financial Consultant, Insurance Services, Government Services, Loans, Donation Works, NGO works etc.

Finance

We do provide various types of Finance like Business, Project, Home and Mortgage Finance.

Insurance

We do provide All types of Insurance like for Health, Motor, Life etc.

NGOs Donation

Providing NGOs and Donation Documentation like 12A, 80G, LEI certificate etc.

About Ideal Cconsultancy

Ideal consultancy is established in 2023 by Mr. Deenesh Nimkar to overcome the various financial needs with insurance support. In this we are providing various financial services like Project Finance, Business Loans, Home and Mortgage Loans, Personal Loan, Finances for Real Estate, Corporate Finance etc.

Also we are providing various insurance like Life Insurance, Health Insurance, Accidental Insurance, Hospi cash, Motor Insurance, Shop Insurance etc.

We are providing various other Digital India Services like Passport, RTO, Got. Billing Services, IT File Returns, GST Returns etc.

Document Required for Finance

 

Business Finance Documents

  • Business Profile
  • KYC Aaadhar Card / Pan Card
  • 2 Passport size photo
  • Business Registration Certificate
  • Udyam Aadhar Certificate
  • 3 Yrs ITR with Audited Report
  • 1 Yr Bank Statement of SA/CA
  • Project Report
  • Collateral with Valuation Details

Personal Loan for Businessman

  • Business Profile
  • KYC Aaadhar Card / Pan Card
  • 2 Passport size photo
  • Business Registration Certificate
  • Udyam Aadhar Certificate
  • 3 Yrs ITR with Audited Report
  • 1 Yr Bank Statement of SA/CA
  • Project Report
  • Finance Required

Personal Loan for Salaried Person

  • Employer Details
  • KYC Aaadhar Card / Pan Card
  • 2 Passport Size Photo
  • Last 3 Month's Salary Slips
  • Last Year Form-16
  • 1 Yr Bank Stat. Salary Account
  • 1 Yr Bank Statement of SA
  • CIS Form
  • Finance Required

Document Required for Real Estate Finance

Project Finance Documents

  • Business Profile
  • CC and IOD Copy
  • KYC Aaadhar Card / Pan Card
  • 2 Passport size photo
  • Business Registration Certificate
  • Udyam Aadhar Certificate
  • 3 Yrs ITR with Audited Report
  • 1 Yr Bank Statement of SA/CA
  • Project Report
  • Collateral with Valuation Report

Lock and Key Finance for All

  • Profile
  • KYC Aaadhar Card / Pan Card
  • 2 Passport Size Photo
  • OC Copy and Index - II Copy
  • Udyam Aadhar Certificate
  • 3 Yrs ITR with Audited Report
  • 1 Yr Bank Statement of SA/CA
  • Property Valuation
  • Finance Required
  • Property Photographs

Personal Loan for Business Person

  • Business Profile Details
  • KYC Aaadhar Card / Pan Card
  • 2 Passport Size Photo
  • Last 3 Yrs. ITR with Audit Report
  • Shop License / Udyam Aadhar
  • 1 Yr Bank Stmt. Saving Account
  • 1 Yr Bank Stmt. Current Account
  • CIS Form
  • Address Proof
  • 2 References

"Empowering you to make informed financial decisions."

A financial decision refers to a choice made by an individual or organization regarding the management of their finances. It can include decisions related to investing, budgeting, borrowing, saving, or spending money. Financial decisions can have significant consequences on an individual's financial situation and long-term financial goals. Therefore, it is essential to make informed financial decisions by considering various factors such as risk tolerance, financial objectives, and market conditions

idealc
Financial Consultancy Services
  • Financial Analysis

    A finance consultant will analyze your financial situation to identify areas of improvement and make recommendations for optimizing your finances.

  • Budgeting & Cash Flow Management

    A finance consultant can help you create a budget and manage your cash flow to ensure you're meeting your financial goals.

  • Debt Management

    If you have debt, a finance consultant can help you develop a plan to pay it off and manage your debt load.

Industry Partners

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Ideal Consultancy's Services

Finance services refer to the various financial products and services offered by Ideal Consultancy to individuals, businesses, and governments. These services include:

Banking Services: Deposit accounts, loans, credit cards, and other banking-related products and services.

banking
Banking Finance

Almost Banks in India

Investment Services: Brokerage services, investment management, financial planning, and wealth management.

Investment
Investment Management

Mumbai, India

Insurance Services: Life insurance, health insurance, property and casualty insurance, and other insurance-related services.

insurance
Insurance Services

HDFC Ergo, SBI, Kotak, ICICI, TATA, etc.

Real Estate Services: Mortgage loans, property management, and other real estate-related services.

real-estate-investment-for-beginners
Real Estate Finance

Secured Finance with Collateral.