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Writer's pictureSanjana Singhania

How to Start an NBFC in India: A Comprehensive Guide



Non-Banking Financial Companies (NBFCs) play a vital role in India’s financial landscape by extending credit to individuals and businesses that traditional banks may not serve. This guide provides a step-by-step approach on how to start an NBFC in India, including everything from eligibility requirements to securing the essential NBFC license.


What is an NBFC?


An NBFC is a financial institution that offers a variety of services, including loans, asset financing, leasing, hire purchase, and investment in financial markets, without holding a banking license. Unlike banks, NBFCs cannot accept demand deposits, but they still contribute significantly to India’s economy by filling gaps in financial accessibility.


Types of NBFCs in India


NBFCs are categorized based on their activities and primary functions. Here are some common types:

  1. Asset Finance Companies (AFC): Primarily involved in financing physical assets.

  2. Loan Companies (LC): Focus on providing loans.

  3. Investment Companies (IC): Hold shares and securities primarily for investment purposes.

  4. Infrastructure Finance Companies (IFC): Specialize in funding infrastructure projects.

  5. Microfinance Institutions (MFI): Provide small loans to the unbanked and underserved populations.


Step-by-Step Guide to Starting an NBFC in India

1. Understand the Eligibility Criteria

To apply for an NBFC license, the entity must satisfy specific conditions set by the Reserve Bank of India (RBI):

  • Company Structure: The entity must be a private or public limited company registered under the Companies Act.

  • Minimum Net Owned Fund (NOF): At least INR 2 crore, ensuring financial stability.

  • Director Qualifications: Directors must have relevant experience in finance or banking to demonstrate their capability to manage the NBFC’s operations.

2. Develop a Business Plan

A detailed business plan is crucial for outlining the NBFC’s mission, goals, and operational strategies. It should include:


  • Financial Projections: Expected revenue, expenses, and profitability.

  • Target Market: The specific demographic or industry your NBFC will serve.

  • Operational Strategy: Loan products, interest rates, repayment methods, and customer service policies.

3. Register Your Company with the Ministry of Corporate Affairs (MCA)

To establish an NBFC, you must register as a company under the Companies Act, 2013. Follow these steps:

  1. Reserve a Name for your NBFC on the MCA portal.

  2. Draft the Memorandum and Articles of Association (MoA and AoA).

  3. Obtain Director Identification Numbers (DIN) and Digital Signature Certificates (DSC) for the directors.

  4. Submit incorporation documents to the MCA and obtain the Certificate of Incorporation.

4. Ensure Compliance with the RBI’s NOF Requirement

The RBI requires NBFCs to have a minimum net owned fund (NOF) of INR 2 crore. This fund acts as a safeguard for depositors and shows the NBFC’s commitment to financial responsibility. Ensure this capital is present in the company’s bank account and reflects in the company’s balance sheet.

5. Prepare Required Documentation for NBFC License Application

Compile all necessary documentation for the NBFC license application, which typically includes:

  • Certificate of Incorporation: Issued by the MCA.

  • MoA and AoA: Detailing the company’s objectives and operations.

  • Board Resolution: Authorizing the application for an NBFC license.

  • Banker’s Report: Confirming the presence of the NOF.

  • Financial Statements: For existing companies seeking conversion to an NBFC.

6. Submit the NBFC License Application to the RBI

After organizing your documents, you can submit the application for an NBFC license online through the RBI’s COSMOS portal. Follow these steps:

  1. Register on the COSMOS portal and fill out the application form.

  2. Attach the scanned documents, including the Certificate of Incorporation, MoA, AoA, and financial details.

  3. Print the application form and submit it, along with physical copies of the required documents, to the RBI’s regional office.

The RBI will review the application and documents and may conduct background checks on the promoters, directors, and company operations. If all requirements are met, the RBI grants the NBFC license.

7. Obtain Post-License Approvals and Start Operations

Once you receive the NBFC license, you must fulfill additional compliance requirements, such as:

  • Appointment of Auditors: An auditor to verify the NBFC’s adherence to RBI guidelines.

  • KYC Compliance: Adherence to KYC norms for all customers.

  • Annual Financial Audits: Regular auditing to ensure financial transparency.


Key RBI Guidelines for NBFC Operations


  1. Reserve Requirements: NBFCs must maintain a certain percentage of their liabilities as reserves.

  2. Limitations on Lending Activities: NBFCs have specific lending restrictions that they must follow.

  3. Public Disclosure Requirements: NBFCs must regularly disclose financial data to the RBI and the public.


Cost Considerations for Starting an NBFC


Starting an NBFC involves several costs, including:

  1. Initial Registration Fee: For company incorporation and other MCA filings.

  2. Minimum Capital Requirement: INR 2 crore for NOF.

  3. Legal and Professional Fees: For drafting legal documents, consulting with financial experts, and filing the license application.

  4. Ongoing Compliance Costs: Fees for KYC, auditing, and maintaining financial records.

Benefits of Securing an NBFC License


Holding an NBFC license provides significant benefits, including:

  • Financial Inclusion: Reaching underserved populations and sectors.

  • Diverse Revenue Streams: Generating income through various financial services.

  • Regulatory Recognition: Establishing credibility with an RBI license.

  • Operational Flexibility: Greater flexibility in financial product offerings compared to traditional banks.


Conclusion

Starting an NBFC in India requires careful planning, a strong financial foundation, and a clear understanding of regulatory compliance. By following this comprehensive guide and securing the necessary NBFC license, you can establish a successful NBFC and contribute to India’s growing financial ecosystem.


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