Our Approach

From Financial Requirement to Funding

We believe financing should begin with understanding the business — not simply looking for a loan product.

Our 6-Step Process

A structured approach to understanding, structuring and arranging your financing requirement

01
Step 1

Understand

We understand the business, promoters, financial position, existing debt and funding requirement.

02
Step 2

Analyse

We review the available financial information, business model, cash flows, existing facilities and overall funding requirement.

03
Step 3

Structure

We work towards developing a financing structure suitable for the requirement.

04
Step 4

Connect

We identify and approach suitable Banks, NBFCs and financial institutions based on the financing requirement.

05
Step 5

Coordinate

We coordinate between the client and lenders during discussions, appraisal and sanction.

06
Step 6

Close

We support the process through documentation and coordination towards financial closure and disbursement.

Why Choose Unitas?

What sets us apart in the financial advisory landscape

Business Understanding

We try to understand the business before recommending a financing approach.

Customized Solutions

We do not believe in a one-size-fits-all approach.

Lender Connectivity

We facilitate discussions with suitable Banks, NBFCs and financial institutions.

End-to-End Coordination

We remain involved through different stages of the financing process.

Transparent Communication

We believe clients should have clarity about the process, requirements and progress.

Long-Term Partnership

Our goal is not just to close a transaction, but to build a long-term relationship with the business.

“We don't just arrange finance. We help businesses understand, structure and access capital.”

Businesses grow when capital is structured correctly. Let us understand your requirement.

Let's Discuss Your Requirement →
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