An Insight of a Term Loan Evaluation by a Bank

The evaluation process by banks are one of the most comprehensive evaluations and can be used to evaluate almost any company. The presentation below tries to cover this process in few slides. The various topics covered include evaluation of companies, management rating, economics, risks and cash flow study.

The classic examples given throughout the presentation were mostly of C.A. Atul Mohan Ji who is one of the most renowned personality in the field of finance. The topic was discussed as a part of “Saturday Discussions” held every Saturday (at our office where I am undergoing my CA articleship) where an article is required to present a presentation on a topic.