Why Loan Advisory is Important for Business, Home & Property

Important for business, home & property advisory. Find advantages of business, home & property loan advisory .

  • Do you want to show your potential customer the importance at the initial discussion stage itself?
  • Do you want to know about the highest return fund to deposit your client's, Contingency Fund?
  • Do you want to know whether it is advisable for your client to take a loan for his child's higher education even if he has the amount already invested?

If the answer to any of these questions is "yes" then you need to ensure that debt counseling is an integral part of your financial advisory practice.

Why Loan Advisory is Important for Business, Home & Property
Why Loan Advisory is Important for Business, Home & Property

Business, Home & Property Loan Advisory

Loan advisory specialists cater to corporate, home, property, institutional, and family business clients providing cost-effective opportunities in a variety of loans related to personal and business needs. Our appraisal process combines rigorous financial, strategic analysis of loan requirement with detailed business due diligence conducted through meetings of our industry experts

Importance of Loan Advisory

Most of the customers coming to you would have availed of the home loan. A quick check reveals that if the loan is more than a year old, it is likely to be much higher than the current interest rate of 8.35% per annum. Advising the customer to transfer the loan to a cheaper provider or even with the same loan provider at a cheaper interest rate, even if he is evaluating your overall service offering, adds to the positive value of your advice likely to be installed.

Also Read:- Common Small Business Loan Mistakes to Avoid

You should also learn about the powerful offset loans made by SBI popularly known as SBI Max Gain, but many other lenders have similar or better products at cheaper rates. An offset loan effectively converts a regular home loan into an overdraft home loan where you can park your temporary and permanent cash surplus and save interest similar to your home loan. Also, these surplus amounts can be withdrawn at any time like any other normal bank account. Effectively offset home loan allows your customers to have a savings account that pays interest at the rate of the home loan. I cannot imagine a more suitable investment instrument for your client's contingency.

You have probably helped your clients to make appropriate investments for the higher education of their children. Your competent guidance may have already provided the client with the necessary funds needed to finance their child's education. However, if the customer is a high taxpayer then it may be suitable for him to take an education loan for education and use the investment amount to pay the loan installments. This can lead to savings of several percentage points per year. on investments for your clients and you can reasonably claim that as their advisor you have generated an alpha. Those of you who provide comprehensive financial planning for their clients will realize how difficult it is to get all the financial data from them. If you are providing loan advisory services, the client must provide his/her asset/liability and income/expenditure data as required for the loan application and you will need only goals and objectives to be able to make a comprehensive plan for your client. But additional data will be required.

The best part is that loan advisory generates added value for your clients and simplifies your data gathering process. It also serves as an additional source of revenue for you.

Also Read:- 5 Things to Consider to Hiring a Financial Advisor

The above three questions are just a small subset of questions on loans that you are probably already solving for your customers in some way. It is best that like other parts of your financial advisory practice you should partner yourself with professional knowledge and a suitable organization to add this valuable aspect to your financial advisory practice.

Home Loan Advisory

Loan available for the purchase of residential properties under construction or in ready possession. We first understand the requirement of the customer and then suggest the most suitable product to fulfill their requirement.


Property Loan Advisory



Customers can use their residential property to meet their long-term/short-term financial requirements. This financing option is a major source of unlocking the hidden value of the property. Under this program, on the basis of income, in addition to the normal product, some other products are prepared as per the requirement.


Business & Corporate Loan Advisory


Managing finances, growing, and capitalizing on investment opportunities is arguably the most important component of any business. The approval of business loans is mainly based on the creditworthiness of the borrower and the firm.

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Why Loan Advisory is Important for Business, Home & Property
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