Investment, Loan & Financial Planning

Investment, Loan & Financial Planning SASA

Introduction

Smart finance decisions don’t happen by chance — they happen by plan.

At SASA Corporate Solutions, we guide individuals, businesses, and professionals in Odisha with end-to-end financial advisory, helping you secure funding, plan investments, and manage risk. Whether you’re applying for a business loan, planning for expansion, or looking to optimize savings — our CA-led team helps you do it right, every time.

Who Needs This Service?

  • Startups seeking seed funding or working capital.
  • SMEs planning to expand with debt/loan support.
  • Professionals and business owners looking for investment guidance.
  • Individuals managing tax-saving instruments.
  • Entities applying for subsidies or government schemes.

Need a Loan or Planning to Invest?

Talk to SASA Today.

Our Financial Services

Loan & Funding Assistance:-
  • Business loan (secured/unsecured) documentation.
  • Government MSME loan application (CGTMSE, Mudra).
  • Bank coordination & sanction follow-up.
  • Project report & CMA data preparation.
  • Personal and vehicle loan support.
Investment Advisory:-
  • Mutual fund & ELSS planning.
  • NPS & tax-saving investments.
  • SIP goal setting & risk profiling.
  • Asset allocation advisory.
  • Family financial planning sessions.
Financial Health Check-up:-
  • Net worth & cash flow analysis.
  • Debt-to-income ratio evaluation.
  • Retirement and emergency fund planning.
  • Personalised monthly financial review.
Documents Required:-
  • KYC (PAN, Aadhaar).
  • Income proof (ITR, salary slips, GST returns).
  • Bank statements (last 6 months).
  • Business documents (if applying for loan).
  • Investment goals or preferences (if advisory).
Our Process:-
  • Discovery Call – Understand your needs — loan, investment, or both.
  • Feasibility & Strategy Design – Assess eligibility and build a custom financial roadmap.
  • Documentation & Application – We assist in collecting, preparing, and submitting the correct documents.
  • Ongoing Monitoring (Optional) – Track ROI, loan repayment schedule, or rebalancing needs.
  • Timeline – Loan documentation in 5–7 days; Investment plan within 3–5 days.
Why SASA for Financial Planning?
  • CA-led insights you can trust.
  • Local Odisha banking and scheme expertise.
  • Personalized service — no sales targets.
  • Support for both business and personal finance.
  • Guidance that grows with you.
Services
Contact Us
Visit Us Daily

PLOT NO-N4/39, IRC Village

Need Help? Call Now.

+91-9437319252

Mail Us

info@sasacorporate.in

Ready to Get Started?