Loan & finance professionals

Find a verified professional for your loan.

A good loan advisor or chartered accountant can help you choose the right loan type and prepare the documents lenders ask for. Browse verified professionals by the help you need — free, with no obligation.

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Verified directory

Browse verified professionals

The same verified professionals are listed on LoanBaazi and our partner site UdyamFilings. Each one has been reviewed and approved before appearing here.

By loan type

Find help for the loan you need

Choose a loan type to see advisors who handle it.

Personal loan

For planned expenses, emergencies, major purchases and consolidating debt.

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Home loan

Buying a home: down payment, loan-to-value and long-term EMI.

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Car & used-car loan

New or pre-owned vehicles: down payment, tenure and monthly cost.

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Loan against property

Secured funding backed by property you own: value, title and repayment.

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Business loan

Funding for growth, inventory and expansion: vintage, turnover and repayment.

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Working capital / OD

Cash credit and overdraft limits for day-to-day operating needs.

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Machinery & equipment

Finance for new or used machinery: cost, own contribution and repayment.

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Doctor & professional finance

For clinics and professional practices: practice income, setup and equipment.

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Not sure which loan fits? Check your eligibility by loan type first →

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Paperwork lenders commonly ask for

Missing or out-of-date tax and business records are a common reason applications stall. A chartered accountant or tax professional can help you put them in order before you apply.

Income tax return (ITR) filing

Most lenders ask for 2–3 years of ITRs, especially for self-employed and business borrowers.

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GST return filing

Regular, on-time GST returns support the turnover you declare for a business loan or overdraft.

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MSME / Udyam registration

Many business lenders ask for proof that the business is registered; Udyam is a common one.

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GST registration

Needed by many businesses above the turnover threshold, and often requested as business proof.

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Before you engage anyone

A short checklist

Check who they are. Look at their profile, experience and the services they list. For a CA, you can ask for their ICAI membership number.
Agree the fee in writing. Ask what the fee covers, when it is payable and whether it is refundable if the work is not completed.
Ask how they are paid. Some loan advisors are paid by lenders. It is reasonable to ask whether that is the case and which lenders they work with.
Be wary of guarantees. Only the lender decides. Treat “guaranteed approval” or “approval regardless of CIBIL” as a warning sign.
Apply with the lender you choose. Read the lender’s official sanction letter and loan agreement yourself before signing.
Protect your accounts. Never share OTPs, PINs, passwords or bank logins with anyone.

Questions

Using a professional for your loan

Who checks the professionals listed in the directory?

LoanBaazi and our partner site UdyamFilings share one directory. A professional appears only after the verification team has reviewed their account and approved their profile. Approval is not a guarantee of service quality, so still compare experience and ask questions before you engage anyone.

Can a professional get my loan approved?

No. Only the bank or NBFC decides whether to lend, how much and on what terms. A loan advisor can help you understand options and prepare a complete application, and a CA can prepare the financial documents lenders ask for — but nobody can promise approval.

Do I have to pay to use the directory?

Browsing the directory and contacting a professional through it is free for you. Any fee for the professional’s own work is agreed directly between you and them — ask for it in writing before work begins.

How many professionals will contact me if I send an enquiry?

An enquiry is shared with at most 3 verified professionals who offer that service.

What should I never share with a professional?

Never share OTPs, net-banking or card PINs, passwords or your bank login. A genuine advisor does not need them. Share documents only for the purpose you agreed, and only with the person you are working with.

Are you a loan advisor or CA?

Receive enquiries from people looking for the services you offer — each shared with at most 3 verified professionals.

Join as a professional