Invoice Banker in India Mumbai –Free Word Template Download with AI
INVOICE
Professional Banking & Financial Advisory Services
CERTIFIED BANKER – MUMBAI, INDIABanker / Service Provider
Name: Mr. Rajesh Kumar Deshmukh
Title: Senior Banker & Financial Consultant
Firm: Deshmukh Banking Advisory LLP
Address: 4th Floor, Trade Centre, Nariman Point, Mumbai – 400021, Maharashtra, India
Phone: +91-22-4055-8890
Email: [email protected]
GSTIN: 27AABCD1234E1Z5
Banker Registration No: RBI/BKR/MUM/2019/004521
Client / Bill To
Name: Shree Vardhman Textiles Pvt. Ltd.
Attention: Mr. Anil Mehta, CFO
Address: Plot 27, MIDC Industrial Area, Andheri East, Mumbai – 400093, Maharashtra, India
Phone: +91-22-2845-6677
Email: [email protected]
GSTIN: 27AAACV5678F1Z2
Client Ref: VT/BA/2025/112
| S.No | Description of Banking Services Rendered | Service Category | Qty / Hours | Rate (INR) | Amount (INR) |
|---|---|---|---|---|---|
| 1 | Comprehensive corporate banking account restructuring and multi-currency account setup for export operations, conducted by the assigned Banker at the client's registered office in Andheri East, Mumbai, India. | Corporate Banking | 12 hrs | ₹ 4,500 | ₹ 54,000.00 |
| 2 | Working capital loan facilitation and credit line negotiation with scheduled commercial banks in Mumbai. The Banker prepared detailed financial statements, cash-flow projections, and collateral documentation as per RBI guidelines applicable in India. | Loan Facilitation | 20 hrs | ₹ 5,000 | ₹ 1,00,000.00 |
| 3 | Treasury management advisory including foreign exchange hedging strategy, interest rate swap structuring, and liquidity planning for the fiscal year 2025-26. All advisory sessions were conducted at the Banker's office in Nariman Point, Mumbai, India. | Treasury Advisory | 16 hrs | ₹ 6,000 | ₹ 96,000.00 |
| 4 | Compliance audit support for RBI and SEBI regulatory filings. The Banker reviewed all banking transactions, ensured adherence to KYC/AML norms, and prepared the compliance report submitted to the Reserve Bank of India, Mumbai Regional Office. | Regulatory Compliance | 10 hrs | ₹ 5,500 | ₹ 55,000.00 |
| 5 | Trade finance documentation including Letter of Credit (LC) issuance coordination, bill negotiation, and export credit insurance arrangement with leading banks in Mumbai, India. The Banker liaised with three scheduled banks to secure optimal terms. | Trade Finance | 8 hrs | ₹ 5,000 | ₹ 40,000.00 |
| 6 | Quarterly financial health assessment and banking relationship review. The Banker evaluated the client's existing banking relationships across Mumbai, recommended consolidation of accounts, and presented a strategic roadmap to the Board of Directors. | Strategic Advisory | 6 hrs | ₹ 7,000 | ₹ 42,000.00 |
| Subtotal | ₹ 3,87,000.00 |
| GST @ 18% (as applicable in India) | ₹ 69,660.00 |
| Travel & Local Transport (Mumbai Metro Area) | ₹ 8,500.00 |
| Document Printing & Courier Charges | ₹ 2,840.00 |
| Discount (Loyal Client – 5%) | - ₹ 19,350.00 |
| Grand Total (INR) | ₹ 4,48,650.00 |
Terms & Conditions of This Invoice
- This Invoice is issued by a duly registered Banker operating under the regulatory framework of the Reserve Bank of India, with principal place of business in Mumbai, Maharashtra, India.
- Payment of the total amount stated in this Invoice shall be made within fifteen (15) calendar days from the date of issue via NEFT, RTGS, or bank transfer to the account of the Banker as specified below. Late payments shall attract interest at 1.5% per month as per the Banking Regulation Act, 1949 (India).
- All banking advisory services described in this Invoice have been rendered in strict compliance with the guidelines issued by the Reserve Bank of India (RBI) and the Securities and Exchange Board of India (SEBI), applicable to the Mumbai jurisdiction.
- The Banker reserves the right to withhold final deliverables until full and complete payment of this Invoice is received in the designated bank account in Mumbai, India.
- This Invoice is subject to the jurisdiction of the competent courts in Mumbai, Maharashtra, India. Any disputes arising from the services described herein shall be resolved through arbitration in Mumbai as per the Arbitration and Conciliation Act, 1996 (India).
- GST has been charged as per the Goods and Services Tax Act, 2017 (India). The Banker is registered under GST with the jurisdiction of Mumbai, Maharashtra.
- All confidential financial data shared during the engagement is protected under the Information Technology Act, 2000 (India) and the Banker's professional confidentiality obligations under Section 23 of the Banking Regulation Act, 1949.
- This Invoice is valid for a period of ninety (90) days from the date of issue. Beyond this period, the Banker reserves the right to revise the charges based on prevailing market conditions in Mumbai, India.
Bank Account Details for Payment
- Account Name: Deshmukh Banking Advisory LLP
- Bank: State Bank of India, Nariman Point Branch, Mumbai – 400021, India
- Account No: 30214567890
- IFSC Code: SBIN0001234
- SWIFT Code: SBININBB
- MICR Code: 400002101
- UPI ID: banker@deshmukhadvisory@oksbi
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