RBI says fintechs are helping narrow India’s MSME credit gap

RBI Governor Sanjay Malhotra said cash-flow lending, account aggregators and digital public infrastructure are enabling fintechs to improve MSME credit access, payments, onboarding, fraud detection and financial inclusion.

— Source publishedTue, 8 Sept, 2026, 20:21 IST·First seen Tue, 8 Sept, 2026, 20:31 IST·Source The Hindu BusinessLine

What happened

Reserve Bank of India · RBI Governor Sanjay Malhotra said fintechs are closing India’s MSME credit gap through cash-flow lending, account aggregators and

Key facts

  • 7th Global Fintech Festival
  • over the past decade
  • millions of small businesses
  • hundreds of millions of Indians

Why this matters

Banks, retailers and fintech platforms have a clearer mandate to pursue partnerships around embedded credit, digital onboarding and shared MSME data infrastructure.

What to watch

  • RBI guidance, speeches or supervisory actions on digital lending, account aggregators, consent management and fintech-bank partnerships.
  • Growth in MSME loan originations sourced through payment aggregators, POS providers, B2B marketplaces and merchant apps.
  • Account-aggregator consent volumes, successful data pulls and lender conversion rates for MSME borrowers.
  • Delinquency trends in short-tenor merchant cash-flow loans, especially among micro-retail, food service and seasonal businesses.
  • Expansion of GST, UPI and invoice-data integrations used for underwriting and fraud detection.
  • New bank-NBFC-fintech co-lending or embedded-credit partnerships targeting merchants.
  • Connect payments, POS, invoicing, GST and bank-data feeds into a unified merchant cash-flow profile where consent architecture permits.
  • Offer pre-approved, inventory-linked credit through bank or NBFC partners rather than carrying unsecured credit risk directly.
  • Use credit eligibility as an incentive for retailers to adopt digital payment acceptance, e-invoicing, inventory reconciliation and account-aggregator connectivity.
  • Segment merchant offers by cash-flow volatility and repayment capacity; avoid using gross sales growth alone as an underwriting signal.
  • Strengthen borrower disclosures, consent logs, collections controls and fraud monitoring before scaling digital-credit distribution.