Annual Subsidy Review for MSMEs
Yearly scheme eligibility review and new opportunity screening
Once a year our expert team re-checks which schemes your unit qualifies for, flags new and changed ones, checks the conditions on subsidies you already receive, and gives you a plan for the next financial year. A quarterly scheme review is part of the Monthly Retainer; a stand-alone annual review is quoted.
Who it is for
- Units that already receive a subsidy and want to keep it
- MSMEs that missed schemes in earlier years
- Units whose size, sector or location has changed with growth or expansion
- Owners planning an investment in the coming year who want to time it around the schemes
What our expert team does
Profile update
We update your unit’s details: investment, turnover, employment, products, location and Udyam classification.
Scheme re-check
We run your updated profile against the open State and Central schemes and note what has opened, changed, lapsed or been superseded since the last review. Eligibility screening across the 94 open schemes we track (87 that a unit can claim for itself).
Existing subsidies
We check the conditions of the subsidies you already receive and the claims or reports that fall due in the coming year.
Expansion screening
If you plan an expansion or a new line, we check which schemes it could qualify for and what the timing of the investment means for them.
Action plan
You receive a short written plan: what to claim, what to file and by when, and what to prepare before the next investment.
Progress check (on the retainer)
On the Monthly Retainer we check progress against the plan each quarter and update it when a scheme opens, changes or closes.
What you receive
- An updated list of schemes your unit can claim, with reasons
- A list of claims and reports due in the coming year
- Notes on schemes that have lapsed or changed since your last review
- A one-page action plan for the next financial year
- A list of the documents to keep ready for the next claim or investment
Documents needed
- Current Udyam certificate
- Latest financial statements
- Details of subsidies received or claimed
- Expansion or diversification plans
- Updated investment, turnover and employment figures
Timeline
| Step | Time |
|---|---|
| Review and action plan, once the documents are complete | 3–5 working days |
| Quarterly updates | On the Monthly Retainer |
Fee
A quarterly scheme review is included in the Monthly Retainer (₹8,000 a month + GST, with GST returns, ITR filing and compliance reminders). A stand-alone annual review: get a quote.
A review tells you what you may qualify for; each department decides each claim. We do not promise that a scheme will stay open or that a claim will be paid.
Frequently asked questions
Why review every year?
Schemes open, change and close with each budget and policy, and your own unit changes too. A unit that did not qualify last year may qualify now, and a scheme you rely on may have a new condition.
What counts as a change in my unit?
New investment in plant and machinery, a change in turnover that moves you between micro, small and medium, a new product or sector, a new location or more employees. Each can change which schemes apply.
Can a review find money I missed in earlier years?
Sometimes a scheme still allows a claim for an investment already made, within its own time limits. We check those limits; where the time has passed, we say so.
What is the difference between the review and the eligibility checker?
The free eligibility checker gives an instant first answer from a few inputs. The review goes through your documents, your existing subsidies and your plans, and ends with a written action plan.
When in the year should the review be done?
Before the financial year starts or before a planned investment, whichever comes first, so that claims, reports and the timing of the investment can be planned together. Units on the Monthly Retainer get the quarterly review instead.
Is the review useful if I have no subsidy now?
Yes. It tells you which schemes your next investment could qualify for and what to prepare, such as Udyam, GST and land papers, before you spend.
Related tools and guides
Official sources this page relies on
Page checked on 10 November 2026.
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Book your annual review
A short call to understand your unit, then a written quote.