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Insights · NBFC Operations · 6 articles

NBFC Operations Reconciliation Insights

Co-lending, securitisation, Scale-Based Regulation, FLDG, ECL, and corporate-tax regime choice — the operational reconciliation rails for an Indian NBFC business.

6 Articles in this cluster
India-specific Rates, sections, regulator language
Practitioner Written by finance operators
About this cluster

An Indian NBFC operates inside a dense regulatory perimeter. The RBI Co-Lending Model, the September 2021 Master Direction on Securitisation of Standard Assets, the Scale-Based Regulation framework with its four-layer architecture, the June 2023 guidelines on Default Loss Guarantee for digital lending, the Ind AS 109 Expected Credit Loss regime with the RBI prudential floor overlay, and the corporate-tax regime choice under Section 115BA of the Income Tax Act 2025 — each of these is its own reconciliation surface. The same loan account moves through all six surfaces simultaneously, and each surface needs its own evidence pack at quarter-end.

The articles in this cluster cover the operational rails. Co-lending collection reconciliation against the 80:20 partner-bank split, with NPA-classification flow-through and category-wise penal interest handling. Securitisation pass-through certificate reconciliation against the cash-flow waterfall, with monthly Minimum Retention Requirement proof and True-Sale confirmation. Borrower tier classification under SBR with disciplined asset tagging that drives capital, concentration, and related-party reporting. FLDG accounting under Ind AS 37 with the 5% cap monitor and partnership-tagged collection routing. ECL reconciliation under Ind AS 109 with the three-stage model and the RBI minimum overlay. Section 115BA regime choice with the MAT escape and the irrevocable opt-in trade-off.

The tax overlay across all of these routes through Section 393 payment codes (1001-1092) and Section 394 codes under the Income Tax Act 2025, with TDS reconciliation in Form 26AS, GST treatment under the CGST Act 2017 (Section 9 levy, Section 16 ITC, Section 50 interest, Section 52 TCS), and corporate-tax computation under Section 115BA where elected. Every cluster article names the rail, the regulator, the tax classification, and the audit-defensible reconciliation evidence.

Key topics covered
Co-lending under CLM
RBI 80:20 sharing, daily collection MIS, partner-bank settlement, NPA flow-through, category-wise penal interest split
Securitisation and PTC
September 2021 Master Direction, SPV waterfall, MRR retention, True-Sale, monthly trustee remittance and rating-agency pack
SBR borrower tier
Base/Middle/Upper/Top layer, 90 DPD NPA, borrower-level tagging, concentration and related-party reporting
FLDG under 2023 guidelines
5% cap on cover, Ind AS 37 financial guarantee, loss-share waterfall, partnership-tagged collections and recoveries
Ind AS 109 ECL with RBI overlay
Three-stage model, PD/LGD/EAD inputs, SICR trigger, IRACP minimum floor, Impairment Reserve appropriation
Section 115BA corporate tax
22% concessional rate, MAT escape, irrevocable opt-in, ₹2,400 Cr NBFC decision matrix, brought-forward loss interaction
All articles in this cluster (6)
NBFC 8 min

NBFC Borrower Tier Classification under RBI Scale-Based Regulation (SBR)

RBI Scale-Based Regulation places every NBFC in one of four layers — Base, Middle, Upper, or Top — based on size, activity, and systemic interconnectedness. The layer dictates capital, governance, disclosure, and asset-classification obligations. Tagging assets correctly at the borrower level is the operational anchor that keeps all four downstream regimes coherent.

12 June 2026 Read →
NBFC 8 min

NBFC Collection Reconciliation under RBI Co-Lending Guidelines for Indian Lenders

Co-lending under the RBI Co-Lending Model places an NBFC and a scheduled commercial bank on the same loan account with an 80:20 economic share. Daily collections must split between the partners by share and category — and any mismatch ages into a partner-bank dispute and an NPA-classification gap.

12 June 2026 Read →
NBFC 8 min

NBFC Corporate Tax under Section 115BA (Income Tax Act 2025): Concessional Regime and Trade-Offs

The Income Tax Act 2025 carries forward the concessional corporate tax regime previously codified at Section 115BAA into Section 115BA — a 22% headline rate plus surcharge and cess in exchange for a defined exclusion list and an irrevocable opt-in. For an NBFC the regime choice is a structural decision that ties profit, growth, and balance-sheet planning together.

12 June 2026 Read →
NBFC 8 min

NBFC Expected Credit Loss (ECL) Reconciliation under Ind AS 109 and RBI Master Direction

Under Ind AS 109, NBFCs compute Expected Credit Loss on every financial asset across a three-stage model — performing, significantly deteriorated, credit-impaired. RBI further requires that the Ind AS ECL provisioning is never lower than IRACP norms. Monthly reconciliation across the model, the staging, and the overlay is the audit-defensible artefact.

12 June 2026 Read →
NBFC 8 min

FLDG (First Loss Default Guarantee) Accounting and Reconciliation for Indian NBFC-Fintech Partnerships

RBI's June 2023 guidelines on Default Loss Guarantee in digital lending capped FLDG at 5% of the loan portfolio and required documented contractual structure. For an NBFC running multiple LSP partnerships, monthly reconciliation of the FLDG corpus, utilisation, and replenishment is the audit-defensible artefact that ties contractual structure to live exposure.

12 June 2026 Read →
NBFC 8 min

NBFC Securitisation and Pass-Through Certificate Reconciliation under RBI Master Direction 2021

Securitisation lets an NBFC monetise a pool of standard assets by selling them to a special-purpose vehicle that issues pass-through certificates to investors. Under the RBI September 2021 Master Direction, the originator stays as servicer and must reconcile pool collections against PTC payouts every month — and prove True-Sale at each cutoff.

12 June 2026 Read →

See how TransactIG handles NBFC operations reconciliation

TransactIG ingests co-lending partner-bank acknowledgement files, SPV trustee reports, FLDG corpus statements, ECL model outputs and IRACP overlay computations in their native formats, ties them against loan-management system data and statutory evidence, classifies variances by code, and produces audit-ready evidence for statutory audits, supervisory inspection, and rating-agency review.