Our Digital Services
Get Pan
Documents required
Adhaar Card
You should have valid phone number linked to adhaar
Sign
Sign on a paper and send us pic
Photo
Send us a photo (This photo will come on pan card)
IT RETURN
Documents required
Form-16
Download Form-16 from HRMS or employer portal and send us the PDF.
Interest Certificate
Certificate from bank showing interest earned on savings & deposits.
Form-26AS
Download from TRACES portal – contains TDS, advance tax, and other tax credits.
AIS & TIS
Annual Information Statement & Taxpayer Information Summary from Income Tax portal.
Capital Gains Statement
From broker/Mutual Fund house – if you have sold shares, MF units, or property.
Rent Receipts
If claiming HRA exemption, provide signed rent receipts and landlord PAN (if applicable).
Investment Proofs
LIC, PPF, ELSS, NSC, NPS, Sukanya Samriddhi, FD – for claiming deductions under 80C, 80CCD, etc.
Medical Insurance Premium
Payment proof for claiming Section 80D deduction.
Home Loan Statement
From bank/NBFC showing principal & interest breakup for 80C & 24(b) deductions.
Donation Receipts
If you have donated to charities eligible under Section 80G, provide receipts.
Other Income Details
FD interest, recurring deposit interest, freelance income, foreign income, etc.
Previous Year's ITR Copy
Helps in pre-filling and ensuring consistency in carry forward of losses, if any.
UDYAM REGISTRATION
Documents required
Aadhaar Card
Owner/Proprietor/Partner/Director Aadhaar (linked with mobile for OTP verification).
PAN Card
PAN of the business entity or proprietor (mandatory for Udyam application).
Business Name & Type
Legal name of the business and type (Proprietorship, Partnership, Pvt Ltd, LLP, etc.).
Address Proof of Business
Electricity bill, rent agreement, or property tax receipt of business location.
Bank Account Details
Bank account number and IFSC code of the business.
NIC Code
National Industrial Classification code related to business activity.
No. of Employees
Count of male, female, and other employees in the business.
Investment & Turnover Details
Amount invested in plant/machinery and annual turnover (approximate figures).
Email & Mobile Number
Active email ID and mobile number for OTP and communication.
MSME LOANS
Documents required
Udyam Registration Certificate
Valid Udyam Registration (MSME) certificate issued by government.
Business PAN Card
PAN of the business or proprietor/partner/director.
GST Registration Certificate
If applicable, provide GST registration details.
Bank Statements
Last 12 months’ bank statements of business account.
ITR Copies
Income Tax Returns for last 2 years (if available).
Financial Statements
Balance Sheet and Profit & Loss statements for last 2 years.
Business Address Proof
Electricity bill, rent agreement, or property tax receipt.
Owner’s Aadhaar Card
Linked with mobile number for OTP verification.
Loan Requirement Details
Purpose, amount, and repayment period required.
Collateral Documents
If offering security, provide property papers or other collateral proof.
Education Loan
Documents required
Admission/Allotment Letter
Official letter from the educational institution confirming admission or seat allotment.
Fee Structure/Invoice
Breakup of tuition fees, hostel charges, and other academic expenses from the institution.
Mark Sheets/Certificates
Previous academic records to establish eligibility for the course.
Identity Proof
Government-issued ID like Aadhar, Passport, PAN, or Driving License.
Address Proof
Utility bill, rental agreement, or Aadhaar card showing current residence.
Bank Statements
Last 6 months’ bank statements of student and/or co-applicant for financial assessment.
Income Proof of Co-applicant
Salary slips, Form-16, or ITR of parent/guardian supporting repayment capacity.
Photographs
Passport-sized photos of student and co-applicant.
Loan Application Form
Filled and signed education loan application form from the bank/NBFC.
Collateral Documents (if applicable)
Property papers, FDRs, or other securities pledged as collateral for the loan.
Co-applicant Consent Form
Signed declaration by parent/guardian agreeing to co-sign the loan and repayment.
Course Duration Certificate
Letter from institution stating the course start and end dates.
Other Supporting Documents
Any other documents requested by the bank for processing the education loan.