Loan enquiry assistance only — final approval and terms are decided by the lender.

For partnership firms

Partnership Business Loans

A preliminary document checklist and enquiry support for partnership firms and their partners. Lender-specific requirements vary.

Overview

What lenders usually review for a partnership

For a partnership firm, lenders generally review the partnership deed, the firm’s financial statements and tax filings, bank statements and the KYC of each partner. For a secured loan, property documents are reviewed as well.

Use the preliminary checklist below as a starting point. We can help you understand which items may apply to your firm before you approach a lender.

Applicant profiles

Who typically makes this enquiry

Trading firms

Partnerships engaged in trading and distribution.

Manufacturing & services

Firms with manufacturing or service operations.

Property-backed needs

Firms exploring a mortgage or loan against property.

All partners

Lenders commonly require all partners’ KYC.

Preliminary documents

Preliminary document checklist

A starting point only. Document requirements may vary by lender, applicant profile and loan product.

Preliminary checklist

Home loan / mortgage loan — partnership applicant

  • Firm PAN, GST certificate (if applicable) and current trade licence (if applicable).
  • Partners’ KYC documents, such as PAN, accepted identity proof and photographs.
  • Income tax returns for the last 3 years, with computation of income and supporting financial statements, as applicable.
  • Profit and loss statements, balance sheets, tax audit reports and applicable CA certificates, if requested.
  • Partnership deed.
  • Partner list on the firm’s letterhead, if requested.
  • Property deed, current tax records, sanctioned plan, mother deed and other lender-required property documents.
  • List of sundry debtors and creditors.
  • Firm bank statements (our preliminary checklist suggests 12 months).
  • Existing loan sanction letters and repayment history, if applicable.

The lender may request additional documents or waive some items depending on the case. Please confirm the latest requirements with our team before preparing or sharing documents.

Ready with these details? Apply for Partnership Loan

Share documents only through a verified secure channel

Please do not send Aadhaar, PAN, bank statements, salary slips or property papers through the enquiry form, public email or chat unless our team has confirmed a verified, secure channel for your case. If documents are needed for your case, our team will first explain how, where and why they will be shared, and ask for your consent.

Process

How the enquiry process works

  1. Step 1: Share your enquiry

    Tell us the type of loan you are exploring and how to reach you. Only basic contact details — no documents.

  2. Step 2: Discuss your needs with the team

    We call you back to understand your requirement and answer your questions about the enquiry process.

  3. Step 3: Review the preliminary checklist

    We walk you through the documents a lender may ask for, based on your profile and loan type.

  4. Step 4: Proceed with the lender, if you choose

    If you decide to go ahead, the lender runs its own application, eligibility checks and approval process.

Ready to apply? It takes about a minute.

Send your loan application details to our team on WhatsApp — we’ll call you back. Final approval and terms are decided by the lender.

FAQs

Questions about this enquiry

Many lenders require all partners to be part of the application or to provide consent. This depends on the partnership deed and the lender’s policy.

Requirements vary by lender. Please confirm with our team before preparing documents.

No. Nobody other than the lender can decide on approval. Eligibility depends on the lender’s current policies, your income, credit history, documents and, for secured loans, the property. We will never promise approval.

Goes directly to our WhatsApp

Apply for Partnership Business Loan

Fill in a few basic details and send your loan application enquiry to our team on WhatsApp. We will call you back to guide you. No documents are needed at this stage.

  • Only contact and basic enquiry details
  • No Aadhaar, PAN or document uploads
  • No obligation to proceed with any lender
Loan application enquiryTakes about 1 minute · Final approval by the lender
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Your application opens in WhatsApp with these details filled in — press Send in WhatsApp to share it with our team. No documents are needed at this stage.

Other services

Important information

Samriddhi Finance provides loan enquiry and assistance services only. We are not a lender. Loan approval, eligibility, interest rates, fees, terms and disbursement are decided solely by the relevant lender. We do not guarantee approval. Read the full disclaimer.

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