What is a project report for a bank loan?

It is one file that tells the bank who runs the business, what you will buy or build, the total project cost, where the money comes from, and the numbers for the next few years. Some banks call it a DPR (detailed project report).

How do I make a project report for a bank loan online?

Fill in the borrower, cost, funding and projection boxes on this page. You see the full report on screen for free. The clean PDF costs ₹1,499 once, after you sign in with Google.

Project report or CMA data: which one does my bank want?

If the bank asks only for the Forms I to VI numbers, use the CMA data maker (₹999). If it wants the story, cost, funding and numbers together, use this project report. If it wants both, use both tools.

Can I use this for a Mudra or PMEGP project report?

Yes, you can draft the cost, funding and projections here. Scheme offices and banks sometimes ask for their own forms or subsidy tables, so check the scheme checklist they give you.

What is free and what is paid?

Filling the form and seeing the report on screen is free; a printout shows the word PREVIEW. The clean PDF is ₹1,499, paid once.

It is built by a Chartered Accountant and ex-banker with about 20 years in credit and lending, so the report follows the order a bank credit officer reads in.

Will the bank surely sanction my loan with this report?

No. A good report helps the bank understand your case, but the bank alone decides whether to give the loan.

Project Report for Bank Loan Online Maker

Buy help

What — full project report: promoter, cost, money sources, and multi-year numbers.
Why useful — one clean pack instead of scattered Word and Excel files.
Who — owners and CAs filing a term loan or working capital plus term loan.
When — when the bank asks for a project report before they move.
What to click — fill below, then sign in with Google and pay for the clean PDF.

Preview free · clean PDF ₹1,499

Free: live preview + 3-year sample / full sample. Paid: clean PDF ₹1,499 once. Pair with CMA ₹999 when the bank wants both. Credit appraisal context: RBI.

Try preview below Sign in with Google to buy · ₹1,499 Need CMA Forms too?

Project report vs CMA data — which one?

Ask	Use	Price
Bank wants Forms I–VI numbers only	CMA data online	Year 1 free · ₹999
Bank wants story + cost + funding + numbers	This project report	Preview free · ₹1,499
Bank wants both	Both tools	₹999 + ₹1,499

This pack vs a generic online project report page

Need	Typical online PR page	JR project report
See your numbers first	Often paywall or watermark only	Live preview free on this page
Also need CMA Forms I–VI	Bundled or separate SKU	Clear pair with CMA data maker ₹999
Price	₹499–₹2,000+ common	Clean PDF ₹1,499 once

Free sample reports

Samples below. Preview free. Clean PDF ₹1,499.

My orders · Preview free · Clean PDF ₹1,499

Project snapshot (indicative) —

Cost of project: —
Where the money comes from: —
Gap if project cost and funding sources do not match: —
How easily earnings cover loan payments (projection): —
Proposed term loan + working capital: —

Cost must match where the money comes from · the bank decides

Fill the report

1. Borrower & facility

Borrower / firm

Activity / product

Constitution

Location

Promoter / MD

Promoter experience (years)

As-on / report date

Unit

Proposed term loan

Proposed working capital limit

Term-loan interest % per year

Term loan years to repay

2. Cost of project

All figures in the unit selected above. Extra money for surprises and owner cash for day-to-day working capital often sit in bank appraisal tables.

Land / site

Building / civil

Plant & machinery

Other fixed assets

Costs before the business starts

Extra money for surprises (contingency)

Owner money for day-to-day working capital

3. Where the money comes from

Must match: the total of where the money comes from must equal the project cost (within ₹0.01 of the unit).

Promoter contribution / equity

Term loan (bank / FI)

Working-capital limit (bank)

Subsidy / other (if any)

4. Year-1 operating & assumptions

Year 1 net sales

Y1 cost of goods sold

Y1 other operating expenses

Y1 depreciation

Other income

Tax %

Sales growth % / year

Projection years

Year-1 current assets

Y1 other current liabilities (not bank working capital)

Y1 cash & bank

Y1 money the firm actually owns (tangible net worth)

5. Short market / technical / risks (editable narrative)

Market / demand (short)

Technical / capacity (short)

Risks and safety steps (short)

Implementation milestones

On-screen schedules

Checks before paid download

Account — Sign in with Google

How this relates to the money-forecast tool (CMA Data Maker) (₹999)

The money-forecast tool (CMA Data Maker) builds the number schedules. This Project Report Builder adds the story around those numbers for a term loan or a day-to-day cash loan plus term loan. Buy the money-forecast tool if you only need the schedules. Buy this if you need the full appraisal pack.

The bank decides the loan. Optional CA review waitlist: WhatsApp +91 94450 93336.

Bank project-report expectations vary by lender. Cost disclosure sits in the lender Key Facts Statement (RBI KFS, checked 28 Oct 2026). The bank decides.

Written and reviewed by CA Jitendraa Rathi, Chartered Accountant (CA membership number 217936) · Ex-banker, 20 years of experience in credit and lending · LinkedIn
Last reviewed 27 Oct 2026 · Expert review: CA Jitendraa Rathi (ICAI 217936)

Project report for bank loan — build it online