A1.

CapitalBox provides complete Loan Funding support for customers who are looking for financial assistance for personal needs, business growth, working capital, startup requirements, or other funding-related purposes. We help customers understand suitable loan options based on their profile, eligibility, and requirement. Our role is to make the process easy by providing proper guidance, document support, and end-to-end assistance.

Who can apply for Loan Funding?

The following types of customers can apply for loan-related support through CapitalBox:

• Salaried Individuals
• Self-Employed Professionals
• Small Business Owners
• Shop Owners
• Startups
• Freelancers
• MSME / SME Businesses
• Existing Companies looking for expansion funding
• Working professionals with regular income
• Entrepreneurs looking for business growth support

What types of Loan Funding support do we provide?

Depending on the customer’s profile and need, CapitalBox may assist with:

• Personal Loan
• Business Loan
• Working Capital Loan
• Startup Funding Support
• MSME Loan Support
• Professional Loan
• Equipment / Machinery Funding Support
• Business Expansion Funding
• Cash Flow / Operational Funding Guidance
• Other finance-related support depending on eligibility

Loan Funding Process (Step by Step)

We follow a simple and professional process to make the customer journey easy:

Step 1: Basic Consultation

We first understand the customer’s exact requirement, such as:

• Why the loan is needed
• How much funding is required
• What the business or personal purpose is
• What type of profile the customer has (salaried, self-employed, business owner, startup)

Step 2: Profile Review & Eligibility Check

After understanding the requirement, we review the basic profile to check:

• Income stability
• Business continuity
• Basic repayment capacity
• Existing financial position
• Initial eligibility for suitable funding options

Step 3: Document Checklist

Once the basic profile is understood, we provide a clear list of documents required for the process.

Step 4: Document Collection & Verification

We review the submitted documents and check whether:

• All basic KYC documents are available
• Financial documents are complete
• Business-related papers are valid (if applicable)
• Additional supporting documents are needed

Step 5: Application Guidance

We guide the customer through the application process in a simple and professional way.

Step 6: Lender Coordination & Follow-Up

We support the customer by helping with communication, updates, and follow-up during the process.

Step 7: Final Process Support

We continue to provide assistance until the process moves forward smoothly.

Documents Required for Loan Funding

The exact documents may depend on the loan type and customer profile, but generally the following may be required:

Basic KYC Documents

• Aadhaar Card
• PAN Card
• Passport Size Photograph
• Address Proof

For Salaried Individuals

• Latest Salary Slips
• Salary Account Bank Statement
• Employment Proof / Company ID (if required)
• Income Proof

For Self-Employed / Professionals

• Bank Statement
• ITR (Income Tax Return)
• Professional Proof
• Financial Documents

For Business Owners / Companies

• Business Proof
• GST Registration (if applicable)
• Udyam / MSME Registration (if available)
• ITR / Financial Statements
• Current Account Bank Statement
• Business Address Proof
• Trade License / Shop Documents (if applicable)
• Company Registration Documents (if applicable)

Important Note

Loan approval always depends on:

• Customer eligibility
• Profile strength
• Documentation quality
• Lender policies
• Verification process
• Financial stability

Loan Funding Charges

Charges for loan-related services may depend on:

• Type of loan
• Loan amount
• Profile category
• Document support required
• Case complexity
• Time involved in process support

CapitalBox believes in clear communication and transparent pricing, so exact charges can be shared after understanding the customer’s profile and requirement.

A2.

CapitalBox provides complete Company / Business Registration support for new entrepreneurs, startups, self-employed professionals, shop owners, service providers, and existing businesses who want to register or formalize their business structure legally. We help customers understand the right business type and support them with the complete registration process from start to finish.

This service is useful for anyone who wants to start a business in a professional and legally recognized way.

Which types of Company / Business Registration does CapitalBox support?

This is one of the most important questions, and the answer depends on the customer’s business model, ownership structure, and future goals.

CapitalBox may assist with the following types of company / business registration support:

1. Proprietorship Registration

Best for:

• Single owner businesses
• Small shop owners
• Freelancers
• Service providers
• Home-based businesses
• Local traders

2. Partnership Firm Registration

Best for:

• Two or more business partners
• Family businesses
• Traditional business setups
• Small trading or service businesses

3. LLP (Limited Liability Partnership) Registration

Best for:

• Professional businesses
• Service firms
• Consultancy businesses
• Growing partnerships
• Businesses needing a more structured legal form

4. Private Limited Company Registration

Best for:

• Startups
• Growing businesses
• Businesses planning to scale
• Companies looking for better brand value
• Businesses seeking investors or structured operations

5. One Person Company (OPC) Registration (if applicable)

Best for:

• Single founder businesses wanting a company structure
• Solo entrepreneurs who want a more formal legal identity

6. Startup-Related Registration Support

This may include support for businesses that are newly formed and need initial setup assistance.

7. MSME / Udyam Support (if applicable as part of business support services)

Useful for:

• Small businesses
• Manufacturers
• Service businesses
• Traders

8. GST / Basic Compliance Support (if applicable depending on service offering)

Useful for:

• Businesses requiring tax registration
• Businesses crossing applicable turnover limits
• Businesses dealing in interstate supply or structured invoicing

9. Shop / Local Business Setup Guidance (depending on business profile)

Useful for:

• Retail stores
• Small commercial outlets
• Service counters
• Local business owners

What kind of businesses / companies can use CapitalBox registration support?

