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Loan Agreement - Director/Related Party Loan Documentation

A Loan Agreement governs the lending of money between parties. For businesses, it commonly covers director loans, shareholder loans, and related party transactions requiring specific documentation and compliance.

13 min read 2800 words Updated 14 Feb 2026

Key Points

Must specify principal amount, interest rate, and repayment terms
Director loans to companies require Board resolution
Loans by companies to directors restricted under Section 185
Related party loans require disclosure and approvals
Interest rates must comply with usury laws (generally not exceeding reasonable limits)
Security can be mortgage, hypothecation, pledge, or personal guarantee
Default events must be clearly defined
Promissory note may be required for stamp duty purposes
NBFC lending regulated by RBI
Registration required for mortgage of immovable property

Loan Agreements in India: Business Financing Contracts

A Loan Agreement is a legally binding contract between a lender and borrower that defines the terms of lending—principal amount, interest rate, repayment schedule, security, and default consequences. In India, business loans are governed by the Indian Contract Act, RBI regulations, and the SARFAESI Act for secured lending. Whether you are taking a term loan from SBI, securing venture debt from InnoVen Capital, or raising an inter-corporate deposit from a group company, the loan agreement protects both parties.

Indian MSMEs often rely on working capital loans, term loans, and promoter loans. A clearly drafted loan agreement prevents disputes and ensures compliance with RBI lending norms.

Essential Clauses in Indian Loan Agreements

Interest Rate and Calculation

Fixed or floating (linked to MCLR/repo rate). Specify calculation method (reducing balance vs flat rate), reset frequency, and spread. RBI mandates transparent disclosure of all-in cost including processing fees.

Security and Collateral

Primary security (asset being financed), collateral security (additional assets), and personal guarantees. For charges on company assets, file CHG-1 with MCA within 30 days. CERSAI registration required for movable assets.

Covenants

Financial covenants (debt-to-equity ratio, DSCR, minimum net worth) and non-financial covenants (no change of management, no additional borrowing without consent). Breach triggers default provisions.

Events of Default

Non-payment, covenant breach, insolvency, cross-default (default on other loans). Consequences include acceleration (entire loan becomes due), increased interest, and enforcement of security.

TDS and Stamp Duty on Business Loans

Interest on loans attracts TDS under Section 194A at 10% (threshold ₹5,000 for non-bank lenders). For banks, TDS threshold is ₹40,000 (₹50,000 for senior citizens). Stamp duty on loan agreements varies by state—Maharashtra charges 0.1% of loan amount (capped at ₹10 lakhs), while Gujarat charges ₹100 flat for loans below ₹10 lakhs. Inter-corporate loans between group companies must comply with Section 185/186 of the Companies Act regarding lending restrictions.

Key Takeaways

  • ✓ Specify interest calculation method—reducing balance is fairer than flat rate
  • ✓ File CHG-1 with MCA within 30 days for charges on company assets
  • ✓ Include prepayment clause—negotiate waiver or cap on prepayment penalty
  • ✓ Ensure stamp duty compliance—varies significantly by state
  • ✓ For inter-corporate loans, comply with Section 185/186 of Companies Act

Frequently Asked Questions

What is the maximum interest rate for business loans?

Banks follow RBI guidelines linked to MCLR. NBFCs can charge higher rates but must disclose all-in cost. For inter-corporate loans, interest should be at arm’s length to avoid transfer pricing issues.

Can a company give loans to its directors?

Restricted under Section 185 of Companies Act. Loans to directors or their relatives require special resolution and compliance with conditions. Violation attracts imprisonment and fine.

Registration Process

1

Negotiate Terms

Agree on amount, interest, tenure, and security

2

Draft Agreement

Prepare loan agreement with all terms

3

Board Approval

Obtain Board resolution (for director loans)

4

Security Creation

Execute security documents

5

Stamp Duty

Pay appropriate stamp duty

6

Registration

Register mortgage (if applicable)

7

Disbursement

Release loan amount

Documents Required

  • Loan Agreement
  • Promissory Note
  • Board Resolution (for company loans)
  • Security documents (mortgage deed, hypothecation)
  • Personal guarantee (if applicable)
  • ID and address proof of borrower
  • Financial statements of borrower
  • Property documents (for secured loans)
  • Title verification report

Cost Breakdown

Basic loan agreement
Secured loan with mortgage
Complex corporate loan
Stamp duty (varies by state)
Mortgage registration
Legal opinion on title

Frequently Asked Questions

What are the restrictions on loans to directors under Section 185?

What interest rate can be charged on loans?

What security can be taken for a loan?

What are the NBFC compliance requirements for lending?

What is the difference between a loan agreement and a promissory note?

What constitutes an event of default?

How is stamp duty calculated on loan agreements?

Can a loan be converted to equity?

Related Topics

loan agreementdirector loanrelated party transactionpromissory noteloan documentationlending agreement

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