Subsidy Guru

OUR MANAGEMENT SYSTEM

Finance FMS

WHAT

Client Agreement to Bank Sanction

WHO

Process CA Monu Personal Discussion with Client

HOW

Personal Discussion with Client

WHEN

After client agreement sign and Advance received (Whenever needed – Split & linked to onboarding)

Step 1

Data Collection

CA Akanksha Ji

Loan Sanction Check

Step 2

Bank Finalizing

CA Monuji

Bank & Client Visit

Step 3

Report & Registration

CA Akanksha Ji

Doc record from client

Step 4

Legal Initiation

CA Akanksha Ji

Discussion with advocate

Step 5

Valuation Initiation

CA Akanksha

Discussion with Valuer

Step 6

Bank Process & Query

CA Akanksha

Discussion with CA

Step 7

Pendency of doc & Query reply

CA Akanksha Ji

Discussion

Step 8

Further processing to get sanction

By Bank

Bank

Step 9

Sanction/Rejection

By Bank

Bank

Step 10

Documentations

CA Akanksha Ji

Sanction exposure

Step 11

Invoicing & Bill sent

CA Monuji

After Sanction

Step 12

Fee Due

CA Akanksha Ji

After completion

OUR MANAGEMENT SYSTEM

RIPS FMS

WHAT

After project completion up till subsidy sanction

WHO

Hitesh Sir

HOW

Discussing and Understanding with clients

WHEN

Unit comes into commercial projection

Step 1

Documents & Data Collections

Hitesh Sir

Call ups and Follow ups

Step 2

File & Preparation and checking

Hitesh

Document and Data Compiling

Step 3

Online profile creation

Lakshit

Data feeding

Step 4

Data feeding & form filling

Lakshit

Data feeding & form filling

Step 5

Profile and form submission

Lakshit

According to Query

Step 6

Entitlement certificate Generation

Industry Department

Sanction in RIPS meeting

Step 7

Annual claim

Hitesh

After achieving claim

OUR MANAGEMENT SYSTEM

Lead Generation

WHAT

Lead Generation

WHO

Hitesh Sir

HOW

By References

WHEN

Whenever

Step 1

Data Collection

Banker/Online/Direct/ Sir

Meeting/ Calls/ Asking Existing Clients

Anytime/ Anyday

Step 2

Call & Scheduling for discussion

Hitesh Sir

Calling & Fixing time for the meeting

According to Client

Step 3

Research & Reading

Hitesh sir

Respective scheme guidelines

Before meeting

Step 4

Agreement Drafting

Hitesh sir By

Resources

Agreement mandate

Step 5

Advance consultancy fee receiving

Hitesh sir

By NEFT, RTGS

Tax Invoice generation

Step 6

Lead to client conversion

Hitesh sir

By confirming advance consultancy fee receive

Initiating proceedings on the case

OUR MANAGEMENT SYSTEM

C R M

Client Relationship Management

At SubsidyGuru, we leverage a robust Client Relationship Management (CRM) system to ensure seamless tracking and management of every client interaction. From lead generation to project completion, our CRM enables us to maintain detailed records of all communications, project activities, and milestones.

This technology-driven approach allows us to provide personalized attention to each client, ensuring timely follow-ups, transparent progress tracking, and efficient case management throughout the entire subsidy consultation process.

OUR MANAGEMENT SYSTEM

Checklist Dashboard

Master Checklist Dashboard

Our Master Checklist Dashboard serves as the central command center for task management and accountability across all departments. Every task is systematically assigned, tracked, and monitored with clear ownership, frequency, and planned timelines — ensuring nothing falls through the cracks.

This dashboard empowers our team to stay organized and aligned with daily, weekly, and monthly deliverables. With real-time visibility into task progress and department-wise filtering, we maintain operational efficiency and guarantee that every client engagement is executed with precision and on schedule.

Frequently Asked Questions

You will find yourself working in a true partnership that results in an incredible experience, and an end product that is the best.

We offer expert financial and strategic consultancy to help our clients to secure government subsidies and incentives across various industrial sectors.

Each of our consultants possesses a minimum of a decade of professional experience in their respective fields of specialization.

Our services are extended across a wide array of industrial sectors, including but not limited to: Agro- based, Food Processing, Chemical & Minerals, Handicrafts, Hospitality, Textile, Healthcare, and Packaging.

We provide dedicated support for state subsidies throughout Rajasthan, and offer Pan-India consultancy services for central government initiatives.

We only deals in projects having a capital expenditure exceeding ₹1 Crore.

Getin Touch

Fill all information details to consult with us to get sevices from us

Finance FMS

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Step 8

Step 9

Step 10

Step 11

Step 12

RIPS FMS

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Lead Generation

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

C R M

Client Relationship Management

Checklist Dashboard

Master Checklist Dashboard

Frequently Asked Questions

Getin Touch

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