2 min read
25 May 2021

loan for chartered accountants is an easy way to raise finance for various personal and professional needs. These can range from working capital needs to purchasing a vehicle for the business. A loan for chartered accountants fulfils complex needs with its gamut of four loans, including a personal loan, business loan, home loan and a loan against property. But, before applying for this loan, it is important to match the eligibility criteria.

A Bajaj Finserv Loan for Chartered Accountant has easy-to-meet eligibility criteria and minimal documentation.

1. You need to be a qualified chartered accountant

Have two years of active certificate of practice (COP) with your identity registered with the government of India.

2. You need to be a resident of India

The applicant of the loan must be of Indian nationality and must be residing in India. NRIs and foreigners are not eligible to apply for this loan. You should own a house or office at a location where Bajaj Finserv operates.

3. You need to be a taxpayer

As an applicant for this loan, you need to be a taxpayer registered with the government.

4. You need to have a source of income

The applicant of this loan needs to have a source of income and must have proof to back it up. You can be employed with a company or be self-employed. This criterion helps the lender estimate your ability to repay the loan.

Documents required to apply for a loan for chartered accountants

  1. Certificate of practice (COP)
  2. KYC documents
  3. Bank statement
  4. Photograph
  5. IT returns, balance sheet and P/ L account statement for the last two years if applying for a secured loan
  6. Mortgage documents, if applying for a secured loan

With this basic documentation, you’ll qualify for a CA Loan.

It is important to ensure that you meet these requirements before applying for a loan for chartered accountants. Adhering to these criteria will boost your chances of getting the loan and will also speed up the application process.

How to apply for a Bajaj Finserv Loan for Chartered Accountants?

Bajaj Finserv welcomes the new way of taking loans with a 4-step loan application process, which is super convenient and hassle-free.

Step 1: Enter your personal details (name, date of birth, address, and contact details).

Step 2: Receive confirmation call to know the offer. A Bajaj Finserv representative will give you a confirmation call to collect the documents.

Step 3: Submit a copy of the requisite documents to a Bajaj Finserv representative who collects the documents from your doorstep.

Step 4: Complete verification and disbursal of your loan amount within 48 hours* of document pick-up.

  • Click here to apply online for a loan for chartered accountants
  • Or SMS ‘CA’ to 9773633633
  • Or give a missed call on 9266900069

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