CapitalBox can be helpful for many different business categories, such as:

• Retail Shops
• Trading Businesses
• Service Businesses
• Consultancy Firms
• Freelancers
• Digital / Online Businesses
• Agencies
• Small Manufacturing Units
• Home-Based Businesses
• Startup Companies
• Partnership Businesses
• Professional Service Firms
• Import / Export related businesses (if applicable based on service scope)
• Local Store Owners
• E-commerce Sellers
• Distributors / Dealers
• Contractors / Field Service Businesses
• Coaching / Education Service Providers
• IT / Marketing / Creative Service Businesses

Company / Business Registration Process (Step by Step)

Step 1: Requirement Discussion

We first understand:

• What kind of business the customer wants to start
• Whether it is a solo business or multi-owner business
• Whether the customer wants a simple setup or a company structure
• The future business growth plan

Step 2: Business Type Guidance

We help the customer understand which structure may be suitable:

• Proprietorship
• Partnership
• LLP
• Private Limited Company
• Other applicable structure based on requirement

Step 3: Document Checklist

We provide a clear list of documents required based on the selected registration type.

Step 4: Document Collection & Review

We check whether:

• KYC documents are correct
• Address proof is valid
• Business address proof is available
• Partner / director details are complete
• Additional documents are needed for the selected structure

Step 5: Registration Filing Support

We assist with the filing and process support as required for the registration.

Step 6: Application Tracking

We track the progress and guide the customer during the process.

Step 7: Completion Support

We continue support until the registration process is completed.

Documents Required for Company / Business Registration

The exact document list depends on the type of registration, but commonly required documents may include:

Basic Personal Documents

• Aadhaar Card
• PAN Card
• Passport Size Photograph
• Mobile Number
• Email ID

Address Documents

• Address Proof
• Business Address Proof
• Electricity Bill / Utility Bill (if required)
• Rent Agreement (if rented place)
• NOC from property owner (if required)

For Partnership / Multi-Owner Business

• Partner KYC Documents
• Partner PAN & Aadhaar
• Partner Photographs
• Partner Mobile Number / Email
• Partnership-related details

For LLP / Private Limited / Company-Type Structure

• Director Documents
• Director KYC
• Director Address Proof
• Business Address Proof
• Office Address Supporting Documents
• Additional declarations / forms (as applicable)

Other Supporting Documents (if applicable)

• Bank Details
• Business Activity Description
• Existing Business Proof (if any)
• GST-related documents (if applicable)
• MSME / Udyam related details (if applicable)

Business Registration Charges

Charges for registration services may depend on:

• Type of business structure
• Number of partners / directors
• Documentation complexity
• Filing requirements
• Professional service scope
• Applicable government fees

In some cases, government fees may be separate, and the exact pricing can be shared after understanding the registration type and document requirement.

A3.

At CapitalBox, we believe that customers should clearly understand both the service process and the pricing structure before starting any work. That is why we follow a transparent, customer-friendly, and professional pricing approach.

We do not believe in confusing communication or hidden costs. Instead, we focus on giving customers clear details based on the service they need.

How are charges decided for Loan Funding?

Loan Funding charges may depend on the following factors:

• Type of loan required
• Loan amount
• Customer profile (salaried / self-employed / business owner / startup)
• Number of documents to be reviewed
• Complexity of the case
• Time involved in support and coordination
• Level of assistance required during the process

Examples of what may affect Loan Funding charges:

• A simple basic case may require limited support
• A business loan with financial document review may need more support
• A startup or expansion funding case may require deeper profile understanding
• A higher documentation or coordination requirement may increase service effort

How are charges decided for Company / Business Registration?

Registration charges may depend on:

• Type of registration selected
• Business structure (Proprietorship / Partnership / LLP / Pvt. Ltd. / etc.)
• Number of partners or directors
• Document completeness
• Filing requirements
• Applicable professional service scope
• Government or official charges involved

Examples of what may affect Registration charges:

• Proprietorship support is usually simpler than a company structure
• Partnership and LLP may require more documentation than a basic single-owner setup
• Private Limited Company usually involves a more detailed structure than a basic business setup
• More partners / directors may require more documentation and coordination

Transparent Pricing Process (Step by Step)

To keep everything clear, CapitalBox follows this process:

Step 1: Requirement Understanding

We first understand exactly what the customer needs:

• Loan or business registration
• Type of profile
• Type of business
• Level of support required

Step 2: Process Explanation

We explain:

• What service is suitable
• What the expected process will be
• What documents are required
• What timeline may be involved

Step 3: Document Review

We review the basic documents and understand the service scope.

Step 4: Charges Discussion

We share the expected service charges clearly based on:

• Service type
• Complexity
• Documentation
• Professional support required

Step 5: Government Fee Clarification

If any government fee, filing fee, or official fee is separate, we clearly explain it in advance.

Step 6: Service Confirmation

Only after the customer understands the process and charges clearly, we move forward.

Important Pricing Notes

• We aim to provide clear details before starting any work
• We believe in simple communication
• We focus on no hidden charges
• Charges may vary depending on the service type and document requirement
• Government or official fees may be separate in some services
• Exact charges can be shared after understanding the customer’s requirement