Who This Is For
Self-Employed Borrower Profiles
Self-Employed Professional
Examples: CA, doctor, lawyer, architect, consultant, engineer in private practice
Professionals with a stable practice of 3+ years are treated near-equally to salaried borrowers by most banks.
Min. income: ₹3 Lakh/year net (2-year average from ITR)
Self-Employed Business Person
Examples: Trader, manufacturer, retailer, contractor, restaurant owner, franchise holder
Banks assess business stability, vintage, and cash flow. Businesses with 3+ years of operations and consistent ITR filing are preferred.
Min. income: ₹3 Lakh/year net (2-year average from ITR)
Business Owner / Director (Pvt Ltd)
Examples: Director of a private limited company, partner in an LLP or partnership firm
Company financials (Balance Sheet, P&L) are also reviewed. A strong company adds to personal creditworthiness.
Min. income: Assessed on salary drawn + dividends + company financials
Eligibility Criteria
Who Can Apply?
Documents Needed
What You Need to Apply
Identity & KYC
- PAN Card
- Aadhaar Card
- Passport / Voter ID
Income (Core)
- ITR — last 2 years (filed with computation of income)
- CA-certified P&L Statement and Balance Sheet — last 2 years
- Bank statements — last 12 months (business current account)
Business Proof
- Business registration certificate
- GST registration certificate
- Partnership deed / MOA-AOA (for firms and companies)
- CA certificate of income (for professionals)
Property
- Sale agreement / builder allotment letter
- Title documents / RERA certificate
- Approved building plan
How Taksh Fin Helps
Common Challenges — How We Solve Them
Challenge
Variable income from year to year
Our Approach
We identify lenders that assess 2-year income averages and allow income from secondary business activities. We present your income profile in the most complete way.
Challenge
Low declared income vs actual cash flow
Our Approach
NBFCs on our panel offer bank-statement-based assessment programs for borrowers with strong cash flow but lower declared ITR income. Higher rates apply, but approval is possible.
Challenge
Business losses in one year
Our Approach
A single year of loss does not automatically disqualify you — lenders look at 2-year averages and the reason for the loss. Taksh Fin advisors help you present this context clearly.
Challenge
Property documentation complexity
Our Approach
Self-employed buyers often purchase unique property types — builder floors, commercial-adjacent residential, plotted developments. Our team has deep experience with lenders who finance these.
FAQ