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Success Fee

Success Fee

A Success Fee shall be applicable only upon the successful sanction and/or disbursement of a loan through the lender. This fee is charged for the professional assistance, documentation support, lender coordination, and facilitation services provided by CapitalBox throughout the loan process.

For loan amounts up to ₹10,00,000, the Success Fee will be charged as per the selected service plan. For loan amounts exceeding ₹10,00,000, the applicable Success Fee may vary based on the sanctioned loan amount and will be communicated to the applicant before completion of the process.

CapitalBox acts solely as a consultancy and facilitation service provider. Loan approval, sanction amount, interest rate, and disbursement remain subject to the lender's eligibility criteria, verification process, and final approval. Success Fee becomes payable only after successful loan sanction and/or disbursement.

₹ 30,000.00 ₹ 30,000.00
₹ 30,000.00
(Tax excluded)
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Success Fee – Complete Guide & Policy | CapitalBox
Legal · Success Fee Policy

Success Fee — Complete Guide & Policy

A Success Fee is applicable only upon the successful sanction and/or disbursement of a loan through the lender. It is charged for the professional assistance, documentation support, lender coordination, and facilitation services provided by CapitalBox throughout the loan process.

Success Fee Rate
3%
Of the sanctioned / disbursed loan amount
Example — ₹10,00,000 Loan
₹30,000
Payable only after successful disbursement
How it's calculated
₹10,00,000 × 3% = ₹30,000
On this page
1. What is Success Fee 2. Fee Rate & Calculation 3. When it Applies 4. Services Covered 5. Legal & Compliance Basis 6. Common Misconceptions 7. Important Disclaimer 8. Client Assurance 9. FAQ

1What is Success Fee?

The Success Fee is a professional charge that becomes payable only when a loan application is approved by a Bank or NBFC and the sanctioned amount is successfully disbursed into the applicant's bank account. It is performance-based — meaning CapitalBox's consultancy services are rewarded only when the client achieves the desired outcome: loan disbursement.

2Fee Rate & Calculation

The Success Fee is charged at 3% of the sanctioned / disbursed loan amount. For loan amounts up to ₹10,00,000, the Success Fee is charged as per the applicable rate under the selected service plan. For loan amounts exceeding ₹10,00,000, the applicable Success Fee may vary based on the sanctioned amount and will be communicated to the applicant before completion of the process.

Sanctioned / Disbursed AmountSuccess Fee (3%)
₹5,00,000₹15,000
₹10,00,000₹30,000
₹20,00,000₹60,000
₹50,00,000₹1,50,000
Amounts above are illustrative. Tax (GST) is charged extra as applicable. For loans above ₹10,00,000, the exact fee will be confirmed to the applicant in writing before the process is completed.

3When is Success Fee Applicable?

  • Charged only after successful disbursement of the sanctioned loan amount
  • Not payable if the loan application is rejected by the lender
  • Not payable if the sanctioned amount is not disbursed for any reason
  • Ensures applicants are not burdened with charges for unsuccessful applications

4Services Covered by Success Fee

ServiceExplanation
Lender CoordinationManaging communication and coordination with Banks/NBFCs
Documentation ManagementEnsuring all required documents are complete and compliant
Sanction SupportGuiding clients through sanction letters and lender requirements
Follow-up ActivitiesContinuous tracking and communication until disbursement
Funding AssistanceEnd-to-end support until the loan amount is credited to the client's account

5Legal & Compliance Basis

Indian Contract Act, 1872

Recognizes performance-based contractual consideration — the Success Fee is only payable on achievement of a defined outcome (disbursement), which this Act supports as valid consideration in a contract.

GST Act, 2017

The Success Fee is a taxable consultancy charge and is subject to applicable GST provisions, charged extra over the quoted fee.

RBI Regulatory Framework

Lending decisions — approval, sanction amount, interest rate, and disbursement — remain solely with the partner Bank/NBFC, in line with RBI's regulatory framework for lenders.

Consumer Protection Act, 2019

Ensures transparency and upfront disclosure of consultancy charges to the applicant, protecting them against unfair or undisclosed fee practices.

6Common Misconceptions

  • Success Fee is not a hidden charge
  • Success Fee does not guarantee loan approval
  • Success Fee is strictly a consultancy charge for services provided until disbursement

7Important Disclaimer

CapitalBox is not a Bank or NBFC. It operates as an independent finance consultancy and facilitation platform. All loan approvals, sanction amounts, interest rates, repayment tenures, and disbursement decisions are determined solely by the respective Bank or NBFC.

The Success Fee is charged exclusively for consultancy, documentation assistance, application management, lender coordination, and facilitation services. It should not be construed as a charge for granting a loan.

8Client Assurance

This two-step fee model ensures accountability and fairness. Clients first pay the Service/Application Activation Fee for activation of services, and later pay only the Success Fee upon successful outcomes — i.e., only when the loan is sanctioned and disbursed.

The Success Fee aligns the interests of both CapitalBox and the client, as payment is due only when funds are successfully disbursed. This performance-based model builds trust, transparency, and confidence in the loan facilitation process.

9Frequently Asked Questions

The Success Fee is 3% of the sanctioned/disbursed loan amount. For example, on a ₹10,00,000 loan, the Success Fee works out to ₹30,000 (plus applicable GST).
No. The Success Fee is payable only after successful sanction and disbursement of the loan. If the application is rejected or not disbursed, no Success Fee applies.
Yes. The Success Fee amount is exclusive of tax; applicable GST is charged in addition, as per the GST Act, 2017.
No. The Activation Fee is a one-time, non-refundable fee paid at the start of the process. The Success Fee is separate and is charged only after the loan is sanctioned and disbursed.
The lending Bank/NBFC decides these based on their own credit policy and your profile. CapitalBox does not set or influence the interest rate, tenure, or final sanctioned amount.
Disclaimer: CapitalBox is not a Bank or NBFC. It provides loan facilitation and business finance consultancy services. Loan approval, sanction amount, interest rate, and disbursement decisions rest solely with the respective Bank/NBFC partner. The Success Fee shown (3%, e.g. ₹30,000 on a ₹10,00,000 loan) is an example rate and is exclusive of applicable taxes.